Shaggieman

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Geopolitical Energy: Centered on the Caspian Sea (Part 1 of 2)

Thanks Michael, I ordered the book.
Jan 06 16:49 pm |Rating: 0 0 |Link to Comment |View article
U.S. Refiners Don't Look Cheap (Unless We're Going Back to '06-'07 Environment)

I doubt they can make the exotic blends required for CA anyway.

On Jan 06 02:11 PM Chris B wrote:

> I'm more concerned about the new refineries in the Middle East, India,
> and China. Any chance these low-cost producers will begin exporting
> gasoline directly to the US?
>
Jan 06 15:54 pm |Rating: +1 0 |Link to Comment |View article
U.S. Refiners Don't Look Cheap (Unless We're Going Back to '06-'07 Environment)

One component you failed to mention is their asphalt business. If Obama passes bills to fund the highway reconstuction it should help the bottom lines of the refiners that made asphalt.
Jan 06 12:50 pm |Rating: +1 0 |Link to Comment |View article
Lehman Bankruptcy: Crisis Management Via Crisis Export?

Might have something to do with George Soros being a major shareholder in Lehman. Did Bush let Lehman die to get to an old enemy? It would be just like going to Iraq because Sadam tried to kill his daddy. Are these too simple explanations or is this the real GB?
Dec 29 09:34 am |Rating: 0 0 |Link to Comment |View article
Wall Street Breakfast: Must-Know News

Bush: "On the other hand, I'm mindful of not putting good money after bad."

Why didn't Einstein think that of for Iraq? Why the AIG and investment bank bailouts? Somethings just odd to me about this line of reasoning.
Dec 17 09:19 am |Rating: +1 -2 |Link to Comment |View article
Wall Street Breakfast: Must-Know News

How about FART = Fix All Retirements TARP.
Nov 24 08:45 am |Rating: 0 0 |Link to Comment |View article
Navigating OBAMArkets

IMO Obama needs to announce his financial cabinet as soon as possible to steady the markets fears. They've been talking about it for months now so the market needs to see some action to calm things down.
Nov 06 12:50 pm |Rating: 0 0 |Link to Comment |View article
Negative Sentiment on Crude Oil Overdone - First Energy Analyst

IMO where Bush went wrong on the economy is letting Lehman fail. That alone touched off a panic that got us to where we are today. You ask why would Bush let that happen and looking at Lehman I can see George Soros as one of the major shareholders. Could it be possible that in an effort to screw Soros he'd risk bringing down the whole economy and did? Interesting question!
Nov 06 12:31 pm |Rating: 0 -1 |Link to Comment |View article
Wall Street Breakfast: Must-Know News

Everyone knows the economy is weakening but Volvo's truck order book stunned me. I had to read this twice to make sure I had it right. Capex is imploding. From Bloomberg:

“In the third quarter of 2007, Volvo AB booked 41,970 European orders for new trucks. Guess how many prospective purchases Volvo, the world’s second-biggest maker of heavy rigs, received in the third quarter of this year?

“Here’s a clue. Picture a highway gridlocked by 41,815 abandoned trucks – because Volvo’s order book got destroyed to the tune of 99.6%, with customers signing up for just 155 vehicles in the three-month period, the Gothenburg, Sweden-based company said last week.

“The pathogen that has fatally infected swathes of the banking industry is now contaminating non-financial companies. ‘We’re heading toward the sharpest downturn I’ve ever seen in Europe,’ said Chief Executive Officer Leif Johansson.

“Volvo has company. Daimler AG, the world’s biggest truckmaker, said earlier this month that its US deliveries slumped by a third in the first half of the year.”

Nov 04 09:57 am |Rating: 0 0 |Link to Comment |View article
Wall Street Breakfast: Must-Know News

Thanks Axelrod,
Good rant and rave!
Oct 23 10:56 am |Rating: 0 0 |Link to Comment |View article
Refiners Finally Increase Margins

Costco sells the cheapest gas around here and they could do even better if they bought their own refinaries. There's plently of refinaries out there selling for the cost of the products stored in there tanks. Great opportunity.
Oct 22 11:00 am |Rating: 0 0 |Link to Comment |View article
Oil Below $75: Increased Chance of OPEC Production Cuts

LONDON (Dow Jones)–The Organization of Petroleum Exporting Countries on
Thursday moved forward an emergency meeting to review its production policy by
nearly one month, underscoring the cartel’s concern about falling crude prices.
“OPEC nations are reliant on oil revenues and to the extent that prices have
fallen this far, we are very concerned,” Nigerian Oil Minister Odein Ajumogobia
told Dow Jones Newswires by telephone from Nigeria.
OPEC, in a short statement, said the meeting will be held Oct. 24 at the
group’s headquarters in Vienna rather than Nov. 18, as previously scheduled.

Oct 16 15:07 pm |Rating: 0 0 |Link to Comment |View article
Wall Street Breakfast: Must-Know News

Great points Axelrod, as usual. Your discussion made me think why not use Fed funds to make some failed institution whole again and set the greed mindset flowing again? Take LEH for instance; resurrecting them might do it and besides I think they were to big to have failed and we're now paying the price for it.
Oct 07 11:46 am |Rating: 0 0 |Link to Comment |View article
Wall Street Breakfast: Must-Know News

Hooray Axelrod608, Great job! Well said, I'd vote for you for Fed Chief but we've stuck with a bunch of idiots that I doubt can be stopped. When are folks going to wake up and realize they've been had?

Remember G.W.'s good pal "Kenny Boy" better known as Ken Lay from Enron? I am affraid they have more then just bike riding in common.
Sep 24 11:52 am |Rating: 0 0 |Link to Comment |View article
Buffett's Bailout: Let's Call it 'Trickle-Up' Economics

I don't trust Buffet, Paulson or Bernanke to do what's right for this country and I say "NO MORE TAXPAYER DOLLARS."
Sep 24 11:03 am |Rating: 0 0 |Link to Comment |View article

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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Stocks & Sectors - Sample Seeking Alpha - Stocks & Sectors Internet eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman Is Google Feeling Lucky? by Sam Gustin Why Today Could Suck for Tech by Kevin Maney Media A Triple Financial Whammy Afflicts Newspapers by Ken Doctor Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld How Will Arbitron Fare in This Market? by Sreeni Meka Telecom Ten Ways to Invest in Louisiana by Stockerblog Earnings Preview: Electro-Optical Engineering by theflyonthewall.com Shared Docks Via WiFi All the Rage by Dean Bubley Financial Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson Reality Bites As Stocks Continue To Collapse by The Mole LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald Email continues...
Global Markets - Sample Seeking Alpha - Global Markets China An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript Perfect World Announces Share Repurchase Program by Trader Mark China: Hot Money Inflows Down, Nervousness Up by Michael Pettis India Indian Economy Has Much to Cheer About by Equitymaster India: RBI Cuts Cash Reserve Ratio by Equitymaster India: Markets Continue Downward by Equitymaster Japan Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media Asia Four International Dividend Stocks to Watch by David Hunkar Eastern Europe Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Alternative Energy Investing - Sample Seeking Alpha - Alternative Energy Alternative Energy Seven Stocks for an Impending Apocalypse by H.J. Huneycutt Solar Shares Under Pressure From Credit Crunch and Pricing by Eric Savitz Trina Solar Looks Good, Though Market Yawns by Trader Mark The Electric Car Market: Wise Energy Use Stocks by Tom Konrad Investing in the Power of the Sea
ETF Daily - Sample Seeking Alpha - ETF Daily Sector ETFs Too Early To Buy Homebuilders ETF by Larry MacDonald Utilities Beginning to Generate Interest for Longs by Joe Kunkle Two Global Infrastructure Investment Opportunities in ETFs by Investment U New ETFs First Trust Launches Infrastructure ETF with Global Reach by Index Universe Overview and Analysis of the Global Generic Drug Industry by Mike Havrilla Emerging Market ETFs Brazil Is the Best of BRIC by Carl T. Delfeld Playing the Market in Difficult Times by Jason Hamlin
The Daily Dispatch - Sample Seeking Alpha - Daily Dispatch Wall Street Breakfast Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby US Market An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Housing & Real Estate Too Early To Buy Homebuilders ETF by Larry MacDonald Another 'Root Cause' That Isn't: Tumbling Home Prices by Tim Iacono Transcripts TrueBlue, Inc. Q3 2008 Earnings Call Transcript Polycom, Inc. Q3 2008 Earnings Call Transcript ETF Too Early To Buy Homebuilders ETF by Larry MacDonald
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