Tuesday, April 15, 2008
The Whole Megillah
Fears of a long recession are rising
Goldman Sachs and Wells Fargo warn delusional investors
Who is really going to pay for this credit debacle
According to Bernanke & Greenspan, businesses are in far better financial shape than they were entering the past two contractions
Enough with the interest rate cuts!
More bad news from Inflationville
Watch out for aftershocks
It's really the economy, stupid!
"Golf is a great economic indicator." - Greg Norman
The Tiger Effect? Not this year
The bloggers turn bearish again
"My personal belief is that as long as humans are involved in the financial markets, the markets will continue to be driven by the emotions of greed and fear." - Mebane Faber
Current market weakness is just another long-term opportunity?
10 reasons to like U.S. equities
Bond traders are finding there is nothing special about Treasuries anymore
Contrarian headline alert of the day - 12 ways to prepare for the next great depression
"Profits (where there are any) will be dismal, there's no doubt about that. But the bigger problem for the stock market right now could be the fact that Wall Street analysts haven't come to their senses yet about how miserable the rest of the year will be." - John Crudele
This week's earnings preview
Everything boils down to reports from Citigroup & Merrill?
Analysts react to GE's miss
Tranche warfare breaks out over CDOs
Downturn alters IPO, M&A landscape
Can a water stock weather the IPO dry spell?
Wages for those starting out their careers have declined dramatically
Here is why corporate stock buybacks are at a 30-year high
Investor apathy will stymie markets
Barron's talks to Jim Rogers
How now, Charles Dow?
Sector selection is key to playing the recession
This earnings season, focus on predictability
How to trade a range-bound market
Retail chains are caught in a wave of bankruptcies
Despite tough times, ultra rich keep spending
Tough times for the rich?
Bush is concerned about food shortages
Higher food prices are here to stay
High commodity prices? Blame Wall Street!
High oil prices have breathed new life into California's oil industry
Did you know the Bakken Formation in North Dakota and Montana has an estimated 3 billion barrels of recoverable oil that hasn't been found?
Brazil oil field could be huge find
Brazilians' income is up, but U.S. firms' investments in Brazil aren't
Energy sector sees strong M&A interest
Solar power gets a boost
Solar and wind businesses are powered by tax breaks
Two carbon-market millionaires take a hit
A bull market for big tires
Gold has three catalysts
G7 finance ministers threaten to intervene in dollar's plunge
Investment banks are shipping their best talent to Asia
"You shouldn't see China anymore as a sweatshop." - Ronald R. Haddock
China is working hard on opening more banks in the U.S.
Opportunity south of the border?
Tomorrow's emerging markets
Interesting data on global stock market performance
Housing woes spread worldwide
It's a bull market for foreclosures - now up 60% in the past year
It is time to get past the negative hype on the housing story?
Why insiders are betting on homebuilders
More airline mergers coming soon
Health insurance companies are rapidly adopting a new pricing system
Forget financials, it's time to bottom fish in telecom?
Nanotechnology: Getting small is getting big
Silicon Valley's 150 largest companies definitely got leaner last year, and the results paid off handsomely in the amount of cash they generated. So, what did they do with all that money?
The 73 biggest brains in business
Steve Jobs must be loving this
Salesforce.com to sell Google Apps
Keep an eye on this - a sea change is coming to computing
"Wow. Blockbuster is completely out of ideas, isn’t it?" - John Paczkowski
Mosaic gathers no bears
Chinese Wealth Fund builds $2 billion dollar stake in BP
Hedge Fund embraces Contango Oil & Gas
Home-grown oil stock picks
Weekly insider report
Harry Domash's solid high dividend stocks
Chris Perruna's watchlist
Bill Gates' portfolio
Morningstar's 5 star picks
The market is always changing!
Five lessons traders can learn from American Idol
How not to lose your shirt in a bear market
CXO examines the weekly COT report
A nutshell approach to Rule #1 investing
Need some more reading material? 12 Wall Street Classics for 2008
Lessons from the best-ever hedge fund manager
Curtis Hesler's tips on TIPS
Here come four actively managed ETFs
All-ETF portfolios: keeping it too simple may be stupid
Kiplinger's suggested fund portfolios
"I've got good friends. This is only money." - Chris Murphy
11 reasons investor literacy is a big hoax
Why the TIPS are not the best place for your money right now
What your 2007 tax return is telling you
Brokers play shell game with money-market yields
If your bank should fail, here's some guidance to help understand the downside risk
Keepm offers a nifty way to manage your contacts
Ed Seykota's whipsaw song
"Always give 100% and you'll never have to second-guess yourself." - Tommy John