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The Deep, Inner Meaning Of Bank of America's (BAC) TARP Repayment

Fri, 04 Dec 2009 14:19:07 GMT

As expected, Bank of America (BAC) will repurchase its $45 billion TARP preferreds, funded in part by an additional $18.8 billion in "common stock equivalents", $4.0 billion in asset sales, and $1.7 billion in restricted stock issued to employees in lieu of cash bonuses.[More...]

Forget Yesterday, It's All About Jobs

Fri, 04 Dec 2009 13:21:30 GMT

Good morning. Stocks tanked in the last half-hour on Thursday and while the major news outlets attributed the decline to either profit taking or some trepidation in front of this morning's big Jobs report, we'd like to offer a little more substantial reason for the 85 point dive on an otherwise subdued day of trading.[More...]

Fed Balance Sheet Declines By $15 Billion After Improbable Reduction In MBS, Excess Reserves, Monetary Base Hit Record

Fri, 04 Dec 2009 04:14:41 GMT

The Federal Reserve's balance sheet declined by $15 billion to $2,183 billion from the prior week, after the Fed presumably offloaded $2.7 billion in MBS: this is the first time since QE started that MBS holdings have declined. If anyone can tell us just who the idiots are who bought MBS from the Fed (and at what price), and who the even greater idiots are who are supposed to believe this, please send us an email.[More...]

China Will Continue To Drive The Global Economic Recovery In 2010

Thu, 03 Dec 2009 14:38:07 GMT

China isn’t just leading the global economic recovery – it’s lapping the field.[More...]

Interesting Stat: How Much Private Sector GDP Is From Construction And Real Estate?

Thu, 03 Dec 2009 13:15:56 GMT

Back in June, we discussed commercial real estate at length following attendance at a large real estate conference in NYC. Our tone was cautious and one question we wondered about was the percentage of GDP that real estate represents. We actually came across the answer back in August and meant to share then, but didn't get to it. Since the question/topic remains highly relevant to considering the potential negative economic drag from depressed real estate activity, we're sharing now -- the following table is from an 8/28/09 NYTs article, "Construction That Fueled Growth in the Sun Belt Slows":[More...]

Credit Market Overview: Dec 3, 2009

Thu, 03 Dec 2009 12:59:02 GMT

The credit crunch crisis of confidence which we appear to be crawling out of even though the debt and equity markets catapulted themselves higher earlier this year could be similarly argued to be a crisis that started in the credit markets which crunched confidence around the world as it could a collapse in confidence in the value of the securities investors held which corrupted the credit markets causing them to cease funding.[More...]

Grab Some Northern Exposure With EWC

Wed, 02 Dec 2009 21:39:42 GMT

Emerging markets are captivating investors again, but tidy profits aren’t always far away. Placing your bets on well-established global markets can also prove rewarding. That's why we're looking at Canada.[More...]

Unemployment Struggling To Turn A Corner As Job Losses Mount In November

Wed, 02 Dec 2009 21:20:20 GMT

U.S. job losses in the private sector slowed in November but still exceeded economists’ projections, a report by payroll-processing firm Automatic Data Processing (Nasdaq: ADP) indicated yesterday (Wednesday).[More...]

Why Barrick Closed Their Gold Hedge

Wed, 02 Dec 2009 19:15:14 GMT

It sure looks like gold is going to close above $1,200 an ounce today in New York. And large open market purchases from central banks in China, India and Russia are only helping the price surge more. (Just one year ago, some of these same central banks were actually selling gold in an attempt to fill an annual 10,000-ton supply gap.)[More...]

ANALYSIS: Falklands: The final frontier

Thu, 03 Dec 2009 18:51:00 GMT

Dec. 3--For a 20th century punctuated by truly bloody global conflicts, the battle for the Falkland Islands in 1982 is a historical peculiarity.
The Falklands Conflict -- Britain and Argentina, of course, never actually declared war on each other though they still managed to kill more than 900 servicemen between them -- has among historians of the Left been regarded as a cynical jingoistic ploy by Margaret Thatcher: the Prime Minister happily participating in a war to fire up her wilting ratings to the point she won a second General Election the next year.
Fevered talk in private investor chatrooms is that the British-owned Falklands will prove to be one of the last great frontier oil provinces of the world, a region so rich in hydrocarbons that it might eclipse the UK's North Sea oil and gas bonanza.

: iStockAnalyst.com Symbols Feed

The Deep, Inner Meaning Of Bank of America's (BAC) TARP Repayment

Forget Yesterday, It's All About Jobs

Fed Balance Sheet Declines By $15 Billion After Improbable Reduction In MBS, Excess Reserves, Monetary Base Hit Record

China Will Continue To Drive The Global Economic Recovery In 2010

Interesting Stat: How Much Private Sector GDP Is From Construction And Real Estate?

Credit Market Overview: Dec 3, 2009

Grab Some Northern Exposure With EWC

Unemployment Struggling To Turn A Corner As Job Losses Mount In November

Why Barrick Closed Their Gold Hedge

ANALYSIS: Falklands: The final frontier

Evening Standard, London, market report column

ExxonMobil finds oil traces off Sulu

Evening Standard, London, market report column

Billiton to drill anew for oil

Evening Standard, London, market report column

Evening Standard, London, market report column

Ticon aims for 22% growth in revenue

Where to put your money

Evening Standard, London, market report column

Benchmark Journal Brings In-Depth Research to Stocks Trading on the Basic Materials, Services & Technology Sectors

Breaking News: China Armco Metals - November 24, 2009

RidgewaterEquity.com Free Fundamental Sector & Market Research on BBL, LNC, PGN, RIG, OHI and R

PicksThatMove.Com Announces Investment Opinion on UUU, AAA, RFMD, SUNV and XDSL

Aurion Amends Terms to Offering, Appoints Director and Officer and Grants Options

Alcoa Strengthens Cash Position and Returns to Profitability in Third Quarter

Tuesday's Market Alert: China Armco Metals - September 29, 2009

Steel Giants Move Forward With Plans to Revive Idled Operations, an Industrial Info News Alert

ArcelorMittal Announces Publication of Its Half-Year Report 2009

AK Steel Announces Stainless Steel Price Increase

Form 4 AK STEEL HOLDING CORP For: Dec 02 Filed by: MCCOY ALAN H (10K)

Form 4 MCCOY ALAN H For: Sep 14 (10K)

Form 4 MICHAEL RALPH S III For: Jun 30 (10K)

Form 4 PETERSON SHIRLEY D For: Jun 30 (10K)

Form 4 THOMSON JAMES A For: Jun 30 (10K)

Form 4 THOMSON JAMES A For: Jun 12 (10K)

Form 4 BRINZO JOHN S For: Mar 31 (10K)

Form 4 Cuneo Dennis C For: Mar 31 (10K)

Form 4 MICHAEL RALPH S III For: Mar 31 (10K)

Form 4 PETERSON SHIRLEY D For: Mar 31 (10K)