August 6, 2008
Some quick links that folks may find interesting: Legg Mason dumped by Massachusetts as state swears off stockpickers (Bloomberg) Myanmar, one of world's poorest countries, will lose one-third of food production this year (Bloomberg) Panicked oil tanker owners thinking of...
Some unsettling data here from the San Diego Food Bank about the growing year-over-year second quarter percentage increase in demand for food: 102 percent: La Mesa 69 percent: Spring Valley 34 percent: Chula Vista 26 percent: Oceanside 25 percent: San...
My friend Barry has up a post claiming (via David Rosenberg of Merrill) the following: 300-point Dow rallies only happen in bear markets. It's a great claim -- amusing, contrarian and fun -- but is it true? It's a good...
I'm fallen down inside Google Insights for Search, and I can't get up. The newly launched service from Google is outrageously interesting, with fine-grained search term traffic data available across times and geographies. It's Google Trends, but crazy data delicious....
Anyone know more than I do about MFFAIS? This is (seemingly) an crazy comprehensive set of fine-grained data about institutional shareholdings around the world. Is the data credible, especially outside the U.S.?...
I just had an email correspondent suggest that I need to claim title to the crude oil price point at which equivalent economic damage is done (economy, cleantech, etc.) by price moves in either direction, up or down. I argued...
I wrote about this first back in September, but a (negative) investment theme I've liked for more than a year now has been the "decline of aspirational everything". To my mind, companies like P.F. Chang's, Cheesecake Factory, Whole Foods and...
Be it resolved: We're at a price point in oil markets where we are screwed no matter which direction prices move. Higher prices smoke the economy and inflation, and lower prices screw the emerging alternative energy complex. Thoughts?...
Nice and somewhat amusing distinction made about Freddie Mac in a report today on Bloomberg. One analyst called Freddie Mac "profound insolvent". Question: What is the difference between being "insolvent" and being "profoundly insolvent"? Isn't insolvent one of those words,...
Was your reaction the same as mine to this snippet from Time-Warner this morning? Time Warner said it had moved to separate AOL’s traditional dial-up internet access business from its online advertising platform during the quarter. My reaction: AOL still...
