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Guest Post: Is Europe Next For A Shale Natural Gas Boom?
Submitted by Daniel Graeber of OilPrice.comIs Europe Next For A Shale Natural Gas Boom?Chevron and Royal Dutch Shell are getting an early start on shale exploration campaigns in eastern European...
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Visualizing The World's Megatrends In 2020
From 'the resurgence of religion' to 'food price volatility', cyber-viruses, urbanization, quantum computing, and peak water, Richard Watson's table highlights societal, technological, economic, and...
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Guest Post: Adrift At Sea
Submitted by Jim Quinn of Burning Platform blog, “In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule.”– Friedrich Nietzsche The big story this past week,...
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These 10 Stocks Account For Over 20% Of The S&P 500's Market Cap
The S&P 500 represents the broad US equity market. It is the bogey for countless herding asset managers and is seen as the professional's index as opposed to retail's Dow. But, a scratch under the...
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Paul Versus Joe
Paul Krugman (PK) and Joe Scarborough (JS) have been having an on-air feud of late. The issue is debt, spending and inflation . The two have been going at each other on their blogs: Here, Here, Here...
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2013 Earnings: Just Insert Hockeystick
We have discussed various incarnations of market-reality separation from underlying-reality but none had quite the unbelievability of the following chart of earnings-growth expectations currently...
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Chart of the Week: Gold
Gold is in a bull market; it is at support. Despite the questionable fundamental picture, I believe this represents a good buying opportunity as price sits at support.cow.2.17.13.gold from ARL...
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Guest Post: What Warren Buffett Doesn’t Understand About Investing
Submitted by Tim Price of Sovereign Man blog,“Price is what you pay; value is what you get.”– Warren BuffettWarren Buffett’s aphorism has been rightly celebrated. But to be a true value investor, it...
View ArticleSantelli Bashes Central Bankers'"Sand-Castle Economies"
It has been four years since Rick Santelli's epic "are you listening Mr. President?" speech and the bad behavior has merely been more and more rewarded. Assisted by the enablers of the world - Central...
View ArticleThe Bermuda 'Reacharound' Triangle Tax Dodge
With sequesters and loopholes the only two words that seem to matter in Washington (the latter more than the former as far as action), we suspect the popularity of the so-called 'Bermuda Triangle' tax...
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Presenting The College Whose Graduates Have A 62% Student Loan Default Rate
It is common knowledge by now that the US has a student loan problem. Specifically, a subprime-sized, student loan default problem, which as was reported last year, has now surpassed a 23% default rate...
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Dow & S&P Surge To New 5-Year Highs, USD Unch
Volume was nothing to cheer about after a long weekend, but it seemed the forced buy-ins and stop-runs remain as stocks pushed on to new highs even as the USD ended unchanged from Friday's close and...
View ArticleSpain's Second Largest Bankruptcy Roils Real-Estate Market, Leaves Tepper...
It's no shock that the Spanish housing market is horrible but hope has been, following the government's nationalization of various banks and creation of the 'bad bank' to soak up all the toxic crap...
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Guest Post: The End Of The Shale Era - Big Shift In Junior Oil Exploration
Submitted by OilPrice.comThe End Of The Shale Era - Big Shift in Junior Oil ExplorationThe oil and gas game can be a tricky one for junior companies, but if played right the pay-off can be massive. At...
View ArticleGoldman 'Explains' The 'Market': "Best Not To Look A Gift-Horse In The Mouth"
Good news, bad news, no news, dips, no dips, who cares. As Goldman sales/trading desk says, never look a gift-Bernanke in the mouth (especially if he ends up in a frozen lasagna at a store near...
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Japan Welcomes Abenomics With Record Unadjusted Trade Deficit In January
We may have this centrally-planned, currency-debasement driven economic stimulus thing backwards, but unless we are very wrong, in January, Japan was not supposed to post a record unadjusted trade...
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You Are Here
Over the past few years, Citi's Matt King notes that the future never seems to become quite bright enough to offset the underlying economic and political realities. When we have been in this situation...
View ArticleJust Say NO: Seattle Residents Kill the City’s Drone Program
Via Michael Krieger of Liberty Blitzkrieg blog,The anti-surveillance state movement is gaining traction and following Charlottesville, Virginia becoming the first city to pass anti-drone legislation,...
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TICK Plunges As Suddenly Everyone Sells
It took the algos a good hour of digesting the Fed's PR before slowly and surely, as we observed when noting the stealthy action in the VIX, the crowd shifted suddenly from the right side of the boat...
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The 'Kyle Bass' Trade And How The Penny Cost Taxpayers $436mm
It has been a few years since Kyle Bass suggested the 'nickel trade' and the idea remains as profitable for those with large wheel-barrows now as it ever was. As Bloomberg notes, the penny currently...
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