Monthly Archives: July 2008

Getting long Chemicals & Meat(?)

Growing middle class, consuming more and more meat and processed foods…what do you think, get long SDA, or am I too late? Fertilizers and Pesticides for agiculture…good. Lithium for mobile…good. Soda Ash for paper, glass, and detergents…good. What do you think, get long FMC? No position…yet.
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Jeff Gendell

…seems like a pretty sharp man, and if Dan Conway likes him, so do I. I just discovered this site, and I hope this picture updates dynamically, as time passes…I think it will…but look at what time frame he has been BUYING…pretty heavy buying, THIS year, if you ask me. Just click this, to see his buys [...]
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If I could pick only two stocks to hold for the next 5 years…

…and I wasn’t allowed to trade at all, it’d be TEX, and HEK. HEK is more risky, well actually really risky, but hence the upside. TEX, can’t figure it out, they just blew away the numbers tonight, I don’t know why the stock isn’t up 50% right now. Long HEK from $8.27 and $9.95. Long [...]
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First Investment Outlook: Let me count the ways…

That the pollution haze, alt. energy phase, banking craze, water ways, derivative maze, urbanization blaze, crop yields on maize and inflation daze…have given me too many ideas to throw money at, I just don’t know which ones are best. Pollution and energy are two big problems, combine that with urbanization and CVA is likely to prosper. [...]
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Predicting Prediction Markets to Succeed!

I was listening to an audio version of the economist, when I had to drop what I was doing when I heard them mention Prediction Markets. A quick google search pointed me to intrade.com. Very cool. People bid on contracts that expire at either 100 or 0.  It’s a market for a betting pool as [...]
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US vs Canada Real-Estate Numbers

After buying a condo in the center of Toronto, out of necessity, I got a little more curious about specifics in pricing and housing costs in different US cities. I found the Trulia housing heat map helpful, which accompanied this list of average listing price of homes, for the entire STATE’s real estate listings: Hawaii $935,452 Wyoming $859,654 New York $761,945 California $702,176 District [...]
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To Quote Bill Gross & Learning With Skin In the Game

I am an equity/derivatives guy – I think I always will be, but, I KNOW I need to expand my knowledge of how the bond market works, and the signals it gives off. I’ve been reading one of Bill Gross’s book, you know the manager of PIMPCO, “The Peter Lynch of Bonds” according to [...]
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3Tier Group: Nice Work on Wind & Solar

Props to the people at the 3Tier Group for building a cool way to display the world wind data and american solar data. They run a good blog too blogrolling NOW!
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Just For my Sister

My sister and I, I can’t put my finger on it, see some fun form of value in the one laptop per child program. I remember mocking it a little at first…but…the smartest of people understand that they might not be right. This post basically says out loud, that maybe, I might be wrong on [...]
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Selling Shovels to Miners

…sort-of. It’s on WALLSTRIP today, the explanation of the problem at least. GOOD NEWS The problem has been solved! BAD NEWS is, Julie’s right that Bandwidth is finite. But who prospers when demand outstrips supply, I mean, beyond the obvious? I mean who wins? I’ll tell you, the guys selling the technology to make it [...]
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Wind et al. I’m a little ahead, but oh so behind

Americans got to solar & coal first. Canadians invested in the oil sands & nuclear first. Europeans invested in wind first. BECAUSE…everybody sees the potential, in their own back-yards FIRST, then bids up PEs accordingly.  By the time the other markets catch on, well, they become the dumb money. I was scared buying into Vestas a little bit ago, [...]
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Drought Map

Yah…you know I keep getting more and more into the looming water problems for the world. Here is a July 3rd map of the droughts in the US.  Click it to see the entire thing
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Pick up knife, Throw at foot

The monopolistic Bell & Telus, up in Canada, are going to start charging customers for incoming text messages. Not going to fly, unless Rogers does it too. Look for yourself: http://tinyurl.com/5c5h7k
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