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Wall Street Breakfast: Must-Know Newsby SA Editor Rachael Granby- Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought.
- Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only.
- Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week.
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- The Macro View -SampleSeeking Alpha - The Macro ViewMarket Outlook
- An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy
- Long Term, Financials Look Good by Michael Filloon
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Oil Price- Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning
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Wednesday, October 15.Bullish Calls:Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.Bearish Calls:Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."Email continues...
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend. - Stocks & Sectors -SampleSeeking Alpha - Stocks & SectorsInternet
- eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman
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Media- A Triple Financial Whammy Afflicts Newspapers by Ken Doctor
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Telecom- Ten Ways to Invest in Louisiana by Stockerblog
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Financial- Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson
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- USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript
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India- Indian Economy Has Much to Cheer About by Equitymaster
- India: RBI Cuts Cash Reserve Ratio by Equitymaster
- India: Markets Continue Downward by Equitymaster
Japan- Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media
Asia- Four International Dividend Stocks to Watch by David Hunkar
Eastern Europe- Reality Bites As Stocks Continue To Collapse by The Mole
- Alternative Energy Investing -SampleSeeking Alpha - Alternative EnergyAlternative Energy
- Seven Stocks for an Impending Apocalypse by H.J. Huneycutt
- Solar Shares Under Pressure From Credit Crunch and Pricing by Eric Savitz
- Trina Solar Looks Good, Though Market Yawns by Trader Mark
- The Electric Car Market: Wise Energy Use Stocks by Tom Konrad
- Investing in the Power of the Sea
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- Too Early To Buy Homebuilders ETF by Larry MacDonald
- Utilities Beginning to Generate Interest for Longs by Joe Kunkle
- Two Global Infrastructure Investment Opportunities in ETFs by Investment U
New ETFs- First Trust Launches Infrastructure ETF with Global Reach by Index Universe
- Overview and Analysis of the Global Generic Drug Industry by Mike Havrilla
Emerging Market ETFs- Brazil Is the Best of BRIC by Carl T. Delfeld
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US Market- An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy
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Housing & Real Estate- Too Early To Buy Homebuilders ETF by Larry MacDonald
- Another 'Root Cause' That Isn't: Tumbling Home Prices by Tim Iacono
Transcripts- TrueBlue, Inc. Q3 2008 Earnings Call Transcript
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ETF- Too Early To Buy Homebuilders ETF by Larry MacDonald
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Latest Comments91 Comments
Evergreen Solar: Why This Overlooked Company Is a Good Investment
Evergreen Solar: Why This Overlooked Company Is a Good Investment
The energy innovation boom will have many components.
Solar
Fuel Cell
Wind
Wave
Turbine
NG
Clean Coal
Energy Storage
Energy Conservation
Energy Transition
??????
It does not matter if it is solar, fuel cell or wind they all need inverters.
www.satcon.com/
alternative-energies.c...
alternative-energies.c...
alternative-energies.c...
The more I read / research about this stuff the more I see it all coming together. It is only a matter of time.
I remember in the late 80's hearing about the internet and people said "who would ever pay for the internet and it will take 20 years to build the infrastructure."
“In the business world, the rearview mirror is always clearer than the windshield.”-Warren Buffett
Big money is in the game alternative energy will not be alternative much longer. Do your research. 2 years, 5 years, 10 years - it is going to happen. It is also one of the only ways we can grow the world economy.
Evergreen Solar: Why This Overlooked Company Is a Good Investment
You have a question regarding our products or technology that you would like answered by our customer care team.
products@evergreensola...
Evergreen Solar: Why This Overlooked Company Is a Good Investment
en.wikipedia.org/wiki/...
Evergreen Solar: Why This Overlooked Company Is a Good Investment
www.youtube.com/watch?...
hope that helps.
The Problem with Cap-and-Trade Offsets
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Evergreen Solar Wants Its Shares Back
Evergreen Solar: Why This Overlooked Company Is a Good Investment
Striking Values In the Energy Storage Sector
Solar Stocks Are Now Attractive Again
Fundamental Valuation: How Low Could We Go?
Gov. Schwarzenegger: Solar Can't Be Stopped
Innovation drives the stock markets!
Investing in the Power of the Sea
Fear Is Not a Strategy
Because:
1. We have many countries working together.
2. Fed / World banks are putting a lot of $$$ into the market.
3. We will be pulling out of the war soon. For many reasons.
4. If this was just a US problem we could have some problems, but the whole world is in this together.
5. New innovations in energy (generation, transition and storage) will drive the markets. Innovations drive markets.
6. The media. Once confidence improves word will spread quick and people will get back into the market sooner than in years past.
7. This may result in major changes (such as fairtax, it exposes the need for political change - congress). Get the jokers out of office.
I thought the crash was coming last year and have been 70% out of the market since then. I am a buyer in about 2-3 weeks.
Over the next few years we need real reform (Like Ron Paul Real).