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Thursday, July 3, 2008
From Seeking Alpha - view blog entries - visit this blog
July 3, 2008 at 10:53 am ET
Barry Ritholtz submits: David Leonhardt discusses a few items today which are regular discussion points here at TBP. My favorite lately is why the public is so much gloomier than the pundits:  Complete Story » ... (more)

From Seeking Alpha - view blog entries - visit this blog
July 3, 2008 at 10:50 am ET
Eric Savitz (Barron's) submits: Apple (AAPL) shareholders: you need to get a grip. On Wednesday, AAPL sold off on news that the company, CEO Steve Jobs, former CFO Fred Anderson, former general counsel Nancy Heinen ... (more)

From Seeking Alpha - view blog entries - visit this blog
July 3, 2008 at 10:45 am ET
Eric Savitz (Barron's) submits: Apple (AAPL) shareholders: you need to get a grip. On Wednesday, AAPL sold off on news that the company, CEO Steve Jobs, former CFO Fred Anderson, former general counsel Nancy Heinen ... (more)

From Seeking Alpha - view blog entries - visit this blog
July 3, 2008 at 10:29 am ET
Matthew Moscardi submits:For those of you that have been reading the Smug Investments blog, Smugly Green, you will be familiar with our total green portfolio concept. For non readers, the ever expanding universe of ... (more)

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July 3, 2008 at 10:27 am ET
John Gilliam submits: It has long been assumed by many investors that acquiring Valueclick (VCLK) would be the first step in "plan B" for Microsoft (MSFT) if its bid to take over Yahoo  (YHOO) was unsuccessful. ... (more)

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July 3, 2008 at 10:19 am ET
Kathy Lien submits: The jobs number for the month of June was bad but not bad enough to stifle the gains in the US dollar. Non-farm payrolls fell by 62k, the sixth consecutive decline in ... (more)

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July 3, 2008 at 10:14 am ET
Mark Loftin submits:Ask most anyone what comes to mind when mentioning Colombia, and they will likely respond cocaine trafficking, Pablo Escobar, Guerilla rebels, and rampant violence and kidnappings. But times have changed. Complete Story ... (more)

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July 3, 2008 at 9:45 am ET
Hickey and Walters (Bespoke) submit: With today's 25 basis point increase in the ECB's benchmark interest rate, the spread between central bank rates in the US and the Euro region is now at its ... (more)

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July 3, 2008 at 9:41 am ET
Roger Nusbaum submits: A reader, perhaps prompted by this article at Index Universe, asked for my take on a yet to list (so it appears) open ended mutual fund called IQ Alpha Hedge Strategy Fund. ... (more)

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July 3, 2008 at 9:40 am ET
Gary Weiss submits: Byrne takes a blue pencil to his Sith Lord ravingsMy favorite flipped-out CEO, Patrick Byrne of Overstock.com (OSTK), has been working intently at his day job, which is haunting Internet message boards ... (more)

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July 3, 2008 at 9:28 am ET
Gary Lucido submits:Back in April I identified an opportunity arbitraging the MacroShares Up UCR and Down DCR shares. The Down shares were overpriced relative to a fairly equivalent investment in USO puts. That play paid ... (more)

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July 3, 2008 at 9:25 am ET
Phil Davis submits: Wow, now we are looking at a good open!The ECB did, as expected, tighten rates by a quarter point, now 4.25% to our Fed’s 2% and our payrolls were indeed down 62,000 ... (more)

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July 3, 2008 at 9:20 am ET
Michael Shedlock submits: CNN Money is reporting Ford sales plunge. Ford Motor (F) reported that its U.S. sales tumbled 28% in June from a year ago, in what could turn out to be the weakest month for auto ... (more)

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July 3, 2008 at 9:17 am ET
Michael Shedlock submits: uto sales were generally dismal across the board, with Honda the only bright spot as reported in an Auto Makers Report by the Wall Street Journal. The declines were exacerbated fewer selling days; ... (more)

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July 3, 2008 at 9:12 am ET
Trader Mark submits: More great news from our wonderful service economy - a new slew of 12,000 potential Walmart (WMT) workers have just been borne. Lucky us. Of course these people will disappear into ... (more)

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July 3, 2008 at 9:06 am ET
Trader Mark submits: Petrohawk Energy (HK) and Chesapeake Energy (CHK) both are ripping up 9-11% in early action - right now anything associated with the Haynesville Shale is gold in this sector - not that the other natural gas ... (more)

From Seeking Alpha - view blog entries - visit this blog
July 3, 2008 at 9:00 am ET
Trader Mark submits:That was not the right way to follow up a reversal day (Tuesday). To open with strength and close at the low of the day, completely erasing Tuesday's reversal (which was in itself bullish) - ... (more)

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July 3, 2008 at 8:59 am ET
Macro Man submits: This market just doesn't get any easier, does it? Consider that in the last day and a half, we've observed the following: a) A stunning intraday rally on Tuesday ... (more)

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July 3, 2008 at 8:58 am ET
Vikram Saxena submits:Crude Oil's relentless march towards the near term spike target of $150 is now threatening to send the Global Economy into a recession. Big Oil companies (Exxon-Mobil (XOM), Chevron (CVX), Royal Dutch Shell ... (more)

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July 3, 2008 at 8:54 am ET
Chris Krasowski submits: The global gourmet coffee giant is and has been under tremendous pressure to come up with something, anything to regain investor confidence, as a weakening US economy is having a dramatic effect on earnings. The ... (more)

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July 3, 2008 at 8:45 am ET
Ashraf Laidi submits:The dollar dropped to new session lows as the June ADP survey on private payrolls dropped 79K, versus expectations of an increase of 20K decline following a 40K increase in May.Notably, the track ... (more)

From Seeking Alpha - view blog entries - visit this blog
July 3, 2008 at 8:37 am ET
Dan Weiss submits: Below, is an examination of performance for the Russell 1000 and Russell 2000 Indices by GICS sector followed by my ... (more)

From Seeking Alpha - view blog entries - visit this blog
July 3, 2008 at 8:30 am ET
Notable Calls submits: JP Morgan notes that the extreme sell-off in steel stocks Wednesday can be largely attributed to a Bloomberg story Tuesday – “ArcelorMittal (MT) Says Half of Customers Rejected $250 Surcharge” - quoting ... (more)

From Seeking Alpha - view blog entries - visit this blog
July 3, 2008 at 8:25 am ET
Hard Assets Investor submits: By Brad Zigler Pundits and oil analysts were collectively off the mark on this week's big number: crude inventories. Stocks, which had been projected to rise by some 100,000 barrels last week, instead tumbled ... (more)

From Seeking Alpha - view blog entries - visit this blog
July 3, 2008 at 8:07 am ET
Notable Calls submits: Several firms are out with defenses on Coal names following yesterday's sell-off:- Citigroup notes coal has benefited from structural change, with historically isolated/fragmented regional markets linking up and "going global." Mine shortfalls, ... (more)

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