Archive for April, 2008
Readings from Around the Net
What I’m reading… with a quick blurb on eachIn our Food Crisis sectionWSJ: Grain Companies’ Profits Soar as Global Food Crisis MountsAt a duration when parts of the world are facing food riots, Big Agriculture is dealing with a different sort of challenge: huge profits. (replace the word agricult…
Bookkeeping: Taking some Gafisa (GFA) off Table
I have no view what has gotten into Brazil today as the iShares Brazil (EWZ) is up nearly 9%; that’s the large caps index.. but Gafisa (GFA) is up 14% and since I just added to that Monday in the $38s [Bookkeeping: Adding Gafisa] I am going to cut back a bit here in the $43s. whether anyone knows wh…
Bookkeeping: I’m Meaningfully Adding Short Exposure here on the “Fed Pump”
That was our last catalyst to break through 1400. I’m going to be more negative and whether we pop to 1410, 1420 etc on S&P 500 I will began layering in even more shorts.Since I don’t know what the flavor of the day will be (strong dollar? weak dollar? commodities are great? homebuilders are gr…
MSNBC: Americans Tapping Attic for Spare Cash
Everything will be better in 6 months. Everything will be better in 6 months. Everything will be better in 6 months.GDP still positive - no recession. GDP still positive - no recession. GDP still positive - no recession.Unemployment rate low - Americans thriving. Unemployment rate low - American…
Finally (A Year Late) Fertilizer Hits the Front Page of the NYTimes; and an Interview with Mosaic (MOS) CEO
Just in date for a sell off… the mainstream press finally wakes up to one of the best investing stories of the past few years… much of that is old news for blog readers but it continues to build on my World of Shortages theme… note how when new factories are created to generate more fertilizer…
Gateshead Firm Fined £10,500 After Worker Is Left Blind In One Eye, UK
The Health and Safety Executive (HSE) is warning employers about the need to properly maintain machinery and supply adequate training after a Gateshead company was fined £10,500 following an incident that left a worker blind in one eye.
Weldex UK Ltd pleaded guilty to three breaches of the Provisi…
Memory Manipulation Questioned By Moral Philosopher
Is medicated memory manipulation ethically sound? And perhaps more importantly, who should be charged with the decision to deliver such a treatment: patient or physician? Elisa Hurley, a philosophy professor, is seeking answers to these questions in her research currently underway at The University …










