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Category Archives: Uncategorized
Apple Ups 1Q’11 iPhone Shipment Target
Taiwan’s Digitmes, a must read and the best source for supply chain news, reports, Apple has raised the global shipment goal for its iPhones for first-quarter 2011 from 19 million units originally to 20-21 million units, according to sources with … Continue reading
THICK AS A BRIC – U.S. Stocks Outperform Star E.M.s
To the surprise of many, the U.S. stock indices are set to outperform those of the beloved BRICs in 2010. As of December 23rd, China and Brazil are down for the year with the Russian RTS the top performer, up … Continue reading
Posted in BRICs, Charts, China, Currency, Equities, Uncategorized
Tagged BRICs, China, Currencies, Equities, U.S. Stocks
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Hang Seng Bounces, Sets Up Santa Claus Rally
Nice rebound in the Hang Seng, which was threatening to break the neckline of a head and shoulders pattern. As one of our indicator species for global risk, the Hang Seng recovery paves the way for a Santa Claus rally … Continue reading
Chart of the Day: Private Pension Fund Asset Allocation
Today’s release of the Flow of Funds Accounts by the Federal Reserves shows the private pension fund sector asset allocation. Though a slight uptick from 2Q2010, the data show private pensions remain significantly under allocated to equities compared to historical … Continue reading
Posted in Uncategorized
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Ireland and Greece: “very different financial meltdowns”
Good piece on the Christian Science Monitor blog comparing the Irish and Greek crisis. The author defends four main differences: 1) …while the Greek crisis involves long time fiscal mismanagement with systematically too large deficits even during the boom, the … Continue reading
Posted in Uncategorized
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Rare Earth Metals ETF (REMX) Begins Trading October 28th
Don’t forget the Van Eck Rare Earth/Strategic Metals ETF (REMX) is set to begin trading tomorrow. The ETF seeks to replicate the performance of the Market Vectors Rare Earth/Strategic Metals Index. Click here for prospectus.
Posted in Rare Earth Elements, Uncategorized
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Rare Earth Stocks Up Big on China Restrictions
China announced further limits on its Rare Earth exports today. The country controls 97 percent of the world’s supply, which are critical for hi-tech products, including smart phones, hybrid and electric vehicles, and cruise missiles. Hard to read if … Continue reading
Posted in China, Commodities, Currency, Geopolitical, Politics, Rare Earth Elements, Sovereign Risk, Uncategorized
Tagged China, Molycorp, Rare Earth, Rare Earth Elements, Trade
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Wall Street: The Speed Traders – 60 Minutes
In case you missed the excellent 60 Minutes piece on robo/algo traders. It’s worth the 13 minutes of your time. How Speed Traders Are Changing Wall Street Steve Kroft Gets A Rare Look Inside the Secretive World of “High-Frequency Trading”
Posted in Equities, News, Policy, Uncategorized
Tagged Equities, High Frequency Trading, Supercomputers
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Picture of the Day: The Wealth of Nations
Great shot (magnified 22x) of a wood ant holding a microchip in its teeth. This picture symbolizes, at least to us, the recipe for the “Wealth of Nations:” 1) the work ethic of the ant; 2) the technology of the … Continue reading
China’s September PMI 53.8 v. August 51.7
China’s PMI came in at 53.8, erasing fears the economy was slowing. A decent ISM (54.5 consensus) tomorrow will set a positive tone for Q4. Recall our analysis of the under invested private pension funds sector (see chart below), which … Continue reading
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