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TMFMmbop (30.96)

February 2010



What the?

February 26, 2010 – Comments (4) | RELATED TICKERS: CGA , YONG.DL , CAGC.PK.DL

Apparently somebody with some money to spend got all kinds of bullish on Chinese fertilizer stocks at the end of the day today. Check out the price and volume spikes in the last minutes of the trading day today at...




The Greece/Germany Dust Up Escalates

February 26, 2010 – Comments (10)

First, we had the Greeks blaming the Nazis for the current financial woes.  [more]



Shocking News from Steve Jobs!

February 25, 2010 – Comments (5) | RELATED TICKERS: AAPL

According to press reports, Apple (AAPL) has no plans to pay a dividend. The company would prefer to save that $25 billion in order to make an ill-conceived acquisition in the name of empire building or keep it just in case they decide to buy up livers around the world just in case Steve's new one fails.

You heard it here first...



My New Favorite: TMFStockSpam

February 25, 2010 – Comments (2)

If you do nothing else today, I encourage you to go check out TMFStockSpam. Headed up by fellow Fool Seth Jayson this new account is rapidly rocketing to the top of CAPS by identifying, tracking, and shorting all of the penny stock spam that is being sent out to investors.   [more]



Another sign of rural China's growth

February 24, 2010 – Comments (2)

What would never happen in China? Well, with a population of more than 1.3 billio, many would say a labor shortage (in fact, an oversupply of cheap labor is why that country has become the center of global manufacturing). But that may be changing. The WSJ reports on a growing labor shortage in urban China:   [more]



Remember Dollars Spend

February 24, 2010 – Comments (3)

We're generally bearish on the US dollar for the long-term at Global Gains, but that doesn't mean investors should go rushing into other more speculative currencies. I was reminded of this as I watched the premiere of The Amazing Race on CBS the other day. Here's what went down in that episode:   [more]



Government always has unintended consequences

February 23, 2010 – Comments (4)

Like China, India is striving to become independent by increasing agricultural yields. Not only is this an important security for these countries' large populations, but it would have the beneficial side-effect of increasing incomes for some of their poorest citizens (which in turn might allow a more consumer-oriented culture to develop and lead potentially to decoupling...though that's admittedly a long way off).   [more]



Euro Death Watch

February 22, 2010 – Comments (1)

George Soros wrote today in FT about Europe's looming crisis:  [more]



On Freedom and the Internet

February 20, 2010 – Comments (0)

Will Twitter and Facebook come to the rescue and fill in the void left by more conventional tools of diplomacy? Will the oppressed masses in authoritarian states join the barricades once they get unfettered access to Wikipedia and Twitter? ...While we fret about the Internet's contribution to degrading the civic engagement of American kids, all teenagers in China or Iran are presumed to be committed and engaged global citizens who use the Web to acquaint themselves with human rights violations committed by their governments.   [more]



This is what's wrong with Twitter

February 19, 2010 – Comments (12)

I'll be honest: Not every we write at our GG Twitter feed is mind-blowingly insightful. For evidence of that note me intimating that Syracuse grads are unintelligent (who doesn't know that already?) or Nathan telling the world that he bought an Asus computer (you probably didn't need to know that).  [more]



Only in Emerging Markets

February 11, 2010 – Comments (0) | RELATED TICKERS: MICC.DL , AMX

I always love Millicom International Cellular's (MICC) conference calls because they include interesting color on some very frontier markets. Yesterday's call, for example, included not just a statement on the progress they're making in arbitration with the Senegalese government after they asked the company for a $200mm bribe, but also this nugget about why America Movil (AMX) may have looked stronger in Q4 in Central America than Millicom did:  [more]



I Survived Snowpocalypse

February 11, 2010 – Comments (6)

Thank you to the good people at Lagunitas and Bell's for making such delectable and potent potables and for canned tomatoes, which can supply a nearly unending supply of sauce for pizza and pasta.



Toyota Conspiracy Theory

February 09, 2010 – Comments (10)

Anybody else convinced this Prius brake failure issue is just a conspiracy by the auto industry to kill off the environmentally conscious, thereby enabling them to do away with fuel efficiency standards?

Just sayin'.



Things that make you go hmmm…

February 08, 2010 – Comments (1) | RELATED TICKERS: CFSG.DL2

No, this isn’t an excuse to link to a classic C&C Music Factory joint. Rather, it’s to call your attention to this Global Gains tweet from last week:

What is going on at $CFSG? +10% yesterday; +4% today. Odd given the market is otherwise very skeptical of China.

We found out today that was going on is that China Fire was closing a $92mm deal with Wuhan Iron & Steel group to retrofit all of that company’s existing plants with code-compliant fire safety equipment. This more than doubled China Fire’s backlog and led the company to issue extremely strong 2010 guidance.

The stock is now up almost 25% on the news, making this a very nice day for whomever was aggressively buying the shares last week. Given that China Fire already has a credibility gap with the market, it would be nice if their stock -- for once -- didn't move significantly in advance of big news. But so it goes.  [more]



It could be a good 10 years for plain vanilla

February 07, 2010 – Comments (4)

Buying and holding a diversified stock portfolio still makes sense. Paradoxically, as fewer people cling to their faith in traditional stock investing, the future rewards from it are likely to grow greater.  [more]



Was Selling Weapons to Taiwan the Right Decision?

February 05, 2010 – Comments (12)

You may have read about the latest U.S. weapon sales to Taiwan, which, as always, angered China, a country that continues to claim Taiwan as its own. A logical question is why are we going out of our way to annoy an emerging world power that owns a significant amount of our debt?  [more]



So, uh, what am I supposed to buy?

February 04, 2010 – Comments (29)

With the Snowpocalypse bearing down on DC and the market going to pot, what am I supposed to do with my money? It appears there are no good answers. Everything is going down hard.  [more]



The Case Against Senegal

February 04, 2010 – Comments (0) | RELATED TICKERS: MICC.DL

A must-read on Millicom's experience in Senegal. The title says it all: The Joy Of Doing Business In Africa: How Corrupt Senegalese Politicians Tried To Shake Down Millicom For $200 Million   [more]



More Chanos on China

February 04, 2010 – Comments (0)

Zero Hedge has the CNBC video and excerpted quotes here. I would just like to comment on this observation:  [more]



Are they coming for our 401(k)s?

February 04, 2010 – Comments (18)

Zerohedge is panicked that the Treasury wants to take away your 401(k) and instead give you an annuity following a lifetime of contributions. While the document they link to is somewhat more benign that Tyler suggests, it's more an dmore looking like the government wants to help us not make bad choices.  [more]



This is our Hurricane Katrina...

February 03, 2010 – Comments (7)

It's just unacceptable to compare anything less than mass death and chaos to Hurrican Katrina or the Holocaust. Yet here are NYC bartenders worried about their rights to serve raw egg:  [more]



Dear Mr. President,

February 01, 2010 – Comments (47)

Your budget sucks, but at least you got it snappily shrink-wrapped.  [more]

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