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November 2010



Anyone notice that GDP was revised.. higher?

November 24, 2010 – Comments (7)

The 3rd quarter GDP growth was 2.5%, (25% higher than estimated) in the revision released yesterday.  That means that a fairly lukewarm growth got in the terrain of almost strong.  If we continue to see an acceleration of the recovery in terms of GDP growth and job growth, the bullish camp will be well off.  And, we are moving into retail season.    [more]



The Chinese are the velociraptors of capitalism.

November 18, 2010 – Comments (5)

Much whining, fuss, and hubbub has been made in our media about the great "housing crisis" aka the "derivative h-bombs", the "fanny mae and freddy mac", the "subprime lending".  While we in the west are crying about how terribly our best minds can pursue greed to destroy society, we are only version 1.0.  When I read about Chinese capitalists, the more in awe I am of the greed, cunning, and tactics of which the whole population seems naturally imbued.  [more]



This is for my brainstorming.

November 13, 2010 – Comments (18)

This is a blog mostly for myself to brainstorm about strategy.  [more]



EGLE soars - great Q3 earnings from a small dry shipper.

November 09, 2010 – Comments (0) | RELATED TICKERS: EGLE

Eagle Bulk Shipping released their Q3 earnings yesterday, with pretty fantastic results.  [more]



Interesting note on international corporate taxing..

November 05, 2010 – Comments (3)

On companies that I am interested and invested in, I read every quarterly transcript following earnings reports.  I find that if you listen to these and read between the lines of what is said, often you can get good depth into how the business is administrated and what their future plans are (which are not being reported in mainstream news).  You can find out interesting details about why the margin was less in the current quarter, or whether a company is planning acquisitions.  [more]



Did anyone notice the economy.. accelerating?

November 01, 2010 – Comments (8)

A couple of economic indicators are showing an interesting result lately - an accelerating economy within the US.  Manufacturing is now growing at a faster rate in October than in September (The Institute for Supply Management’s factory index increased to 56.9 from 54.4).  The GDP for Q3 has come in at 2.0% growth, greater than Q2's final readings.   The last unemployment claims fell to 434,000.  These are all readings that are at least the best in the last five months and a marked change in direction.  Are we really in a slowing economic growth?  Or is our economy finding some traction?  [more]

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