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- Wall Street Breakfast -Sample
Wall Street Breakfast: Must-Know Newsby SA Editor Rachael Granby- Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought.
- Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only.
- Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week.
- Oil demand withers. The International Energy Agency warned Friday worldwide oil demand...
- The Macro View -SampleSeeking Alpha - The Macro ViewMarket Outlook
- An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy
- Long Term, Financials Look Good by Michael Filloon
- Round 3 of the Recession: Main Street by Paul Fekula
Latest Comments204 Comments
Russia ETF Still Caught in a Tempest
He was completely right. Russia is a mess.
www.jimrogers-investme...
November ETF Performance Report
EWT is the Taiwan ETF and a good way to buy Taiwan. Jim Rogers has been buying and he is rarely wrong on his plays.
www.jimrogers-investme...
More Ominous News for Semis
Maybe its a buying opportunity for TSM.
www.jimrogers-investme...
Bond Expert: Monday Outlook
www.jimrogers-investme...
What`s your outlook on the long bond?
Short on Credit, Long on Agriculture?
Agriculture is still very cheap on a historical basis.
www.jimrogers-investme...
Follow the Mutual Funds: Solar Is Bottoming
Jim Rogers is also very bullish on chinese stocks. LDK Solar and Trina Solar might very well be good bets.
www.jimrogers-investme...
2008 - Where I Was Right and What I Could Not Have Imagined
Oil Supply will be affected by this and when oil demand recovers prices will skyrocket. This is Jim Rogers `s argument:
www.jimrogers-investme...
Marc Faber Says Time to Buy Gold Exploration Stocks
www.jimrogers-investme...
U.S. Stocks Look Like They're Still Headed Lower
www.jimrogers-investme...
Gold: The Next Reserve Currency Player
Maybe we should go for the ride.
www.jimrogers-investme...
China Isn’t Losing Its Competitive Edge
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Which ETF Markets Benefitted Most From Last Week's Global Rally?
Jim Rogers has ben buying China and Taiwan. He thinks they will go up the most when the dust settles
Investment Ideas for an Inflationary Environment
"Global demand for oil will rebound in 2010-2011 and prices may then exceed their peak levels of July 2008, the chief economist of the International Energy Agency (IEA) said on Thursday."
Inflationary times are arriving faster than most people expect.
Occidental Petroleum: Stock Price Doesn't Reflect Company's Real Value
This must be bullish for oil stocks.
oiltradersblog.blogspo...
Stocks: Is the Tide Turning?
jimrogers-investments....