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DECOUPLINGs

 
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Author DECOUPLINGs
rffrydr
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PostPosted: Thu Feb 10, 2011 10:07 am    Post subject: DECOUPLINGs Reply with quote


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rffrydr
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PostPosted: Tue Nov 01, 2011 9:40 am    Post subject: Reply with quote

LYB one of the "most bought on weakness" today...after friday earnings up 92%.
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rffrydr
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PostPosted: Fri Sep 23, 2011 7:14 am    Post subject: Reply with quote

Despite the everything swinging around together--even gold the untouchable there are divergences: utes primary among them. Then HYG, REITS, select tech and healthcare; then, US over world (cept africa and, again, brazil); large cap over small...the usual flow. So not entirely broken.

US however as of two days ago has stopped fighting the world. Routinely we were defying the overnight panics. Not any more.
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rffrydr
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PostPosted: Mon Aug 29, 2011 8:15 am    Post subject: Reply with quote

After jacking up capgains taxes individually, Europe now putting a global financial transactions tax on the table for G-20....and the markets are starting to obey. How much leadership can anybody stand?
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rffrydr
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PostPosted: Mon Aug 22, 2011 8:09 am    Post subject: Reply with quote

http://tickersense.typepad.com/.a/6a00d8341c924353ef014e8ac77281970d-800wi
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rffrydr
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PostPosted: Fri Jul 22, 2011 7:12 pm    Post subject: Reply with quote

"The domino that never falls":

http://www.economist.com/node/18988858
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rffrydr
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PostPosted: Sun Jul 10, 2011 10:23 am    Post subject: Reply with quote

http://finance.yahoo.com/q/bc?s=CAF&t=2y&l=on&z=l&q=l&c=%5EGSPC
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PostPosted: Wed Jun 08, 2011 3:05 pm    Post subject: Reply with quote

http://stockcharts.com/h-sc/ui?s=IBM&p=W&b=5&g=0&id=p98160470781

http://stockcharts.com/h-sc/ui?s=CSCO&p=W&b=5&g=0&id=p16406928281
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PostPosted: Mon May 09, 2011 4:25 pm    Post subject: Reply with quote

Costs are system: GE making a washing machine in the USA

http://www.bloomberg.com/video/68368552/
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PostPosted: Thu Apr 28, 2011 8:11 am    Post subject: Reply with quote

Sun-belt vs. Farm Belt, rich vs. poor, private vs. public....some see "500 day recession" on its way:

http://media.bloomberg.com/bb/avfile/News/First_Word/vNTg1IIMZ20Q.mp3

Note WalMart profit-sharing problems.
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rffrydr
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PostPosted: Thu Apr 21, 2011 6:55 am    Post subject: Reply with quote

Just-in-time inventory model is getting a make-over...light on the globalization:

http://www.bloomberg.com/news/2011-04-20/global-supply-chain-repairs-may-boost-investment-driving-growth.html

This article proposes this trend will be THE key productivity/investment driver going forward. I doubt that. But its been a long time since we've "run the numbers." Home is a better value than you think.
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PostPosted: Mon Mar 14, 2011 11:03 am    Post subject: Reply with quote

The Chernobyl Parallel

By Jim Cramer

Quote:
Sure it's ugly. And it's nerve-racking. Sentiment has turned wickedly ugly. It has become one of those markets where people just judge everything as treacherous. To which I say, I understand, but we have to ask ourselves, Will Alcoa have more orders or fewer orders. We have to ponder whether this event really impacts Kohl's . We have to question whether a safety stock like Coca-Cola is going down for any reason but futures. Remember what I wrote about Chernobyl earlier. When Chernobyl happened, I had to hold the hand of many a client, and for the most part, I failed. I had people selling Intel , even as Intel was about to come up with the 286 design. I had people selling Merck , even as it was on the verge of launching its largest drug ever -- Mevacor, which became Lipitor. I had people...

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rffrydr
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PostPosted: Thu Mar 03, 2011 12:30 pm    Post subject: Reply with quote

Stagflation? --Or, "buy american" coming into vogue? Time will tell, and GDP is probably not the way to measure it:

http://www.minyanville.com/businessmarkets/articles/gdp-gross-domestic-product-price-index/2/28/2011/id/33045
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PostPosted: Tue Feb 15, 2011 10:28 pm    Post subject: Reply with quote

Nomura on the "buy american" theme--(and japan Confused )




http://ftalphaville.ft.com/blog/2011/02/15/488601/nomura-calls-the-end-of-risk-onrisk-off/
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