The Globe and Mail: Black, colleagues face huge lawsuit...this article breaks it down...
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Wednesday, March 30, 2005
Tuesday, March 29, 2005
"I'm shocked, shocked to find that gambling is going on in here!"
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aluminum comments from Bear report:
- Aluminum total stocks of all forms of aluminum at Wester world smelters excluding finished end products fell 3.17 mil tons at the end of Feb 2005 from 3.224 mil in January and compared to 2.967 mil in Feb, according to the International Aluminum Institute.
- Aluminum Corp of China (Chalco) posted 75% jump in 2004 profits on strong demand and higher alumina prices. Forecasted that prices would remain high due to global supply shortages.
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Greenberg Experiences Casualty Event
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Monday, March 28, 2005
Sunday, March 27, 2005
The End is Nigh
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Thursday, March 24, 2005
Wednesday, March 23, 2005
Pricing Power or Margin Compression for Petro-chemicals?
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WSJ.com - With Fed's Eye on Inflation, Consumer Prices Jump 0.4%
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Tuesday, March 22, 2005
VIX rising after a bottom on 2.25.05
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Monday, March 21, 2005
WSJ.com - Oil Companies Reap Cash Windfall From Price Surge
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As for real-estate speculation, a friend of ours quips that in some U.S. markets "they're day-trading lots."
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Friday, March 18, 2005
Enjoyable Read: - Uranium Becomes The New Hot Commodity
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Thursday, March 17, 2005
WSJ.com - BAE Faces Challenges With United Defense Deal
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WSJ.com - BAE Faces Challenges With United Defense Deal
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TheDeal.com - US Airways gets more help....This guy is down on the EMB 170s and 190s, but comments that MESA might also contribute equity to USAIR
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Wednesday, March 16, 2005
Barron's Online - The Case for Cablevision Gains Strength
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Monday, March 14, 2005
Fractal Risk and Fractured Return
Mandelbrot and Hudson in The (Mis) Behavior of the Markets dismiss the random walk as an explanation for market swings. The list of their ten heresies of finance:
- Markets are Turbulent
- Markets are Very, Very Risky
- Market Timing Matters Greatly
- Prices Often Leap, Not Glide
- In Markets, Time is Flexible
- Markets in All Places and Ages Work Alike
- Bubbles are Inevitable
- Markets are Deceptive
- You May be able to Estimate Future Volatility
- "Value" has Limited Value
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Thursday, March 10, 2005
Disneysaur
James Stewart in Disney War portrays a corporate governance regime from hell:
In one stunning allegation:
Mr. Stewart concludes that Mouseketeer Eisner's "most glaring defect" is "his dishonesty."
Still Eisner controlled and manipulated the board by keeping members isolated, preferring to communicate one-on-one; selectively doling out information, access, and benefits, like tickets to the Super Bowl; and ruthlessly dispatching any who dared challenge him.
In one stunning allegation:
Disney's decisions not to revalue the Family channel and seek a substantial tax benefit, and not to take this issue to the board, raise serious questions.
Mr. Stewart concludes that Mouseketeer Eisner's "most glaring defect" is "his dishonesty."
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Wednesday, March 09, 2005
Pays to Be Patient
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Barron's Online - Merger Activity May Heat Up Oil Sector
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Air Canada revolver, and possible Convert issue?
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Hollinger Inc. to hold meeting, Black offer includes CVR
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Exxon Mobil CEO sees merger pressure in oil industry, & manages not to say much about it.
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Monday, March 07, 2005
WSJ.com - Physicist Hans Bethe, Nobel Winner, Dies at 98
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Hollinger Inc. issues unaudited balance sheet & number for Black obligation to Inc.
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Friday, March 04, 2005
Barron's Online - MS Drug Fiasco May Offer Opportunity
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Interoil ... 3 dry wells & a billion dollar market cap!
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WSJ.com - Xstrata Lifts Provisions On Hostile WMC Offer
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Kampai!...Economic Data & Nikkei Outlook....
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Thursday, March 03, 2005
Timberland Announces Two-for-One Stock Split
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Wednesday, March 02, 2005
A few notes on the J-Com IPO. A determining factor in the success of LMI's UCOMA bid?
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Tuesday, March 01, 2005
A GDYS supplier? in the same neighborhood as Innovo and the Guez bros.
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World Bank rumors from FT
Paul Wolfowitz, US
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