Diary of a Financier

Top Newsstuffs (February 24-March 1)

In Bookshelf on Sun 2 Mar 2014 at 05:55

West meets East…

Rail traffic weekly: Return to a good trend | Association of American Railroads (AAR)
Weekly traffic +3.7% y/y; growth ascends back into expansion +0.5pp @ +0.1% ytd.
6 of 10 carload groups posted gains: grain +29.7, minerals +8.3, petroleum +3.0; coal -3.9.
[Law-of-large-numbers catching up to oil/gas shipments?]
$XLE $USO $UNG $DBA $XME

Video: “Where Time Comes From” | US Time Services
Dr. Demetrios Matsakis gives a tour of US Naval Observatory, where 3 different atomic clocks combine to serve as the world’s watch.
USNO sends a signal to satellites, which disseminate the time to cell towers, keeping the world on the same tick.

Everything is awesome! | Josh Brown (The Reformed Broker)
Hilarious signs of the bull market (or the apocalypse?) found in 2014 popular culture, from Drunk Brunch to Biotechs to M&A to Utopian Society to Cryptocurrencies:
“I told Mark Zuckerberg that my daughter’s lemonade stand was ‘the next Facebook’ and he bought her out for $24 billion.” [Allusion to $FB’s $19B (mostly stock) #WhatsApp deal.]
$TAN $IBB $XLK $TSLA #Exuberance? #Euphoria?

Photos: The 50 most perfectly timed pictures you’ve ever seen | Reshareworthy

How to earn a free Masters in Business Administration online | Business Insider
According to UPenn’s Wharton School of Business core & flexible curriculum, you can graduate with an #MBA by taking all of your classes online for free!
#Coursera #edX #Udacity #iTunesU

Why no CapEx recovery? | Goldman Sachs
After 3 years of predicting a “capital expenditure recovery next year,” GS dissents from the Street’s analyst consensus:
“This time will be different for developed market-based companies… A combination of structural, cyclical & technological changes suggest to us that the need for capex will be lower going forward, one of the key reasons why we are cautious on capital goods…
“Plus, the global supply chain looks very different today than only 10 year ago. Everything from electric components to steel is being sourced from [emerging markets].”
[Like I said: Waning CapEx is structural & Genuinely old capital/durable goods]

–Romeo

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  1. […] New paradigms: Tech 2.0, Biotechnology, Energy renaissance, and Clean technology (e.g. $TSLA’s electric battery Gigafactory will engender a “Utopian Society“). […]

  2. […] New paradigms: Tech 2.0, Biotechnology, Energy renaissance, and Clean technology (e.g. $TSLA’s electric battery Gigafactory will engender a “Utopian Society“). […]

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