Weekly Summary

August 8, 2010

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  • Reading Evaluating Conditions in Major Chinese Housing Markets(2010) on Scribd http://scr.bi/dlJEkL #readcast #
  • BIS says corporations and banks have the lowest average maturity in 30 years. "rollover risk " heightened – HS $$ #
  • 3 Signs of an Impending Dividend Cut and 18 Companies Raising Dividends — Seeking Alpha http://bit.ly/aw1pbd $$ #
  • Cargill says trade barriers could further distort prices $CAG $ZW_F #wheat #
  • German officials concerned US and UK intelligence could intercept blackberry and iphone gov data – CNBC World $$AAPL $RIMM #
  • Equity Analysts are always going to be optimistic because they are selling equities – Rick Santelli $$ #
  • everglades stunned the market recently, dropping prices 15%. could lead to a cascade – HS $HBC #
  • one hong kong property recently sold for $6000 a square foot. Plaza Hotel condos were priced at $2000 $HBC #
  • Chinese officials put restrictions on second home purchases, so people have been getting divorced to speculate on properties $HBC #
  • Real estate "trading" volume down 95% in beijing, 90% in shangai, 50% in changou says CEO of leading property developer. timberrrr $$ #
  • Military tension in the China seas escalates $FXI vs $SPY http://ht.ly/2lcXh #
  • 94% of college professors rank their work as "above average" #
  • 49000 September $VIX call options with a 45 strike purchased as a trader bets on a world blow up #
  • Options Block Transaction in 10 year treasuries – bull call spread long 50,000 Oct 125-16 short 127-16. currently 122-26. exp Sept 24. $$ #
  • methods & ideas from hedge fund titans at '09 Value Investing Congress $GGP, $WM, $CXW, $IRDM, $MVC $NGX, $CDH, http://stk.ly/b8QmHT #
  • RT @agwarner jeff augen's book is awesome for options ex strategies, including pinnning research. $$ http://stk.ly/chJTbA #
  • $MS likes media on margin expansion, ad growth, access to debt, $CBS to benefit from local political ads from laws/court spending cap lift #
  • Pimco and Banks "bypass, anticipate and front frun all three [ratings agencies]," Bill Gross $$ #
  • Avg total gov per employee compensation $119k vs $59k in private sector, companies let go of 7.4% of employees, Gov <1%. unsustainable. $$ #
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