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Oil Pipelines Strike Up Geopolitical Strife

Wed Nov 18th, 2009

Minyanville Staff

Editor's Note: This article was written by energy journalist Philip H. de Leon of OilPrice.com, which offers free information and analysis on energy and commodities. The site has sections devoted to

Two Ways to Play: Deutsche Bank Upgrades Dry Bulk Shipping

Mon Nov 16th, 2009

Terry Woo

Deutsche Bank Gives the Nod on Dry Bulk Shipping Deutsche Bank upgraded select dry bulk shipping stocks this morning. In a research note this morning, the firm upped its target on Genco Shipping (GNK

Bernanke Built It, But They Did Not Come

Mon Nov 16th, 2009

Prieur du Plessis

This week’s review comes to you in a shortened format as I don’t have access to my normal research resources while on the road in Europe. Although very little commentary is provided, a fu

Four Reasons Mexico Is the New China

Fri Nov 13th, 2009

Keith Fitz-Gerald

When it comes to global manufacturing, Mexico is quickly emerging as the “new” China.According to corporate consultant AlixPartners, Mexico has leapfrogged China to be ranked as the cheap

Does Another Round of Beer Mergers Make Sense?

Fri Nov 13th, 2009

Scott Reeves

Mass-produced beer is a slow-growth industry, and major brewers have merged in an effort to cut costs and grab market share. But consolidation may be little more than a short-term fix. The best known

The Fed Is Boxed In

Tue Nov 10th, 2009

Jack Lavery

Editor's note: The following is an edition of The Lavery Insight economic newsletter by former Merrill Lynch chief economist Jack Lavery.  For more information, or to sign up for a free trial, c

All America's Possible Futures

Mon Nov 9th, 2009

John Mauldin

The present contains all possible futures. But not all futures are good ones. Some can be quite cruel. The one we actually get is dictated by the choices we make. For the last few months I’ve b

A Portfolio for Dollar Bears

Thu Nov 5th, 2009

Josh Lipton

Perhaps the only real surprise from the Fed’s post-meeting statement yesterday, market pros note, is that there was no surprise at all.So says Dennis Gartman, editor of The Gartman Letter. As t

Has America Caught Argentinean Disease?

Mon Nov 2nd, 2009

John Mauldin

I’ve been in South America this week, speaking nine times in five days, interspersed with lots of meetings. The conversation kept coming back to the prospects for the dollar, but I was just as

Swine Flu Strikes Most Productive Workers

Fri Oct 30th, 2009

Ryan Goldberg

As of October 11, there have been nearly 400,000 confirmed cases of pandemic H1N1 worldwide and more than 4,735 deaths reported to the World Health Organization, which estimates that the case count i
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