This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy.

• Daniel Gross (Newsweek): The greatest trade ever, November 10, 2009. How hedge fund manager John Paulson bet against the real estate bubble and made $15 billion in a single year.

• abc News: SocGen’s top analyst sees market lows next year, November 9, 2009. Albert Edwards, a top analyst with French bank Societe Generale, expects global markets to hit a new low in 2010, adding that he would not be surprised if the global economy enters another recession next year. Edwards, one of the leading equities bears and a long-term critic of the policies of Western central banks, is skeptical of popular opinion that extreme policy response will safeguard the West against a repeat of Japan’s lost decade of the 1990’s.

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This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy.

• Michael Mackenzie, Saskia Scholtes and Aline van Duyn (Financial Times): Trepidation as Fed prepares to end easing, October 29, 2009. As the Federal Reserve’s programme of buying mortgage debt edges towards $1,000 billion this week, investors are starting to worry about what happens once the central bank starts to slow down and exit from this key plank of its monetary easing policy.

• Quint Tatro (Minyanvile): Seven lessons from a legend, October 29, 2009. Jesse Livermore was wealthy and broke several times over during his tumultuous life, which ended in his suicide. His ability to make and lose millions garnered him many lessons which the trading community have enshrined over the decades since his death. Yet these lessons and

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This post provides links to a number of thought-provoking articles I have read over the past few days that you may also find of interest.

• Fred Bergsten (Foreign Affairs): The dollar and the deficits: How Washington can prevent the next crisis, November 2009. If the US is serious about recovering from the global economic crisis, it must balance the budget, stimulate private saving, and embrace a declining dollar.

• Randall Forsyth (Barron’s): Weak dollar equals strong stocks, for now, October 14, 2009. As long as there is no ready substitute for the dollar, Wall Street can celebrate the currency’s steady decline. And U.S. GDP will be boosted by a cheap greenback’s spur to exports and deterrent to imports. This cannot go on forever, however. The dollar’s fall may not have started on President Obama’s watch, but it may become his problem.

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Wednesday October 7, 2009

DrStockPick.com Stock Report!

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International Aerospace Enterprises, Inc. (OTCBB: IARO) today announced that IARO’s President Saffet Uslu has returned to the US from a successful Middle East sales and marketing trip. During the trip he had an opportunity to meet with governmental agencies, commercial companies working with military aircraft spare parts projects, and private marketing companies who have all voiced an interest in joining IARO’s Strategic Worldwide Sales and Marketing Program.

Center Bancorp, Inc. (Nasdaq:CNBC), parent company of Union Center National Bank

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September 28, 2009 - So much disinformation gets pushed on talk radio, and I get the fact that agendas are being served, but what aggravates me isnbsp; how much of that ballyhoo is just bought into asnbsp; fact without the facts actually getting checked. So, just the facts: Re: California Water and the lsquo;pumps being turned offrsquo;: Kennbsp;Salazar of the Department of the Interior said: "They are asking the federal government to turn on water pumps that deliver water through the Bay Delta to Central Valley users, but the pumps are on," according to a Interior fact sheet updated on September 17. "The temporary pumping restrictions that were required under the Endangered Species Act ended on June 30th. They accounted for approximately one-quarter of 2009 water delivery shortages to farms and water users; the other three-quarters of this yearrsquo;s delivery shortage were the result of a lack of run-off." The folks are ...

SAN FRANCISCO - September 25, 2009 - Wells Fargo Company (NYSE:WFC) announced today that it ranks number one among banks and insurance companies - and thirteenth overall - in Newsweek magazine's inaugural Green Rankings of the country's 500-largest companies.

This week, Sonoco Products Co. (SON ) announced the official launch of True Blue, a new umbrella brand for solutions and recycling services that have met stringent sustainability requirements. To qualify for the Sonoco True Blue program, the company says that a package must offer an advantage over the package it is intended to replace, either through the use of more sustainable materials or source reduction.  A package may also qualify if during the production process it uses less energy, water or raw material, or results in fewer carbon emissions. Through its True Blue brand, the company aims to be a one-stop shop for those customers who look for sustainable packaging solutions that reduce environmental impact.  Currently, shaped and round composite cans, blow-molded plastic containers, thermoformed packages, molded and extruded plastics products, ends and closures, printed flexible packaging, point-of-purchase displays and protective packaging are a part ...

This post provides links to a number of thought-provoking articles I have read over the past few days that you may also find interesting.

• John Hussman (Hussman Funds): Conditional expectations and September seasonality, September 14, 2009. One of the arguments we’ve seen a lot lately is the idea that September and October have historically been the worst months for the stock market, coupled with rebuttals by bullish analysts along the lines that the discussion of this historical tendency by the bears makes it likely that nothing bad will happen this time. The fact is that yes, on average, the combined September-October period has historically produced slight declines for the S&P 500 whether you look back since 1870, 1900, 1940 or 1970. But the variance around that slightly negative return is large enough that it’s really misguided, in my view, to base predictions on it.

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In their latest piece for Newsweek, Owen Matthews and Anna Nemtsova do an excellent job explaining all the reasons why Russia has tumbled toward authoritarianism and confrontational foreign policy:  it serves the unending quest for respect.  By spending most of the article attempting to place the decisions of the Russian leadership in a rational context, as well as provide reasoning for why the citizens largely support and even celebrate the regime, Matthews and Nemtsova help to bridge the yawning gap of misunderstanding between the West and the complicated Russian mindset.  My only complaint might be that we should be careful not to view what we would call "Russia's self esteem paradox" as the sole determinant of what has happened

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With investors taking heart from better-than-expected earnings announcements (albeit only as a result of cost cutting negating a decline in revenue), the major US equity indices reached new highs for the year on Thursday/Friday and the S&P 500 Index closed in on the roundophobia 1,000 level.

Newsweek’s cover declared “The recession is over”, but a footnote stated “Good luck surviving the recovery”, implying a hard slog ahead.

Elsewhere, Washington hosted a US-China Strategic Dialogue, as the Chinese is increasingly focusing on America’s deficit, the value of the greenback and the implications for its Treasury holdings. After almost doubling, a mid-week sell-off in Chinese stocks raised concerns about the sustainability of the Chinese economic recovery and repercussions for the rest of the fragile global economy.

Unsurprisingly, four of the clips included in this week’s video compilation deal with Chinese -related issues. Covering these and other topical issues are David Rosenberg,

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