Archive for the 'Uncategorized' Category

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Food prices to rise next year

November 25th, 2008

Here is a bloomberg story quoting Jochen Hitzfeld, an analyst at UniCredit SpA in Munich.

“Agricultural commodities will outperform the broad commodity indices in 2009,” Hitzfeld wrote in a research note this week. “If key crop-producing countries then impose export bans again and speculators drive up prices via physical stockpiling and futures contracts, new food unrest […]

Get Paid for Not Working!

November 21st, 2008

Another great post on the Carpe Diem site highlighting that the Big 3 pay half a billion to people that don’t work:
Jobs Bank and Not Working

Ford’s CEO pay package and the Bailout

November 19th, 2008

In April, Ford reported Mr. Mulally received $2 million in base salary, a $4 million bonus and more than $11 million of stock and options in 2007. His base salary was unchanged over 2006. Mr. Mulally has earned nearly $50 million in compensation since taking the helm of the auto maker.
Why exactly are we listening […]

New Yorker Article on Agriculture

November 17th, 2008

This is a good article from the NewYorker highlighting the problems with agriculture that I’m worried about.
Agriculture Efficiency article

The End of Wall Street?

November 11th, 2008

A very good article by Michael Lewis, asking that very question:
Michael Lewis and the End of Wall Street

Driving Habits Revert Back to Normal

October 29th, 2008

This New York Times article has broad implications for oil and gas prices and companies. Drivers are going right back to driving as normal and not permanently altering their habits.
New York Times article on gasoline and driving
Tom Kloza, chief oil analyst at the Oil Price Information Service, said: “Demand is trickling back among everyday people.” […]

Looking out

October 14th, 2008

I see two major sea changes coming due to the current financial crisis.
1) When things normalize in credit land (and it has already started normalizing, albeit very slowly), there is going to be a slew of M&A activity.
2) The next commodity bull run will be mind numbingly explosive.
Let me start with point number one. I […]

Perspective

October 13th, 2008

Friday, I got a gift and ironically it came from the fact that I volunteer as a mentor to two kids, Anthony and Elvis. I was pretty down and feeling miserable on Friday.
And do you know what made their day on Friday? I let them get a 12 inch sub at subway instead of a […]

Inspiring Pictures

September 12th, 2008

Run to this link of inspiring pictures. I won’t tell you what those pictures show. You’ll see what I’m talking about.
Pictures

My dog

September 5th, 2008

Franklin is quite a dog.

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