The Roe vs. Wade of Alternative Energy

The U.S. Supreme Court has ruled that the Environmental Protection Agency (EPA) has the authority to regulate carbon dioxide emmisions. The ruling means the EPA must regulate automobile CO2 emissions unless that agency can show the science of global warming is too uncertain to justify action. Although few expect the ruling to lead to immediate…

Kraft Foods to go on Acquisition Spree?

Right now, Kraft Foods (KFT – $30.55) shares are being sold off by Altria (MO) {aka Phillip Morris Tobacco Giant} shareholders who don't need them in their portfolios.  But preferring tobacco to food is a temporary phenomena.  Watch out for a hungry Kraft Foods gobbling up some rivals and new brands.

About David Neubert

David Neubert ran the largest trading desk in the world. At 32, he was the youngest Managing Director at Morgan Stanley that year, and he helped negotiate the firm’s Brazilian trading license in Portuguese. When the company asked him to move again to head trading in Japan, he quit the corporate world, radically changing his…

No Kyoto, No Problem?

Heavily criticized for not supporting the Kyoto Protocol, the Bush Administration has cited that adopting mandatory measures to fight climate change interferes with the economic growth of this country. While there is virtually conclusive evidence stating that the economic cost of not fighting climate change greatly outweighs the cost of doing so, events have taken…

BernankeTestimony at Congress and Inflation

I am short U.S. Bonds.  I'm short both the ten year futures and the long bond futures.  Last week's announcement by the Fed FOMC dropping the hawkish language about inflation made me nervous about my position but I wanted to wait until I heard Ben Bernanke's testimony this week to decide if I would decrease…

U.S. Investment Banks Enjoy High IPO Fees

Sarbanes-Oxley, a draconian visa application process, in addition to relatively low valuations and higher interest rates, aren't the only things making U.S. capital markets less attractive to foreign issuers of IPO's; a cartel that keeps IPO fees high is also part of the problem.

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