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jdmarkman

  1. India has made $800M on its first purchase of 200 tonnes of gold on 11/3. Now an official says it wants another 200T. http://bit.ly/53AW0m
  2. Vietnam's devaluation of its currency tonight is v important, showing chilling effect of higher gold on EM economies. http://bit.ly/5pHiQl
  3. Amazing to see $VLO shut its Delaware refinery, citing impact of more efficient cars & renewable fuels. Big change. http://bit.ly/7zsKgu $$
  4. iPhone software devs complain Apple is mistreating them & customers w/ a 'broken' approval process., says Paul Graham : http://bit.ly/tqjfQ
  5. $CSCO sold $5B in bonds last week at a spread of 67 bps: cheaper than during the '06 credit boom. Expect buybacks. http://bit.ly/1Z2tIz $$
  6. RT @Techmeme: Apple 10.6" tablet PC reportedly delayed til 2H10. OLED & LCD models estimated at ~$800 w/ 3G service. http://bit.ly/MBwaV
  7. The Dow's up 7% this month but it's the most joyless advance ever. No one seems happy with it, expecting imminent collapse. Strange times.
  8. Cy Young award winner Zach Greinke says he used statistical analysis to become a better pitcher. NYT explains: http://bit.ly/37d1GN
  9. Goldman analyst figures that since 2001, Chinese GDP growth has amounted to creating 7 new Indias, 3 Italys, 2 Frances and 1 Spain.
  10. Yikes. UK to require phone carriers to record every call, text, email & web visit of Britons for monitoring by govt: http://bit.ly/29xw2z
  11. Mexico overtakes China as #1 location to manufacture goods destined for U.S. market. Lower costs, faster to market: http://bit.ly/XB1Pl
  12. Apropos the NWA flight, a friend who's an ex-airline pilot says he used to tell his first mates: "Don't let me wake up and find you asleep."
  13. Apple now has largest cash hoard in tech, $32B. Time to start a dividend before it wastes the $ on an acquisition. http://bit.ly/2RIInx $$
  14. Shocker of the week could be new all-time high for $IBM. It's $2 away. Will bears attack at 10-year, triple-top resistance, or capitulate?
  15. RT @pkedrosky: The countdown to the coming $10-trillion hunt for yield http://bit.ly/3rMLdk
  16. Serious question to social media/tech types: What are the odds that all tweets/Facebook posts will be preserved & searchable for 20+ yrs?
  17. Tsunamis tend to have negative first-day impact on faraway capital markets, but over 30 days data shows +ive effects: http://bit.ly/10Rjkt
  18. Times have changed. See 1908 NY Times Mag article defending corporations against Pres. Theo Roosevelt's trust-busters. http://bit.ly/pwNyj
  19. 2009 H1 corp profits were +11%, highest ever in a recession due to lower labor costs. Q3 profits tracking toward 7% q/q (31% annualized).
  20. Great new article on Paul Reed Smith for those who care about electric guitars: http://bit.ly/Q23aD. (The PRS site: http://bit.ly/1XQ3J) $$