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Alcoa And The Future Of The Aluminum Production Industry

Alcoa And The Future Of The Aluminum Production Industry http://seekingalpha.com/article/1645342?source=ansh $AA

Tesla Suppliers - Modine And Brembo Offer Superior Model S Exposure

Tesla Suppliers - Modine And Brembo Offer Superior Model S Exposure http://seekingalpha.com/article/1643782?source=ansh $TSLA, $BRBOF.PK, $MOD

Apple's New iPhones: Should You Buy The Rumor And Sell The News?

Apple's New iPhones: Should You Buy The Rumor And Sell The News? http://seekingalpha.com/article/1643842?source=ansh $AAPL, $CHL

SA Market Current on GOOG

Report: Full Google Glass launch not happening until 2014 http://seekingalpha.com/currents/post/1231062?source=ansh $GOOG, $HIMX

Microsoft: Will Big Money Join The Class Action Suit?

Microsoft: Will Big Money Join The Class Action Suit? http://seekingalpha.com/article/1645092?source=ansh $MSFT

SA Market Current on CPN

Calpine fires up power plant operations in California http://seekingalpha.com/currents/post/1218862?source=ansh $CPN, $PCG, $GE

What Lies In Store For Facebook?

What Lies In Store For Facebook? http://seekingalpha.com/article/1630902?source=ansh $FB

Free Financial newspaper PDF to download

in the main page of this site you can download a very nice free financial newspaper pdf.

A Major Factor Limiting Facebook's Growth Potential

A Major Factor Limiting Facebook's Growth Potential http://seekingalpha.com/article/1629172?source=ansh $FB, $GOOG, $MSFT

General Electric's Aviation Division Is Just Lifting Off

General Electric's Aviation Division Is Just Lifting Off http://seekingalpha.com/article/1628162?source=ansh $GE, $BA

Time For Emerging Markets To Emerge

Time For Emerging Markets To Emerge http://seekingalpha.com/article/1627362?source=ansh $SPY

Why This Holiday Season Will Be Pivotal For Intel And The Computing Industry

Why This Holiday Season Will Be Pivotal For Intel And The Computing Industry http://seekingalpha.com/article/1626942?source=ansh $INTC

Chega de Austeridade!

Tanta austeridade sobre os portugueses... O Sr. Passos devia ter vergonha... Em vez de negociar com os fortes, cai sobre os fracos e oprimidos. De facto é mais fácil impor o aumento de impostos do que negociar com os poderosos europeus... Mas as consequências são bem mais devastadores para o nosso país. Esta política vai deixar o país de tanga, tal como outros maus políticos prejudicaram o país com medidas despesistas, este apertar o cinto para pagar juros elevados pela ajuda também se coloca numa posição de topo das más políticas da nossa pátria. Qual é a justificação para que a Europa se financie a 1% e cobre a Portugal (e outros países intervencionados) e empreste esse dinheiro a 3%? Quando no passado, a história está cheia de exemplos de países que receberam ajudas sem qualquer tipo de juro? Ahh.. claro, o juro neste caso é devido porque foram as irresponsabilidades destes povos estúpidos que conduziram os países a essa situação… pelo menos e o que nos dizem e os nossos políticos aceitam… talvez porque não consigam contra argumentar…Mas, talvez não tenha sido bem assim! Será que as instituições financeiras não falharam no seu dever de fiscalização? Quando há acordos internacionais que limitam os défices e os níveis de endividamento, deixar que a situação tenha chegado a um ponto extremo não deveria ser também responsabilidade destas instituições que agora nos cobram juros pela ajuda? Será que ninguém vê, que as situações que se verificaram na periferia da europa se devem em grande parte a uma política monetária do BCE, que com o objectivo de definir uma taxa de juro adequada para a média da europa, criou condições favoráveis para o sobre consumo e sobre investimento na europa do sul, onde as taxas de juro foram demasiado baixas durante demasiado tempo? Será que ninguém levanta estas questões no seio das instituições europeias e as conduz a um pensamento de responsabilização e que traduzam, pelo menos em parte, essa situação na taxa de juro dos empréstimos aos países em dificuldades? Onde está a capacidade negocial dos políticos portugueses? É que um corte na taxa de juro da «ajuda» de 3% para 1%, seria tudo o que Portugal precisaria para evitar que qualquer medida de austeridade fosse anunciada hoje… e isso nem poderia ser considerado um subsídio dos países ricos aos pobres, apenas o fim da negociata que estes empréstimos, da suposta ajuda, se tornaram. Este seria um prémio visível para o bom aluno… é que palavras não enchem barrigas e em Portugal já se passa fome.

(BN) Iron-Ore Ships Rebounding as China Spends $158 Billion: Freight

Bloomberg News, sent from my Android phone

Iron-ore ships are poised to earn more than operating costs for the first time this year as rates rally on speculation Chinese steel mills will accelerate imports because of a 1 trillion-yuan ($158 billion) building program.

Capesizes, each carrying 160,000 metric tons of ore, will earn $12,500 a day in the fourth quarter, according to the median of eight analyst estimates compiled by Bloomberg, compared with $4,459 on average since the end of June as assessed by the Baltic Exchange. Investors may profit by buying forward freight agreements, traded by brokers and used to bet on future costs, which anticipate $8,385. Ship owners need $7,437 to pay overheads including crew and repairs, a London-based unit of Moore Stephens LLP advising the industry estimates.

China, accounting for 65 percent of seaborne demand, bought the most ore in three months in August and stockpiles at ports fell for the first time since March, government and Shanghai Steelhome Information data show. Ore prices that neared a three- year low on Sept. 5 have since rallied 21 percent as the state announced spending on everything from subways to roads to warehouses. Increasing demand for the commodity, the second- biggest cargo after oil, will help diminish a glut in shipping.

"The 1 trillion-yuan package should provide a lifeline to struggling Capesize owners," said Frode Moerkedal, an analyst at RS Platou Markets AS in Oslo whose recommendations on the shares of shipping companies returned 21 percent in the past two years. "Capesizes should benefit from the investment, as they're the main vessel class to ship iron ore."

Commodity Cargoes

Rates tumbled as much as 89 percent to $2,644 this year as fleet expansion outpaced growth in demand, according to the London-based exchange, whose data are used as benchmarks for about 75 percent of commodity cargoes. While Capesizes rallied 43 percent to $3,779 since Aug. 21, this quarter's average would be the lowest for data going back to 1999. Earnings may rise as high as $25,000 in the next several months, said Omar Nokta, an analyst at Dahlman Rose & Co. in New York.

Ore at the Chinese port of Tianjin, a global benchmark, last traded at $105.10 a so-called dry ton, down from as much as $149.40 in April, according to The Steel Index Ltd., a unit of McGraw-Hill Cos. Prices, which retreated as China's economy slowed for six consecutive quarters, rebounded after the government announced building plans on Sept. 5 and 6 that Nomura Holdings Inc. (8604) estimates are worth $158 billion.

Investors can profit from the rally in rates by buying shares of shipping companies with a higher proportion of their fleets operating in the spot market rather than on long-term charters, Nokta said. That includes Eagle Bulk Shipping Inc., Genco Shipping & Trading Ltd. and Baltic Trading Ltd. (BALT), all based in New York, he wrote in a Sept. 10 report.

Morgan Stanley

Seaborne iron-ore exports will expand 14 percent next year, the most since at least 2005 and three times faster than in 2012, Morgan Stanley estimates. The Capesize fleet's 8.6 percent expansion will be the smallest since 2009 and compares with 12 percent this year, according to the bank.

While the projected fourth-quarter Capesize rate would cover owners' operating expenses, it wouldn't be enough to also meet the cost of their debt. Once interest and loan repayments are included, the break-even level rises to $15,000 a day on average, according to Platou. Earnings last exceeded that in the final three months of 2011.

The combined market value of the 14-member Bloomberg Pure Play Dry Bulk Shipping Index has fallen to $5.92 billion from $36.2 billion in May 2008, data compiled by Bloomberg show. D/S Norden A/S, located in Hellerup, Denmark, Seoul-based STX Pan Ocean Co. and Antwerp, Belgium-based Cie. Maritime Belge SA are the largest members of the gauge.

Shipbrokers' Association

Capacity gluts exist across most of the merchant shipping fleet. Rates for the largest oil tankers slumped 62 percent this year, according to Clarkson Research Services Ltd., a unit of the world's largest shipbroker. An index reflecting charges for six types of containers fell 29 percent in the past year, a gauge from the Hamburg Shipbrokers' Association shows. Moore Stephens estimates operating costs every September and its 2012 review has yet to be published. Daily expenses for Capesizes rose 1.7 percent to $7,437, it said in a report a year ago.

The rally in Capesizes and iron-ore prices may not last because growth is slowing around the world. The International Monetary Fund cut its 2013 global forecast to 3.9 percent from 4.1 percent in July. The 17-nation euro area contracted in the second quarter and won't expand again for another year, based on the median of 22 economist estimates compiled by Bloomberg. China's economy will expand 7.9 percent in 2012, the least since 1999, according to 34 economist estimates compiled by Bloomberg.

Investment Model

"It's clearly slowing down fast," Jim Chanos, the founder and president of hedge fund Kynikos Associates Ltd., said in an interview on Sept. 11 at Bloomberg's headquarters in New York. "Will there be rallies in iron ore and other industrial commodities, from time to time? Of course. But I think structurally, until China really addresses this credit-driven infrastructure and fixed-asset investment model, the surprises are going to be on the downside."

Shares of Baltic Trading, which operates nine bulk- commodity carriers, fell 29 percent to $3.39 in New York trading this year. The stock will rally to $5.38 in the next 12 months, according to the average of four analyst estimates compiled by Bloomberg. Genco declined 44 percent since the start of January and Eagle Bulk retreated 12 percent.

Producing a ton of crude steel in a blast furnace requires about 1,400 kilograms (3,086 pounds) of iron ore, 770 kilos of coal and 270 kilos of limestone and scrap steel, according to the World Steel Association. Global crude-steel output rose 0.8 percent to 895.4 million tons in the first seven months from a year earlier, the Brussels-based WSA estimates. Production will reach an all-time high of 1.56 billion tons in 2012 and 1.62 billion in 2013, according to MEPS (International) Ltd., a Sheffield, England-based industry consultant.

Ore Cargoes

Increasing iron-ore shipments mean the Capesize fleet will work at about 80 percent of capacity in the next 12 months, from 77 percent, Platou estimates.

China imported 62.45 million tons of ore in August, 7.9 percent more than the previous month, customs data show.

Inventories held at ports retreated 1.2 percent to 98.5 million tons, according to Shanghai Steelhome Information, a research company based in the city. The nation has imported more in the second half of every year relative to the first six months in all but one of the past 20 years, based on data compiled by Bloomberg.

"There should be more iron-ore and coal imports into China to satisfy the increased steel demand resulting from the new infrastructure projects," said Doug Mavrinac, a Houston-based analyst at Jefferies & Co. "The dry-bulk shipping market could finally make the cyclical turn toward sustainable profitability for 2013 and beyond."

To contact the reporter on this story: Rob Sheridan in London at rsheridan6@bloomberg.net

To contact the editor responsible for this story: Alaric Nightingale at anightingal1@bloomberg.net

Find out more about Bloomberg for Android: http://m.bloomberg.com/android
Sent from Huawei Mobile

(BN) Commodities Enter Bull Market After Drought Damages Crops

Bloomberg News, sent from my Android phone

Commodities entered a bull market, gaining 21 percent from a June low, as grain prices surged following the most-severe U.S. drought in half a century.

The Standard & Poor's GSCI Spot Index of 24 raw materials rose 0.9 percent to settle at 675.55 yesterday in New York. The gauge has jumped from this year's lowest close of 559 on June 21. A gain of more than 20 percent is the common definition of a bull market.

Soybean futures rose to a record yesterday in Chicago, and corn soared 66 percent since mid-June. The U.S. Department of Agriculture has declared almost 1,600 counties in 32 states as natural-disaster areas after the drought seared millions of acres of pasture and cropland.

"There have been weather-related supply disruptions, and as long as you have any type of global growth, you're going to have increased demand for grains," Walter "Bucky" Hellwig, who helps manage $17 billion of assets at BB&T Wealth Management in Birmingham, Alabama, said in a telephone interview. "Given that the U.S. is the bread basket for grains, that's going to have a significant impact."

Soybeans and grains have led advances this year in the GSCI measure. As of yesterday, the oilseed jumped 43 percent in 2012, wheat in Chicago climbed 41 percent, and corn was up 30 percent.

Through yesterday, the commodity gauge gained 4.8 percent in 2012. The MSCI All-Country World Index of equities climbed 9 percent, and the dollar was up 2.1 percent against a basket of major currencies. Treasuries returned 1.3 percent, a Bank of America Corp. index shows.

U.S., China Economies

Commodities have rallied on speculation that the economies in China and the U.S. will rebound.

Chinese Premier Wen Jiabao said there's "growing room for monetary policy operation" amid easing inflation, state television reported on Aug. 15. Confidence among U.S. consumers unexpectedly improved in August, and an index of leading indicators climbed more than forecast in July, separate reports showed on Aug. 17.

China is the world's biggest consumer of everything from copper to pork to soybeans, and the U.S. is the largest user of crude oil and corn.

The jump in grains and oilseeds sent world food prices up 6.2 percent in July, the biggest increase since November 2009, the United Nations Food & Agriculture Organization said on Aug. 9. The gauge, which tracks 55 food items, slid 7 percent in the previous three months on the outlook for bumper world harvests and ample dairy and meat supplies.

Goldman Outlook

In mid-June, Goldman Sachs Group Inc. moved to a "near- term overweight" recommendation in commodities. On Aug. 10, the bank maintained forecasts for a rally in corn to $9 a bushel in three months, adding that soybeans may climb to $20 a bushel, while wheat may reach $9.80 a bushel.

Yesterday, soybean futures for November delivery rose 2.9 percent to settle at $17.325 on the Chicago Board of Trade, after reaching an all-time high of $17.34.

Corn futures for December delivery jumped 1.8 percent to $8.3875 in Chicago. The price earlier reached $8.40, the highest since rallying to a record $8.49 on Aug. 10.

Wheat futures for December delivery advanced 2.1 percent to $9.22 in Chicago. The price increased for five straight sessions and was up 47 percent since June 15.

"We expect soybean prices to outperform to ration resilient export demand in the face of critically low U.S. supplies, corn prices to rally to secure sufficient ethanol demand destruction, and wheat prices to underperform corn prices on relatively higher supplies," Goldman analyst Damien Courvalin wrote in the Aug. 10 report.

USDA Outlook

U.S. corn production may drop to 10.78 billion bushels, a six-year low, while the soybean harvest at 2.69 billion bushels would be the smallest since 2007, the USDA said on Aug. 10. Crops are in the worst condition since 1988, a year when the corn harvest tumbled by 31 percent because of drought.

"The grains have been the strongest-performing subsector in commodities the past few months, and that has purely been driven by supply-side considerations and the U.S. drought in particular," said Sudakshina Unnikrishnan, a London-based analyst at Barclays Plc.

In the week ended Aug. 14, hedge funds held wagers on a rally across 18 U.S. futures and options contracts near the highest in 11 months, according to the most-recent U.S. Commodity Futures Trading Commission data. A measure of 11 U.S. farm goods showed speculators' bullish bets in agricultural commodities rose 0.6 percent.

Crude oil has rallied since mid-June as a European Union embargo on purchases of Iranian oil took effect July 1. Yesterday, futures in New York climbed to a three-month high on speculation that euro-area leaders will make progress in resolving the region's debt crisis this week.

Cocoa, gasoline, silver, gold and cattle also have posted gains this year.

To contact the reporters on this story: Whitney McFerron in London at wmcferron1@bloomberg.net; Joe Richter in New York at jrichter1@bloomberg.net

To contact the editor responsible for this story: Steve Stroth at sstroth@bloomberg.net

Find out more about Bloomberg for Android: http://m.bloomberg.com/android

EURGBP trading idea

I think it is still need to wait for the perfect spot to take advantage of this bearish trend:

EURUSD trade idea - results

EURUSD trading idea

This is my lats trading idea, on EURUSD. It takes advantage of the current consolidation period. Try to sell near the 1.2750 resistance, where a stop order shall be placed. Then wait eurusd to break the uptrend channel, around 1.2630, and close position around 1.2511. See the file here.

FRANCOIS HOLLANDE FAIL

I read today that:

After the meeting with the government, the three potential Chancellor candidates of the SPD, Sigmar Gabriel, Peer Steinbrueck and Frank-Walter Steinmeier travelled to Paris to meet President Francois Hollande.

But just few weeks ago, the french president refused to meet with alexis tsipras, syriza's greek leader, with the excuse that he will not meet with candidates, but only with persons already in charge...

One man, two faces?