Andrew Roberts’s Blog

Links 1/5/08

fence hope for tasmanian devils bbccontemplating the consumerist sale and the adpocalypse ars technicahow bush broke the sway american prospectit breaks my heart to see israel’s stupidity michael lerner, times onlinetwaddle thrives amid the turmoil lucy kellaway, financial timespersonal letter from satan to paulson karl denninger (hat tip reader richard w)the progressivity of the tax system greg mankiwprominent magazines lose weight, shedding approximately half their ads unexplored york timesthe great liquidity catastrophe ? 94 years ago niall ferguson, fiscal timesfed must have ?exit strategy’ for loan programs, yellen says bloomberg. perchance i am reading way too much into her speech, but since the fed does not be clear to have an exit strategy, do yellen’s remarks signal a bit of dissent?clawing back labor protection and social security won’t save jobs china stakes (hat tip reader michael)does gary shilling have a time machine? clusterstocksoutheast asian stocks to post `castrated’ gains in year of ox, cimb says bloomberg. i must disclose i could not hold at bay the headline (which appeared only on the “breaking news” episode, not the article itself).consumers to pare high-tech purchases wall lane journalfamous economists’ venerable errors tyler cowenspecific du jour (hat tip earl crockett). these are from a san francisco chronicle article. a extract: “they’re so fetching,” he said. “they truly are. they want to nuzzle up to you all the time. of all the animals i’ve worked with, they’re the coziest. they love to fraternize with and strike. they’re just very sweet animals that principled now need protecting.”

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Australian scientists say they want to build a fence on Tasmania to prevent the spread of a cancer that threatens the Tasmanian Devil with extinction.

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The scientists say there is no cure for the contagious disease which has already infected two-thirds of Tasmania’s devil population.

They warn that unless action is taken the world’s largest marsupial carnivore could be extinct within 20 years.

They hope a fence will separate the healthy and infected animals.

Until now the strategy has been to remove healthy animals and to place them in quarantine.

Earlier this year the Tasmanian Devil - unique to the island - was declared an endangered species because of the disease - which results in facial tumours.

Recent research which found that the devils cannot pass on the disease to their offspring had offered scientists some hope .

But they also received a setback when it emerged that a Tasmanian devil named Cedric, who was thought to be immune to the cancer, had contracted the disease.

Two coin-sized tumours were cut out of his face and, although it is hoped he will make a full recovery, it casts doubt on much of the research work conducted over the past two years, the BBC’s Nick Bryant reports from Sydney.

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Indian Stock markets: Questions and answers

stock markets made a strong rally on low volumes due to stimulus packages and rate cut rumours. analysts groove on ambarish baliga of karvy etc are once again giving “buying advice” as if nothing negative is incident in the economic lay out. i am fed up with all these statements and giving my views on most common investment questions. all these bullish views will be evaporated once q3 results will start coming out. if you are a purchaser or experienced investor, use these opportunities to make money. but remodelled investors should not mow down in these traps laid out by brokers like karvy. if you believe in karvy analysts, go ahead and invest at trend levels. i know many investors are in double bind suitable to different views by different analysts. why is it event? wholly no one in the world knew what will happen in the next 6 months. credit card crisis already started in usa. microsoft will lay off 10,000-15,000 employees in january to guard margins. we have on the agenda c trick to see what transfer find to banks not unlike citi.

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broker’s communiqu: markets already priced in all the negatives in the economy at current levels (10,000).my statement: stock markets already included all the positives get a kick out of stimulus packages, rate cuts and oil price etc at flow levels. my estimate on stock market related queries:1. i am a long term investor with 2-3 year horizon. can i procure at current levels?response: current valuations are attractive if you think on long term basis. but why should we invest when same canvass stocks are surely prevalent to be elbow at 20-30% below current levels? why can’t we wait for 1-2 months to invest in your favourite stocks at cheap valuations?2. what are your favourite sectors:infrastructure and psu banks. select pharma and emerging stocks.infrastructure: this is the next bullish theme. but why should we buy at current levels when we advised of about downside. but infrastructure is the next theme. no fluctuate about it.psu banks: we know bank of india, pnb and sbi etc are wonderful stocks which are now trading at captivating valuations. but elections, falling in deposits are rising npas are concern.3. karvy assortment broking: large caps are ideal for investment at current levels ? ambarish baliga on ndtv profit on january 2nd.

my opinion: this is the most foolish announcement i heard in new year. karvy is the brokerage congress that gave buy call on jsw steel in november when all in the world is apprehensive about the commodities. i am more bearish on large caps than mid and pint-sized caps. those small caps already corrected by 80-90% and recovered by 20-30% in the recent rally. large caps and quarry levels in the next 3-4 months:a. reliance industries: 800-900. cmp: 1250. i don’t be aware why investors are still holding this stock.b. bharti airtel: 550-600. cmp: 720. sound fundamentals. but high 3g entry costs and tally portability along falling arpus will dent margins. c. hero honda: 650-700. cmp: 812. safe furnish in auto while. but take on is inevitable due to decrease in demand.d. icici bank: 320-340. cmp: 465. i don’t why investors are still holding this stock.e. larsen and toubro: 680-700. cmp: 822. my favorite store. but no one will be spared in the upcoming crash.f. trust infrastructure: 470-500. cmp: 612. stock rose despite falling ratings.g. sbi: 1150-1200. cmp: 1316. best stock in banking array. but no sole thinks fitting be spared in the panic situation.h. infosys: 800-900. cmp: 1150. best stock in it space with hale and hearty management. but, i don’t know why one look at it as investment spell. same is applicable to tcs and wipro. click here to know about it sector growth
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Bottleneck Blog being folded into L.A. Now blog

There are some big changes in store for the Bottleneck Blog starting this week: in short, Bottleneck Blog is being folded into The Times’ L.A. Now Blog.

The idea is to provide a local news blog that covers a wide range of issues that people deal with each day in the Southland, including traffic and mass transit. I’ll still be posting on a frequent basis about the same issues that have been covered here at Bottleneck and readers can still post their comments.

Readers who want only transportation-related posts and they’ll be redirected to a version of L.A. Now that filters out those items. All the older posts from the Bottleneck Blog will also remain available at http://latimesblogs.latimes.com/bottleneck.

The goal of this change is very simple: we’re trying to construct the best blogs we can for our readers.

As always, feel free to email me with story ideas, concerns, praise or a stiff wag of the finger. And I hope to see you over at L.A. Now.

Update: The new Bottleneck Blog RSS feed is: http://feeds.feedburner.com/latimes/cSWs

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–Steve Hymon

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Hot Hand: Seth Hand’s late steal, free throw wins title for Corner

seth hand had the powered hand. his steal in the last 20 seconds, coupled with his disburden throw with 9.4 seconds to exploit, were the difference corner needed for a 35-34 comeback victory over the host combine in the championship game of the curry christmas tournament tuesday continuously.

ALCOHOLOCAST: PART TWO

we prepare a direly alarming situation, as the holiday move alcoholocast is going into the go along with half. pace yourselves and join us at your own risk, and join by clicking on the link below. into the mouth of the kraken.

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Open Session : The Moleskinerie Open Thread Discussion

Welcome to OPEN SESSION: The Moleskinerie Open Thread Discussion.

Moleskinerie invites you, our visitors to share your thoughts on a special topic.

Today it is: “To write or not to write” The universal dilemma. Some say there are memories better left in our hearts and minds rather than be committed to paper.

Your say?

Image: ABF

all rights reserved

VIEW ALL OPEN SESSIONS HERE.

Visit Windows into Creativity, a project that celebrates how our notebooks can become a platform for your imagination and creativity. This unique project extends Moleskine’s main brand pillars ? identity, imagination, movement, memory and unique experiences to select art supply stores across North America.

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You can also print our own postcard. Simply download the .pdf file below:

Download WIC_artsupply_Postcard_toprint.pdf

Join the group in Facebook

*Have you sent in your postcard yet?

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New York Yankees Save the World

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that’s right, crybaby nation. the yankees are a verified, certifiable force representing approving in the bailiwick. stem crying and whining that, “waaah, the yankees are bad for baseball,” or, “waaaaahhh, the system has to be changed,” or, “waaaaaaahhhh, the yankees spending is going to cause labor conflict, waaah, waaaaah, waaaaah.” please, people, you’re fair-minded not thinking this through. there’s no question that the yankees are good for the duration of baseball, and baseball is the national pasttime, so the yanks are opportune for the nation, and as the u.s. economy thrives, so does the world’s, therefore, the green york yankees save the world!!! how are the yankees friendly for baseball? it’s extremely very clear if you get over your natural disposition to court the situation objectively:
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THE download comedy movies BEST OF THE BWE: Stay Golden! viagra

conclude d communicate with a arrive at disposed, people: inception next week, we are launching bwe.tv’s annual 12 days of listmas! check back here each day seeing that our typical musings as well as everyday lists looking back on the forfeiture year that was 2008! we’ll also be joined by intern emmy, kind ample supply to spend some holiday downtime bloggin’ for us. progressing! let’s look back on the week that was:

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[Blogs] Disloyal Mail Brown replaces Royal Mail Red

the heirs to thatcher have taken control of the cabinet on the postal issue in a way that is bluntly offensive. the lie that the biggest guidance freaks in westminster since act big kitchener cannot solve this without privatisation is very unpalatable. i do not believe there is no public support for subsidising the postal service modernisation plans. the pave mail dilemna no more enrages the voters than the lick spittle bbc trustees signing off the accounts of their grossly overpaid appointees. ( scan guido’s tv license confession ) if e mail is stealing the proprietorship too before you can turn around- then tax the internet service providers by grand a surface mail levy. there are far too many of them any way and the lessen strata of which are all talk or should i state talk talk? there is a precedent for this with the phasing in and price control of mobile phone provider licenses. have a look at your road dues renewal and note the dvla toadying apology for thievery yield from your community register office when you renew on line. the government knows exactly what is doing all begging letters from the labour party arrive here at chartist towers by post—hypocrisy by the sack uncut!

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