Blogvesting

Methanex (MEOH) is the world’s largest producer of methanol, supplying about 17% of the global market. Methanex is headquartered in Canada, and has plants in Chile, Trinidad and New Zealand, all utilizing natural gas as feedstock because methanol can be manufactured much more cheaply from natural gas than from coal. Approximately 39% of global methanol [...]

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In the wake of the credit crisis, many of the recently invented financial products will be found wanting and discarded. Since massive losses in mortgage-backed securities were the immediate cause of the current crisis, many people have suggested that securitization itself is intrinsically flawed, and the entire CDO/ABS/MBS industry will cease to exist in the [...]

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Hank Paulson’s refusal to rescue Lehman has been a rude shock to bond holders. Until last Sunday, the main losers in the financial crisis has been equity holders, while bond holders have seen their assets protected by the government. As a result, Treasury yields plunged to new lows on Monday as bond investors fled bank [...]

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I like to buy when the general market is down, and sell when the general market is up. I took advantage of the down market today to increase my holdings of NVDA and ZINC, and to reduce my holdings of CCIX. However, the declining market also triggered my stop on HIMX, causing the liquidation of [...]

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Seaboard Corporation (SEB) is a conglomerate with diverse businesses, including pork production and processing in the US, commodity trading in Bermuda, flour milling operations in 14 countries, a shipping division based in Miami, a newly started biodiesel plant based in Oklahoma, a sugar refining factory in Argentina, a jalapeno pepper plant in Honduras, and two [...]

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