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POPSWhat Is The Future Of The iPhone? Just yesterday JPMorgan Chase analyst Kevin Chang said the next iPhone would be inspired by the iPod Nano. Today fellow JPM analyst Bill Shope says just the opposite. --Ann Rafalko
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POPSOne Big Dark Pool To Rule Them All Public stock exchanges could lose business as a result. Dark pools now account for 10% of equities trading in the U.S., and 20% of all trades in NYSE-listed stocks.
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POPSCommodities: The Untroubled Asset Class Two possible implications of Adam Cole's observation that unlike equities, forex and fixed income, commodities have been relatively untroubled by the current credit crunch: one the four year commodity bull run may be less global liquidity dependent than many thought; two: the global economy may be more robust than many think.
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POPSGoldman Cuts View On 5 Top U.S. Investment Banks Tanona recommends a trade in which investors buy Morgan Stanley shares and sell Citigroup shares short. He says Morgan Stanley is one of the brokers best positioned for a market turnaround, while Citigroup will remain heavily exposed to mortgages and consumer credit issues.
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POPSBiofuel Caused Food Crisis This leaked report will put the cat amongst the pigeons, coming just ahead of the G-8 leaders meeting in Hokkaido where food prices will be a main topic of discssion.
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POPSBear Stearns /CDOs The FT's Lex column tackles explaining the difficulties of pricing CDOs in the wake of Bear Steans' disclosure that a meltdown in the subprime mortgage market has made the assets from two of its flagship hedge funds almost worthless.
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POPSDo Your Stocks Do Business With State Sponors Of Terrorism? This page has a link to an SEC tool that lets investors see at a glance which companies have business ties with countries the U.S. has designated State Sponsors of Terrorism -- Cuba, Iran, North Korea, Sudan and Syria. The information comes from each company's latest annual report filed with the SEC. As the SEC notes, the existence of a disclosure by a company concerning activities in one of the listed countries does not, in itself, mean that the company directly or indirectly supports terrorism or is otherwise engaged in any improper activity. But many of the financial firms listed are furious to have been so.
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POPSFed's Bernanke Says Anchored Expectations Mute Price Swings I guess you just have to believe there won't be inflation for there not to be! But this speech reinforces the point that the Fed is focused on the core inflation number and may be rehearsing some of the points Bernanke will make about the impact of volatile energy prices on the CPI when he gives his semi-annual report to Congress next week.