Gary Smith T3Live With the Senate passing its financial regulatory reform bill on May 20th, analysts are beginning to gauge how financial sector stocks are likely to respond. The legislation creates a process for liquidating financial institutions that become too big to fail, adds restrictions to derivative and proprietary trading desks in U.S....

If the HTC EVO and Sprint-Nextel’s services continues to meet or exceed subscriber expectations, as time passes look for a continuing gradual shift of subscribers to Sprint-Nextel. And with that, expect to see more and more deep discounts on the ubiquitous iPhone. Sprint has $4.4B in cash, reducing net debt to roughly $17B. Second, Sprint...

Tim Iacono Regular economists are bad enough, but when someone calls themself a “real estate economist” you just know that what they’re about to tell you is probably wrong and, if you’re the betting type, you could probably make some money wagering against them. A case in point comes via this story in Money Magazine where one real estate...

By Marin Katusa, Chief Investment Strategist, Casey Research Energy Team As the world hesitantly emerges from recession, the one question that seems to be on the lips of investors everywhere is: what’s next? As the tragedy continues to unfold in the Gulf of Mexico, with no fix in sight, market attention has suddenly shifted to the energy...

By Nico Isaac We’ve got a suggestion for David Letterman’s next “Top’s” list: The top THREE reasons the mainstream financial pundits say stocks (and the economy at large) are finally out of the woods: Reason Number Three: There are too many naysayers out there. Case in point: A June 10 BusinessWeek cover featured...

CalculatedRisk From the NY Fed: Empire State Manufacturing Survey The Empire State Manufacturing Survey indicates that conditions for New York manufacturers improved in June. The general business conditions index edged up from its May level to 19.6, extending its string of positive readings to eleven months. The new orders and shipments indexes...

Tim Iacono Get ready to hear a lot of talk about falling in-flation this summer and then another whiff of de-flation as the big year-over-year energy price increases fade from the consumer price data. They’re already seeing lower inflation in the U.K. as discussed on CNBC earlier today. Of course, this will provide convenient cover for Western...

Phil’s Stock World Once again CNBC has gone too far! The futures were doing very well, up almost 1% until CNBC put together the tag-team guest spot of Mohamed El-Erian, the notorious bond pusher from Pimpco and “Doctor Doom” himself – Nouriel Roubini in a classic bear and bigger bear face-off that was timed right into ...

Courtesy of Tyler Durden Think Blanche Lincoln’s attempts to tame derivative trading are new? Think again. During the 1990’s, its was the CFTC’s  Brooksley Born who was the original crusader, attempting to warn about the dangers posed by an unregulated and out of control explosion in synthetic exposure. And just like Lincoln’s current...

HCPG Here are the alerts that triggered short today from last night’s newsletter (short alert on rally to resistance). ATHR 32.8 short on trend line: SU short at 33.4 alert from last night’s newsletter: SCCO short at 31.5 alert in last night’s newsletter: CHK we liked long over 25.5 if it could base, if not we wrote to watch...

The Market Ticker No, really? June 14 (Bloomberg) — The cost of fixing Fannie Mae and Freddie Mac, the mortgage companies that last year bought or guaranteed three-quarters of all U.S. home loans, will be at least $160 billion and could grow to as much as $1 trillion after the biggest bailout in American history. Uh, how? Remember, the government...

By Marin Katusa, Chief Investment Strategist, Casey Research Energy team Two years ago, British Columbia’s premier electric utility company, BC Hydro, issued its “Clean Power Call” – a bid for the province to achieve electric self-sufficiency through renewable energy by 2016. That aggressive goal sparked an intense competition. Renewable...

Tim Iacono It looks as though “risk assets” are again in favor this morning, though, there’s no telling how long that might last. Amid all the talk about the current “correction” and the likelihood of a new “bear market”, Jason Zweig’s Intelligent Investor commentary in the weekend Wall Street Journal is worth a look for those who...

CalculatedRisk From Neal Boudette and Sharon Terlep at the WSJ: Auto-Sales Optimism Fades According to AutoData, light vehicle sales were up 17.2% over the first five months of 2010 – compared to the same period in 2009. This was an increase from 3.95 million to 4.63 million cars and light trucks. However – according to Boudette and...

Tyler Durden Even as the UN is formalizing its response to Iran, the Persian Gulf country is preparing to set sail three ships with aid for the Gaza Strip, AFP reported earlier and was cited by the Jerusalem Post. The ships are only awaiting for final permission from the Iranian Foreign Ministry, without regard for Israel’s potential retaliation...