now that would have been a nice trade

they import raw everything, build it and export it out. what do I notice the most in all of the vivid pictures of destruction. floating debris; wood in particular..

parts of japan are going to be experiencing rolling blackouts for 4 million people for some time to come, due to the nuc shut down.  2 probably 3 reactors are destroyed (sea water used to cool them), I believe there are 7 shut reactors?.  which means when the others that were shut reopen (only effected by quake not tsunami) there will still be a power 'vacuum'. obviously some of the power previously used won't be needed until areas are rebuilt, but there are basic needs that required fulfillment.  Russia has already offered to increase lng and coal shipments. so which US companies will benefit.  nat gas exporters? coal exporters? shippers? opportunity knocks, let's see whose there... ideas/charts?

it took you awhile to catch that one.

that was 16 years ago and imho the world mkts are more integrated. caveat, the FED deems the need to go for QE3.

fyi - cnbc just showed that after Kobie the japanese mkt fell 26%, unfortunately I missed the time frame, not sure if weeks or months (may have been 4). 

if what I'm reading is correct all 3 reactors at the same plant (adjacent to one another) are in semi-meltdown on the threshold of full meltdown. hopefully the containment tanks will hold. US has moved aircraft carrier and elements of 7th fleet away from that location, 17 crew members (who had been assisting with the rescue attempts of civilians and delivery of supplies)were exposed to above average  radiation levels, they were 'scrubbed' clean...imho if those plants go to full meltdown, then the mkts might get even more skittish.

11:15am est. talking heads discussing japan nuc crisis and 'could it happen here'...

fwiw, fully expect a reaction in the us along the lines of the gulf oil disaster. as in the administration putting  a hold on all nuc plant applications to review them in light of the impending disaster in Japan and to see if the plants (even if located in Kansas) can withstand a tsunami. let alone a possible meltdown of more than one reactor at a single location. bottom line, I'm weary of uranium miners and nuc plant builders/operators until we get more clarity both from the us and probably the euro zone.  )don't be surprised to see a whole host of new 'rules' for existing plants, some requiring retroactive re-fits.

the underlying fundamentals warrant a valuation closer to cash on hand, or what's left of it, and the rapid outflow of cash.  the company has no product, no production, no revenue and only a handful of employees. their offices are shared by several other companies run by the same people.  see other posts on company.  apparently SHZ is of the same ilk.

sorry was away for a few hours, I don't recall, since last fall, when there was no POMO for 2 trading days in a row., maybe this 'correction' will have legs?

interesting, none today as it is 'in between' schedules... new schedule posts today after 2pm est.

lng moving up nicely while affiliate cqp yield of 11.1%, what's up with that?

shows one category with negative duration, translated - short treasuries in 1 fund, and the rest are positioned primarily in under 1 year maturity