by Michael:

Clark’s Commandments
Section : High/Low
March/April 2008
Commodities maestro Lane Clark is embracing these topsy-turvy markets as he unleashes a new technicals-based system. He took time out to share his secrets of his success.
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The Darwin Effect & All That Glitters
Section : Open
May/June 2008
How evolution explains your desire for a fatter wallet. Revisiting a famous gold fraud, 15 years later.
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The Darwin Effect & All That Glitters
Section : Open
April/May 2008
How evolution explains your desire for a fatter wallet. Revisiting a famous gold fraud, 15 years later.
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Hot News, Gossip and Industry Dish
Section : Open
June/July 2008
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Other People's Money
Section : Open
June/July 2008
A field guide to the care and feeding of the fabulously wealthy.
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The Wisdom of Steinberg
Section : High/Low
June/July 2008
Aided by two industry legends, ­Jonathan Steinberg transformed an ailing publishing business into an ETF juggernaut.
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Why Do Today What You Can Put Off Until 2050?

May 2008
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The Taming of the Spigot

May 2008
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Natty Dread

May 2008
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Finality Bites

May 2008
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Globe Trot
Section : Directions
June/July 2008
From the Midwest to the Middle East: presenting our second annual ranking of the World's Best Trading Cities.
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Fork in the Road

June 2008
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The Enemy Within

June 2008
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Standard, and Poor...

June 2008
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Soros pounding Tom-Toms on the Mohawk

June 2008
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ICE is a good trader

June 2008
We may have to include The ICE in next year's T100. In a bold move, The ICE has just acquired Creditex Group Inc, an OTC credit derivatives broker in the face of worldwide bad press and financial devastation. My guess is that this must have been a desperation sell for Creditex.
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Greenlight Flashing Red on LEH

June 2008
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Yang Can't: Icahn

June 2008
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Sex, Drugs, and Options Backdating

June 2008
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The Caged Bird Sings

June 2008
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Off Message

June 2008
In an Op-Ed yesterday in the Times, David Brooks declares that there exists a Think Tank report too important to ignore ("Must Read TT"?).
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Speculators 1 - Regulators 0

June 2008
Senate Republicans blocked a proposal Tuesday to tax the windfall profits of the largest oil companies, despite pleas by Democratic leaders to use the measure to address America's anger over $4 a gallon gasoline.
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Here We Go Again

June 2008
Lehman is down about two bucks yesterday and volume is double its daily average following what could be the most ill-fated preemptive strike since the Bay of Pigs.
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Three Magic Words

June 2008
If you can't find a borrow, then get the Puts.
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The Waiting is the Hardest Part

June 2008
Prosecutors are seeking a long prison term for former Refco Inc Chief Executive Phillip Bennett when he is sentenced for fraud on July 3, the day before Independence Day.
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The Waiting is the Hardest Part

June 2008
Prosecutors are seeking a long prison term for former Refco Inc Chief Executive Phillip Bennett when he is sentenced for fraud on July 3, the day before Independence Day.
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Where are the Oil Company's Yachts?

June 2008
Exxon Mobil Corp said on Thursday it is getting out of the retail gas business in the United States as sky-high crude oil prices squeeze margins.
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CFTC Show & Tell

June 2008
It's a time-honored Washington ritual. When the price of oil goes up, so does the blood pressure of politicians. And that means government agencies must do something, even if all they do is offer sympathy.
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Emotional Intelligence & Risk Management

June 2008
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Globe Trot copy
Section : Directions
Hold
From the Midwest to the Middle East: presenting our second annual ranking of the World's Best Trading Cities.
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Don't Count on OPEC...

June 2008
The world uses around 85 million barrels of oil a day, so an extra 200,000 is a mere 0.235% boost.
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Hedge Fund managers are Flight Risk

June 2008
When you make an investment in a hedge fund, get a copy of the manager's Passport. If he's suspected of doing something, er, felonious, he's likely to bail Dodge like Samuel Israel III.
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Plausible Deniability

June 2008
Clearly, it's good to be a senator, and it's good to be a "Friend of Angelo" -- as favored VIP borrowers were known at Countrywide. Of course, it's even better to be a Friend of Angelo if the public doesn't know about it. But now that they are handcuffed to him, none of the named claim to have spoken to Mozilo directly...plausible deniability.
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Two Scoops of Raisins

June 2008
When the pitchman in the ad used to say "there are 2 scoops of raisins" in every package of Kellogg's Raisin Bran, he meant literally. The rising price of wheat, corn, and oats is making itself felt on the cereal industry, never mind the cost of transporting the cereal itself. Seems demand for cereal is inelastic.
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The Truth about Airlines

June 2008
The US Commodity Futures Trading Commission said the London-based ICE would have to comply with US rules on position limits.
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Slim Pickens

June 2008
World crude oil production has topped out at 85 million barrels per day even as demand keeps climbing, helping to drive a stunning surge in prices, billionaire oil investor T. Boone Pickens said on Tuesday.
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I Can Has Cheezburger

June 2008
...for $15, that is, if you're dining in London.
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Lieberman's Point Has No Futures

June 2008
Joe Lieberman has three proposals that range from moderate to severe (some would say draconian) in terms of the effect they would have on who can play in commodity markets, and how.
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The Dubai Starting 5

June 2008
A Dubai government agency said on Thursday it committed $250 million to a shariah compliant fund investing in a range of commodity hedge funds, a move that will open the way for other Islamic investors.
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Morgan Stanley Tier 3: Members Only

June 2008
Morgan Stanley fired a trader who said that fiscal second-quarter results were dented after a trader at the firm's London offices incorrectly valued positions by roughly $120 million. Something is still rotten in the state of Denmark...
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Globe Trot
Section : Directions
July/August 2008
From London to New York, Monaco to Dubai: presenting our second annual ranking of the World's Best Trading Cities.
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The Wisdom of Steinberg
Section : High/Low
July/August 2008
Aided by two industry legends, ­Jonathan Steinberg transformed an ailing publishing business into an ETF juggernaut.
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The Surge (Part 2)

June 2008
A quartet of Western oil companies are in the final stages of negotiating contracts that will allow them to return to Iraq, 36 years after losing their drilling rights to nationalization as Saddam Hussein rose to power.
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Family Planning

June 2008
Carl Icahn's new blog went live last week and I loved the piece on Sandy Weil.
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CFTC Needs Physical (Crude)

June 2008
CFTC has crafted a perfect witch hunt. In a campaign year PR show of force, the political rhetoric is flying. Their argument is that "there is a $35 premium in Crude Oil due to excessive speculation."
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The Saudi Treasury

June 2008
With oil prices nudging $140 a barrel, Saudi Arabia stands to receive a windfall this year of up to $400 billion, double what it earned from selling oil last year.
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Role Model

June 2008
John Paulson, founder of the Hedge Fund Co. Paulson & Co., believes the IMF's forecast for $945 billion in write-downs is too light...He believes the total will be $1.3 trillion. Here's what he had to say...
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Commodity Boogey Man

June 2008
On Wednesday lawmakers will hold their 40th hearing so far this year on the cause of high oil prices. Congress is looking for a culprit for rising oil prices.
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Managed Futures -- Managed Expectations

June 2008
At Tuesday's hearing on the three proposals, Sen. Susan Collins, R -- Maine, said she differed from her colleague Sen. Lieberman, on the attractiveness of the most extreme fix. It would prohibit private and public pension funds with more than $500 million in assets from investing in agricultural and energy commodities traded on a U.S. futures exchange, foreign exchange or over the counter.
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A Tale of Two Hedge Funds

June 2008
Hedge fund liquidations were up 20% in the first Quarter. There were also the fewest new fund launches since 2000 as nervous investors favored larger, more established firms, according to Hedge Fund Research -- HFR.
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Don't Buy the Dips

June 2008
In a radio interview with Chuck Jaffe, Market Watch senior columnist, Franklin said the current situation is "the Mount Everest of housing bubbles," and noted that recovery from the last big real-estate bubble -- caused by the savings and loan crisis of the 1980s -- took 10 to 14 years. This one may take even longer, he said.
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Sleeping with One Foot on the Floor - Bedtime with BTIG

June 2008
Analyst Mike O'Rourke, Chief Market Strategist at BTIG had this to say about the Fed, Crude Oil, interest rates, and the Dow.
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Trichet & Buffett: Speculators Not to Blame

June 2008
The head of the European Central Bank said Wednesday that he did not believe speculators should carry most of the blame for skyrocketing oil prices that have propelled euro-zone inflation to record highs.
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A Second Opinion

June 2008
The popular tale holds that with the rise of long-only commodity index funds and increased interest in commodities from pension funds and other players, speculators must be to blame for surging oil prices and have probably been the prime culprit in the steep rise in prices for food and other commodities as well.
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Why Oil On Its Way to $200

June 2008
A U.S. House of Representatives Resolution effectively requiring a naval blockade on Iran seems fast tracked for passage, gaining co-sponsors at a remarkable speed, but experts say the measures called for in the resolutions amount to an act of war.
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Trading Bandwidth

June 2008
This new "commodity" exchange would let telephone networks, mobile operators, satellite providers and other telecommunications companies trade capacity on their systems.
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Cash is King

June 2008
One thing you'll never hear from a broker is "let's go to cash for the next six months..."
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Icahn's Competish

June 2008
Sister Susan Mika is one of a group of religious activist shareholders who were raising corporate governance issues with companies before many had even heard of the concept.
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What Onions Can Teach Us About Crude Oil Speculation

July 2008
With no traders to blame, the volatility in onion prices makes the swings in oil and corn look tame, reinforcing academics' belief that futures trading diminishes extreme price swings.
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Short-Covering Rally

July 2008
Sell LEH on any strength...this is the pop you've been waiting for.
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Why Rich People Pray

July 2008
Federal authorities asked a federal court on Monday to force UBS, the Swiss banking giant, to turn over the names of wealthy American clients suspected of evading taxes through secret offshore accounts.
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What Legg Mason will do for $1

July 2008
Legg Mason said late Monday that it will provide up to $240 million to support money-market funds that have been hit by the credit crunch.
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Primer on Hedging via Southwest

July 2008
Since 1999, hedging has saved Southwest $3.5 billion. It has sometimes meant the difference between profit and loss. In the first quarter, hedging gains of $291 million dwarfed Southwest's $34 million profit.
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All Things Considered, He was Right...

July 2008
The people who run hedge funds can be famously secretive about their work. Not David Einhorn.
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Handle Losses like a Pro

July 2008
S. Basu Mullick hasn't met a tough market he didn't like. As manager of the $4.5 billion Neuberger Berman Partners Fund since Dec. 30, 1998, Mullick was at the helm during the bear market of 2000-02. He sees parallels between that downturn and the current volatile market.
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Microsoft & Internet Gold

July 2008
Microsoft Corp. plans to acquire the 50.1% it doesn't already own in MSN Israel Ltd. from partner Internet Gold Ltd.
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Knee-high by the Fourth of July

July 2008
Corn is late.
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Raise Commodity Position Limits

July 2008
The easiest way to shut down the loopholes is to raise position limits on commodity contracts.
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Breaking Wind & Natural Gas

July 2008
T. Boone Pickens on Tuesday laid out his "Pickens Plan" to reduce American dependence on foreign oil, with the target of cutting demand by more than a third in the next two years.
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ETF on Hedge Funds

July 2008
First there was Emerging Markets, then Foreign currencies.
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Breaking Wind & Natural Gas

July 2008
T. Boone Pickens on Tuesday laid out his "Pickens Plan" to reduce American dependence on foreign oil, with the target of cutting demand by more than a third in the next two years.
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Not-So-Jolly Rogers

July 2008
"I don't know why anybody would put money into the U.S. dollar, and by extension into the U.S." These are the sentiments of commodities maven Jim Rogers.
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Sir John Templeton R.I.P.

July 2008
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The Thing That Ate Pittsburgh

July 2008
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Sir John Templeton R.I.P.

July UK 2008
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A Tale of Two Demand Forecasts

July 2008
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Air Raid

July 2008
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Subliminal Secretary

July 2008
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It Takes Two to Contango

July 2008
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Cash is King?

July 2008
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We Are Going to Hell in a Handbasket but at least Henry Kaufman is on the Case

July 2008
As the imminence of total financial chaos in this country looms closer, it's good to know that we have noted economist/analyst Henry Kaufman thinking about such calamities coolly and shrewdly. He's given it some thought and says he has devised a couple solutions (see below) and at this stage of the game whether or not they make sense almost feels beside the point. If anyone has anything else, send it along and Mr. Treasury Secretary if you read TraderDaily and I know you do -- feel free to write in with some feedback.
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Unbreakable
Section : High/Low
September 2008
Adherence to his system enabled commodities veteran Bill Dunn to stage a monster comeback.
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The Tip Sheet
Section : High/Low
September 2008
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30 Under 30
Section : Directions
September 2008
Any trader who survives these current markets -- among the most turbulent ever -- will surely be stronger for the experience.
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Bollywood Epic
Section : Initial Offering
September 2008
Is Bollywood the new Hollywood? Inside Reliance's DreamWorks SKG bid.
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Andre's Way
Section : Players
September 2008
West Coast adviser Andre Peschong has spent a career helping small companies solve problems -- and now he's here to offer his wisdom.
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Special Delivery
Section : Players
September 2008
Brian McCarthy rides point for some of Skadden Arps's largest clients. His deep and shrewd financing know-how helped send FTD to United Online.
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40 Under 40
Section : Features
September 2008
For this year's list of 40 of the industry's best players under 40 years of age, we scoured the world to find the finest up-and-coming bankers and private-equity pros. Behold the mavens who are making a name for themselves, shaping the global economy and leading their firms through difficult times -- and doing it all with a wealth of gravitas, guts and grace.
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Unbreakable
Section : High/Low
October 2008
Adherence to his system enabled commodities veteran Bill Dunn to stage a monster comeback.
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The Tip Sheet
Section : High/Low
October 2008
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30 Under 30
Section : Directions
October 2008
Any trader who survives these current markets -- among the most turbulent ever -- will surely be stronger for the experience.
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Pain Spotting
Section : High/Low
October 2008
A bear to the bone, John Del Vecchio looks for companies hiding dirty, disgusting messes-and then cleans up.
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To The Victor
Section : Directions
October 2008
Transcending markets, styles, cycles and instruments, Victor Sperandeo has earned a reputation as a trader's trader.
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Funds Liquidating?

October 2008
If there are $50 billion in liquidation tickets from the end of Q3, it's hard to tell. Must be in long-only stock funds. The moves in commodities are volatile, but they are not counter-trend moves for the most part.
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The Biggest Losers
Section : Directions
October 2008
Over the past year, credit-market calamity hath wrought unholy havoc on market participants of all sizes and pedigrees. Here's a look at some of those who got majorly crushed.
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Life Force
Section : High/Low
November/December 2008
Flouting financial calamity, Vishaal Bhuyan is helping to create a new market tied to life-insurance policies.
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