Faisal Humayun submits: This article looks into the factors impacting the short to medium term trend for commodities. Over the long-term, there is no doubt in my mind that every portfolio should have commodities and commodity related stocks for long-term. With the demand for commodities driven by 2.5 billion Chinese and Indians, the current bull run for commodities is still at a relatively early stage.
Compass Labs has exited the Facebook advertising business, CEO Dilip Venkatachari tells Business Insider. The company will now focus on providing "marketing intelligence" for its clients. Compass was one of Facebook's "preferred marketing developers" (PMDs). The exit ought to scare some of them. Venkatachari tells us that his company saw only "diminishing margins" in the Facebook ad business:
World Market Pulse submits:In this era of global uncertainty, investors are wary of investing in alien markets. A lack of fundamental analysis of the potential good upcoming markets also acts as a deterrent for investors. Some markets follow the global patterns and some just swing with an entirely different wavelength. One such market that historically has never followed the global market and its patterns is the African continent.
I see that over at Naked Capitalism, the commenters are talking about John N. Grey, whose try for the Stupidest Man Alive prize was his statement that:
Financial markets are moved by contagion and hysteria. Mesmer and Charcot are better guides to the new economy than Hayek or Keynes...
I very much doubt that John N. Gray has ever read a word written by John Maynard Keynes. But it is never too late!
ByUnbigoted Research:If you are one of the many investors sorely disappointed by Facebook's (FB) less than a stellar IPO, you are not alone. You also need to hear some important words - Facebook's IPO and current stock price have very little, if anything, to do with the company's importance in the world, or in its ability to provide investors with long-term returns.
There’s always a lot of fanfare when it comes to Initial Public Offerings. The bunting is brought out, the trumpets sound, the people stand up with killer actor and actress smiles and the champagne is popped at the New York Stock Exchange. Then? Sometimes, the hype works, the people are still popping the fizz. But, sometimes, even when the company is doing wonders before being launched on the stock exchange, it suddenly goes all nightmarish on Wall Street and the price just belly-flops instead of doing a super-duper double flip.
Today’s Facebook (FB) IPO is the first time I can remember being completely shocked at the lack of trading excitement and volatility for a much-hyped IPO. Ironically, the reason for such unexciting, rational behavior is because of how hyped the Facebook IPO was to begin with. The share allocation to retail investors at the $38 offer price was huge.
By Miriam Metzinger: Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday February 2.
The Two Faces of the Facebook IPO (expected to trade with the ticker FB). Other stock mentioned: LinkedIn (LNKD)