Lower natural gas prices is a tremendous boon to chemical makers and steel companies.  Once the U.S. develops an adequate energy policy focusing on utilizing more natural gas versus oil the benefits will be even more pronounced.  Companies like Dow Chemical (DOW) have the opportunity to be huge beneficiaries in reducing their cost structure through...Read More

This is a big positive as European banks need to raise capital when attractive opportunities exist.  Deutsche Bank AG (DB) has tremendous earnings power but is one of the most heavily levered institutions so raising capital is the right thing to do.  Europe did the right thing with the LTRO in ensuring ample liquidity in...Read More

This is a really disturbing story of executive greed and corporate malfeasance.  Just a couple of years ago Aubrey McCLendon levered up his personal stock holdings in his company and got crushed by margin calls when the stock dropped precipitously in the bear market.  Then the board of directors authorized an egregious pay package which...Read More