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    • While investors the world over drooled (and ridiculed) the fantastically hot IPO of social media website LinkedIn (LNKD), a larger, more established and influential company was making a much quieter debut in London.

      Whether or not you are familiar yet with the $60 billion titan of the commodities called Glencore International (GLEN.L), longtime trader and market watcher Dan Dicker says you will be soon.

      "They will be the largest voice on what happens in the commodities markets over the next five years," the author of Oil's Endless Bid says.

      Read More »from Forget LinkedIn, Glencore Will Change the World: Dan Dicker
    • If an Internet company is remotely "social" and even vaguely "media," it's going to be coming public in the next year or until retail investors stop bidding up new offerings, whichever comes last.

      If you're looking for someone to decry this trend as a chilling portent of a stock market Armageddon to come, you're in the wrong place. The market is neither good nor bad. It just is. Specifically, the market is a no-holds-barred exercise in Darwinian survival of the fastest, smartest, coolest and best-informed. The stock market is also rigged in favor of those who have some sort of "in." Markets are and always have been tilted in favor of the most obsessed and capable players.

      The most focused, knowledgeable and best players in both the last and coming IPO crazes are the venture capitalists and investment banks. The companies going public are almost irrelevant to the bankers and VCs. That doesn't make anyone involved in this system a bad person. A charitable organization would easily get

      Read More »from How to Trade IPOs — and Live
    • In a culture where outcries of short-sightedness are more prevalent than at a midtown Lenscrafters, the noble fix-it ideas of Wall Street critics often fall on deaf ears. "'Sure, we're not perfect but show me a better way,'' financial industry veterans often say.

      And yet, with investor wrath in the post-crisis era high and showing no signs of abating, maybe —- just maybe —- the time is right for a re-think. At least Roger Martin thinks so, and he is using professional football is an example.

      Read More »from What the NFL Can Teach CEOs: Management Guru
    • The consumer is moribund, unemployment is sticking at 9 percent and non-discretionary costs for consumers are at or near all-time highs. These facts are all undeniable, even to contrarians. Where's an investor to turn in these times of consumer strife?

      Retail, according to John Lawrence of Morgan Keegan. Don't scoff and click to the next article; Lawrence is looking to take advantage of economic headwinds by investing in the trend of cost-cutting consumers learning to do it themselves when it comes to taking care of their cars. As noted previously on Breakout, the average age of cars on American roads has never been higher -- 11 to 12 years, by Lawrence's estimation. Though this trend is undeniably a function of higher manufacturing standards leading to longer lives for cars, even the best-built product needs an occasional maintenance. That confluence of trends causes Lawrence to greenlight automotive aftermarket retailers.

      Read More »from Now’s the Time to Turn to Retail Stocks: John Lawrence

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