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FA Notes May 31, 2011

May 31st, 2011

NOK – Nokia warns Q2 earnings will be “substantially below” guidance. Link

CCJ – Germany decides to shut down all its nuclear power plants by 2022. Link

GS – Goldman lost 98% of Libya’s sovereign wealth fund’s investment. Link
”early 2008, Libya’s sovereign-wealth fund controlled by Col. Moammar Gadhafi gave $1.3 billion to Goldman Sachs Group to sink into a currency bet and other complicated trades. The investments lost 98% of their value, internal Goldman documents show.”

Euro – Germany considering backing down on demand to reschedule Greek bonds. Link WSJLink2

ATVI – Activision will launch a premium pay service for Call of Duty called Elite. Link

NVDA – CEO says Tegra will surpass its GPU business in the future. Link

Corriente Advisors’ Mark Hart bets against China. Link

NYTimes reports China’s economy is slowing. Link
”Our business is down 30 to 40 percent, we’re losing money every day,” said Li Chuanlian, the manager of a store that sells stoves.”

Hedge funds use FXI options to bet for and against China. Link

Jeffrey Gundlach of DoubleLine is bearish on the economy. Link

Robert Rodriguez of FPA Capital says we will have another crisis. Link

Today’s POMO $1.5-2.5 billion
EB- NOK


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