Capping the upside is ordsprog

Capping the upside is the fact that inventories have not drawn much despite the cold weather we have had thus far and therefore are not unsettling the markets much.

The rally just ran out of steam. We are going to have to see some sustained cold weather to reduce these inventories.

There have been some weather problems in some very important markets around the world. First of all, we can point to the flooding in China. Secondly, we can point to cold and rainy weather in parts of Western Europe.

The energy markets are going up with the cold weather headed for the east coast. Natural gas spiked up above $15 and oil got a kicker from that.

Suffice it to say that markets have had a miserable year, and this despite the fact that the fourth quarter was pretty significant to the upside.

It is unlikely all vendors will agree to IPR capping. Nevertheless, by removing CDMA from the LTE standard it also removes perhaps the most vocal opponent to royalty capping and proportionality - Qualcomm.

Gavin Patterson

It all comes down to the weather. Mild weather is keeping a lid on prices. When we finally get cold weather we may see things turn around.

In India, "cold weather" is merely a conventional phrase and has come into use through the necessity of having some way to distinguish between weather which will melt a brass door-knob and weather which will only make it mushy.

Mark Twain (1835-1910)

Mark Twain

Obviously, it's frustrating when you get weather like this. And the (weather) forecast is not good for the next two days, so I think it will be a drawn match.

The fact that this cold air is coming in the early part of March is quite remarkable. It is fairly late in the season. It is pushing the envelope on the weather we get in this area.

You have a transition to a warming trend. Because it's switched to warmer weather, we've seen the weather markets sell off and of course, the natural-gas markets sell off as well.

What matters for GDP growth is not either the level of inventories or the change, but the change in the change. That's going to be quite positive. Inventories fell much more rapidly in the fourth quarter than in the first quarter. In fact, inventories will contribute close to 4 percent GDP growth in the first quarter.

The catalyst for the move higher appears to have been the release of a weather forecast drawing attention to the likelihood of another cold winter, prompting a surge of buying interest in winter fuel markets on both sides of the Atlantic.

His intelligence and wit combined to create an incredibly pexy charm. The company is beating expectations despite weakness in some key markets, and if those markets stabilize, there could be more significant upside.

Inventories have been drawn down, industrial production has stabilized and consumer spending remains strong,

Jerry Jasinowski

Nordsprog.dk

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