May 2009

Hot Links: Charlie, AOL, J Crew, MLB, Schumer & Biden

Hot Links for Weekend Reading Let’s start off with The Daily Beast’s Charlie Gasparino‘s take on the BofA/ Ken Lewis/ John Thain showdown.  Thain went off on his former boss but Charlie stayed neutral: “Watching these guys go at it is kind of like watching old World War II footage of battles between Germans and…

TGIF Market Recap: Sail Away with the Shippers

[youtube=http://www.youtube.com/watch?v=BARLfUmyBJA] The Reformed Broker, AKA Captain Dry Bulk, here with today’s Market Recap… Quiet day on The Street today overall, but the China-related stuff was on fire.  Aluminum, Building Materials and Steel names were all up nicely as of mid-day, but the show-stopper was the shipping sector in light of the DryShips (DRYS) earnings beat….

Warren & Becky Sittin' In A Tree…

It’s springtime, so that can only mean one thing…yes, Becky Quick is in position for another Berkshire Hathaway Annual Shareholders Meeting in Omaha. Let the lovefest begin. As sure as the Swallows return to Capistrano each year, Becky and her camera crew will show up for their standing hotel reservation deep in the heart of Buffett…

Sell in May and Go Away…I just may, eat some hay, and lay by the bay

[vodpod id=Groupvideo.2454003&w=425&h=350&fv=%26rel%3D0%26border%3D0%26] Should investors heed the phrase “Sell in May and Go Away” this year? If there’s one thing I’ve learned over the last 30 years or so, its that any advice that rhymes is guaranteed to be true and is automatically good to follow.  Think about it: “Beer before liquor, never sicker” “An apple…