December 2013

Post-Quiet Period, Wall Street Weighs in on Twitter

Here’s the Wall Street Journal’s Alexandra Scaggs: Twitter’s quiet period is over an the analysts for its five lead underwriters are out with their first reports on the company. Shares of the Twitter are trading at $40.92, well above its IPO price of $26. Two of the five analysts gave Twitter a buy rating or the equivalent to a buy…

Fast and Furious and…Wealth Management?

Over the weekend tragedy struck as movie star Paul Walker (of ‘The Fast and the Furious’ franchise) was killed in a car crash after which the vehicle was engulfed in flames. Both the driver and Walker, who was the passenger, are dead. There is chatter that there was a street race involved and police are…

“Opportunity Abounds”

Completely honored that Barron’s has republished my Two-Word Investment Outlooks pice over the weekend. Got a bunch of calls and emails about it from my peers in the asset management and investing biz – for our thing, a Barron’s mention is still the pinnacle… Joshua M. Brown, CEO of Ritholtz Wealth Management, has a good…

A Short-Selling Lesson from SAC

Dasan was one of the original members of the financial Twitter gang and had also been one of the better early investment bloggers. He doesn’t write very often these days but when he does it’s typically because he has something insightful to pass along. Back in the day, Dasan had spent a bunch of time…

Ben Bernanke as Today’s Michael Milken

This weekend’s Barron’s contains an excellent Up and Down Wall Street column from Kopin Tan concerning the vast similarities between this moment in market time and the middle of the 1980’s. In addition to the pop culture references (Shoulder pads are back! Japan is ascendant, etc) he cites the spike in 80’s era takeover tactics,…