Breakfast Links: IPO's, Cramer & the B of A Tower

Stuff I’m Reading this Morning… First, I want to wish a happy 4th birthday to Long or Short Capital‘s site…these guys are great, start reading.  (LongOrShort) 4 IPO’s scheduled for August.  I forgot, what’s an IPO, again?  (DealBook) How many NYC restaurants have gone under this year?  Not that many, considering…  (Grub Street) Straight up…

Capitalism Lesson #1: Don't Kill Anyone, Just Sue.

  From the Wall Street Journal: BEIJING — More than a thousand steel workers in China’s northeast staged an at-times violent protest against the planned takeover of their state-run employer and a group of them killed a top executive at the private company that was to acquire it, Chinese state-run media reported. How nice. So,…

About That Public-Private Fund For Retail Investors…

Disclaimer:  My commentary below is strictly a relaying of publicly-available news from major publications.  I have absolutely no interest in being responsible for anyone’s investments who reads this website without doing their own homework. OK, I had to satiate the gods of regulation.  Now that it’s just us adults, I thought I’d discuss yesterday’s news…

Breakfast Links: Housing Bottoms, Car Wars & Pigs in the Hamptons

Stuff I’m Reading this Morning… Major firm strategists move around their year-end S&P 500 targets, as if anyone cares what they think anymore.  (BIG) I agree with this one, farewell Geneva asset management biz…do some actual work.  (Minyanville) Bank failures accelerating.  (TBP) Ezra Klein on the new Menu Labeling trend.  (WaPo) Henry Blodget explains the…

Does Microsoft Have It's Swagger Back?

[vodpod id=Groupvideo.3040005&w=425&h=350&fv=%26rel%3D0%26border%3D0%26] Over the weekend, the eggheads at Knowledge@Wharton posted an update on Microsoft‘s new focus on driving innovation.  The score so far is something like Google/Apple 50, Microsoft 1 (Bing‘s working) in terms of innovation, but in technology, this can change out of nowhere (see Palm Inc for an example). It’s also worth noting…

Breakfast Links: Schumer, Bernanke & The God of Email

Stuff I’m Reading this Morning… The Hard Rock Hotel in Las Vegas is undergoing a big expansion right now…good timing.  (AP via Yahoo) Seantor Schumer asks SEC Chief Mary Shapiro to ban high frequency trading.  No Goldman campaign money for you, Chuck.  (Bloomberg) The Great Preventer op-ed:  Why Nouriel Roubini thinks Ben Bernanke should be…

Bespoke's Best and Worst Earnings Reactions: Q2 2009

Bespoke rocks. For those of us who play earnings season like a full contact sport, it’s nice to have a scorecard. Below is a look at how your favorite names traded after releasing their earnings (or lack thereof) this quarter. I’ve posted the winners, for the worst reactions, visit Bespoke Investment Group:  BIG

Josh Brolin to Get Villain Role in Wall Street Sequel

From Deadline Hollywood Daily: I hear Josh Brolin on Monday will get an offer to star as the villain in Oliver Stone’s Wall Street sequel. Fox’s first choice was Javier Bardem, but he turned down the stock-shorting hedge fund manager role. And, with the film’s start date fast approaching, I’m told that Stone and screenwriter…

More Hot Links: Sarah Palin, Bill Gates & Comic Con 2009

More Hot Links for Weekend Reading… Revenge of the debtors…the revolt of the indebted begins.  (NYT) A few ways to look at whether or not the market is cheap right now.  (PragCap) So the Fed has set up an “Investor Advisory Council”, chances are you’re not invited.  (Jesse’s Cafe Americain) The shorts are capitulating.  (Bloomberg)…