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)…

Mauldin Takes on China's Growth Story

In John Mauldin‘s excellent Thoughts from the Frontline newsletter, the subject of The Statistical Recovery is covered, with an interesting aside about China’s growth prospects.  Below is his commentary on the chart above: A few side observations on the above graph. China is roughly as big as the other three of the BRICs (Brazil, Russia,…

Hot Links: CNBC, Fox Biz & Larry Summers

Hot Links for Weekend Reading… Bronte Capital takes on these phony baloney explanations of how Goldman Sachs could have made $22 billion in High Frequency trading.  (Bronte) Speaking of Goldman, how has Warren Buffett fared with his stake?  (Hint: he kicked ass so far).  (DealBook) I thought this faux-CNBC homepage artwork was hysterical. (TBP) Even…

Breaking: US Dollar to Reverse Split

Breaking News: Washington D.C., Jul. 24, 2009 — The Federal Reserve announced today that its Board of Directors has declared a reverse stock split, at a 1 for 2 ratio for the US Dollar, effective August 1, 2009. As a result of the reverse split, every $2 of outstanding US currency will be changed into one Dollar. All fractional monies…

New York Times Suffering From Body Dysmorphia?

Body Dysmorphia is a psychological disorder in which the affected person is excessively concerned and preoccupied by a perceived defect in his or her physical features. – Wikipedia Dear New York Times, I thought it was adorable the way you reported on your own earnings report in your Media & Advertising section.  But I have…

Breakfast Links: Trader Mark, Judd Apatow and the Cankle Epidemic

Stuff I’m Reading this Morning… The NYSE applies the old “Grandmother Rule” in it’s barring of a bad broker.  (SEC Teaparty) Javier Bardem is out as the villain of the Wall Street sequel.  Check out the comments section on Dealbreaker for some of the most hilarious replacement suggestions imaginable.  (Dealbreaker) So far, a monstrous comeback…