Droppin' Knowledge: Matt Horween Unleashed

You guys know how much I love righteous indignation as a writing style. Matt Horween of TheStreet.com is ladling it out thick for anyone with a bowl in his six part op-ed that will run every day this week, enitled Fix America Now. Yesterday’s opener was crackling with skepticism over our military expenses in the…

Hot Links: Imus, Hitchens & the Mancession

Stuff I’m Reading this Morning… Talk radio legend Don Imus is in talks with Fox Business.  (LATimes) Wonk Wars: A recap of the regulation and markets debate between Greg Falkenstein and Justin Fox of CBS Money Watch.  (Falkenblog) It’s official: Gawker is calling it the Mancession.  LOL.  (Gawker) These stocks actually dropped during the big…

Greg Michaels is Getting There…Be Patient

Let me spend a moment coming to the aid of Greg Michaels, not that he really needs me to. Greg is the new writer on Dealbreaker and since his Bambi-esque beginnings, learning to stand up on the wobbly legs of a newborn fawn, he’s shown steady progress on the site.  His topics are getting more…

Squashing the Goldman Beef

You can always tell when you’re talking to someone who at one point in their career worked at Goldman Sachs. How? Simple.  Within the first 5 minutes or so, they will begin a sentence with the phrase “When I was at Goldman,”. This is the real world equivalent of Anchorman‘s Ron Burgundy telling a girl…

Hot Links: Nat Gas, Mark Mobius & the NY Yankees

Stuff I’m Reading this Morning… Greenback’d posted the July mega-list of activist investor situations.  Awesome.  (Greenback’d) Piker gamblers hurting the casino business.  (WSJ) Taobao.com is a monster of e-commerce in China.  (NYT) Community newspapers doing ok, small is beautiful.  (AP via YahooFinance) The 3 stages of a bear market illustrated.  (InvestmentPostcards) My boy Todd Sullivan…

Torturing The Data Til It Screams

We all have at least one in our office.  The guy who is quick to let you know that selling that call against Whole Foods Markets (WFMI) may be a mistake because supermarket stocks go higher on Thursdays after it rains in Akron, Ohio 77% of the time.  The Data Miners. I’m cool with statistics…

Tudor Visions: Bear Market Rally in Stocks, More Weakness for Dollar

Paul Tudor Jones made some interesting observations in a letter to investors which Bloomberg picked up this weekend… On the Bear Market Rally: Slowing growth in China and the return of front-page stories on swine flu may be “further catalysts for global equity markets to pause in September”. “Impressive counter-trend rallies are a feature, not…

More Hot Links: Bernie, Ben & Frederick

More Hot Links for Weekend Reading… Nobody holds onto stocks anymore on the NYSE.  (Clusterstock) Barron’s reporter Erin Arvedlund blew the whistle on Bernie in 2001, here’s an excerpt from her upcoming book:  (Barron’s) In case you missed SKF’s E! True Hollywood Story, here it is reposted on Wall St Cheat Sheet:  (WallStCheatSheet) Ritholtz won’t…

Saturday Night Video: Waterslides & Wild Things

First up, a giant waterslide jump that blew my mind.  H/T Upside Trader. [vodpod id=Groupvideo.3147934&w=425&h=350&fv=%26rel%3D0%26border%3D0%26] Next is the new trailer for Where the Wild Things Are.  My kid’s gonna freak out for this one.  We read the book all the time, just like it was read to me 30 years ago.  Kinda weird to hear…

James Montier Mauls the Efficient Market Hypothesis

“The EMH also teaches us that opportunities will be fleeting as someone will surely try to arbitrage them away. This, of course, is akin to the age old joke about the economist and his friend walking along the street. The friend points out a $100 bill lying on the pavement. The economist says, ‘It isn’t…