Stuff I’m Reading this Morning… Good stuff: M&A boom coming to S&P 500 as cash positions relative to share prices climbs to the highest in decades. (Bloomberg) Or how about big M&A deals coming to the asset management space? Long overdue. (Morningstar) Big report on how to fix compensation comes out today…shocker: they’re not fans…
Hot Links
More Hot Links: Jim Grant, David K. Levine & Raekwon the Chef
More Hot Links for Weekend Reading… Irrational Exuberance making a comeback in the rally? (NYT) Surprise! Jim Grant (Interest Rate Observer) is bullish. (InfectiousGreed) Saltwater vs Freshwater schools of macroeconomic thought, redux. (BronteCap) This weekend’s big story: The David K. Levine response to Krugman’s failure of economics piece. (HuffingtonPost) Survivor Bias as it relates to…
Hot Links: Megan Fox & The Siren Song of the Bears
Hot Links for Weekend Reading… David Merkel on ignoring the siren song of bearishness in a bull market. (AlephBlog) The big BIG winners of 2009: Stocks that are up 400% plus: (Bespoke) Bonus/ compensation discussions will be prominent at the G-20 meeting next week. (Bloomberg) Peter Schiff: Letting Lehman go was one of the only…
Hot Links: Nerds, Dorks, Geeks & Dweebs
Stuff I’m Reading this Morning… Global stocks, metals run out of steam overnight. Copper’s the culprit. (Bloomberg) My fave post of the week: Kanye interrupts Bernanke. Classic! (LOLFed) Federal Reserve bonus watchdogs will be embedded at Wall Street firms and banks. (Clusterstock) NYC unemployment now over 10%. Party on, Wayne. (Economix) IPO market, coming off…
Hot Links: The Marshmallow Test
Stuff I’m Reading this Morning… A new blog takes a look at how profitable vs unprofitable IPOs fare in the stock market. (TechFlash) Green Shoots! The return of tech M&A…here’s a list of all the recent deals. (GigaOM) Signs in exports, tourism and even housing that California could be turning. (LAT) S&P says corporate stock…
Hot Links: Godspeed Patrick Swayze
Stuff I’m Reading this Morning… A roundup of various currency ETFs and how they’ve done as the dollar dropped (and dropped). (Bespoke) Sorkin: Obama‘s big reform speech fell on deaf ears on Wall Street yesterday. (DealBook) Fast-Forwarding Gordon Gekko. (NYT) They fired the Wells Fargo foreclosed mansion squatter. I kinda liked the gal. (Dealbreaker) A…
Hot Links: It's Official, You're All Morons
Stuff I’m Reading this Morning… Markets lower ahead of Obama‘s Wall Street dog and pony show later today. (CNNMoney) My fave post this morning: It’s Official, You’re All Morons. Get ’em! (GreenFaucet) Stocks being bought and sold by top mutual fund managers. (Morningstar) A graphic breakdown of how bad the advertising business has gotten. (Clusterstock)…
More Hot Links: Chutzpah Alert!
More Hot Links for Weekend Reading… Chutzpah Alert! Goldman Sachs wants more taxpayer-funded police for its new HQ’s security. (NYP) 5 Tips for Successful Trading from Bob Prechter. (PragCap) Sad story of the Yale bride who disappeared before the wedding. (DailyBeast) The 70 year old bank robber, armed with an oxygen tank…we’re in troubs. (JrDepAcct)…
Hot Links: Where Are They Now
Hot Links For Weekend Reading… Where are they now? The financial crisis players (Callan, Fuld, Thain, Prince, O’Neal, Cassano) are caught up with. (NYT) Vincent Fernando compares gold to both real estate and then to a Ponzi Scheme…and gets his head handed to him by the peanut gallery. (Clusterstock) The definite cultural shift at Morgan…
Hot Links: Don't Let Ballmer See Your iPhone, Boy
Stuff I’m Reading this Morning… China Strong, Dollar Weak. Stocks Likey. Keep walking, nothing new to see here. (Bloomberg) Mish says, “Yes, it is a Depression.” (GlobalEconTrendAnalysis) The Notorious B.I.G. sees a bullish reverse head and shoulders pattern in the chart of front-month gold prices. (Bespoke) Veteran Buffett-watcher Jeff Matthews on what the Oracle’s recent…
