Hot Links

Hot Links: Obsolete

Late start this am, here’s what I’m reading: Stocks, Oil rockin and rollin ahead of today’s Fed non-decision.  (Bloomberg) Killer post: 12 M&A Deals That Will Happen in 2010.  (24/7WallStreet) Volcker‘s Banking Innovation is a Joke tour continues:  Wake Up Gentlemen.  (BaselineScenario) Bernanke named TIME Magazine’s Man of the Year.  Barry is utterly speechless.  (TBP)…

Hot Links: Icahn vs Trump, Mexican Junk Bonds & Words For Our Madness

Stuff I’m Reading this Morning… US Dollar strengthening while Greece deteriorates.  (Bloomberg) Gregor‘s take on the Exxon – XTO deal.  (GregorMacdonald) EPIC: Carl Icahn vs Donald Trump for casino control.  (DealBook) Surprise, surprise:  Merrill is bullish on stocks for 2010.  (PragCap) Mexico bonds downgraded, just above junk status.  ¡Viva La Credit!  (LATimes) “We Need New…

Hot Links: Peregrines Back on Top

Stuff I’m Reading this Morning… Abu Dhabi steps in with a $10 bil Dubai bailout, stocks rally around the world.  (Bloomberg) The latest from Tall Paul Volcker, who’s come out of his shell finally.  (TBP) Roubini sees the next bubble in the “barbarous metal” that is gold.  (Clusterstock) and (LOLFed) 10 Investment Themes for 2010. …

Lunch Links: JPMorgan's 2010 Target & Obama's Big Sellout

ALERT: Rolling Stone has actually published a negative article on Obama!  Taibbi‘s takedown (Obama’s Big Sellout) is the big story of the day.  (RollingStone) JPMorgan‘s S&P 500 target and outlook for 2010.  (MarketBeat) Takeaways from Fortune’s stock roundtable, with Ritholtz, Trennert etc.  (FundMyMutualFund) Brazil stocks on fire, 18 month high today.  (Bloomberg) There almost wasn’t…

Hot Links: Top China Myths, Top Stocks for 2010, Top Fails of 2009

Stuff I’m Reading this Morning… FINALLY!  Bess Levin meets Steve Cohen!  The prophecy has been fulfilled.  (Dealbreaker) Top Ten China Myths of 2009.  (NewYorker) Twas The Night Before Earnings… (SharonMerrillAssociates) Raymond James‘ global research team picks the Best Stocks for 2010.  (MarketFolly) Another blogger gets the call:  Congrats to Mike at Rortybomb on his new…

Hot Links: Emerging from Exile

Stuff I’m Reading… Volcker to bankers:  Your biggest contribution over the last 25 years is the ATM machine.  LOL.  (NakedCapitalism) BofA/ Merrill Lynch: 10 Themes for 2010 (emerging market consumer, alternative yield etc).  (MarketFolly) Dick Fuld emerging from exile with a plan to help out small business owners in need of funds.  (NYP) Goldman‘s big…

Hot Links: Tiger's 99 Problems

from We Love Data Vis Stuff I’m Reading this Morning… The gold correction that began last week seems to be continuing.  (MarketBeat) Credit Suisse joins Morgan Stanley in predicting a sucky 2010 for stocks.  (PragCap) An epic list of big commercial real estate projects that look to be the “next shoes to drop”.  (ZeroHedge) Treasury…