Nouriel Roubini

A Few Chunks of Goldbug Kryptonite

Hold your hate mail Goldbugs…I don’t make predictions here on anything, nor do I particularly care which way the price goes today or tomorrow.  The recent sell-off in the yellow metal has brought out a ton of bearish sentiment this week, some of which I’ll post here… First up, Doug Kass has a gold call…

Hot Links: Greenblatt, Krugman, Roubini & Livermore

Stuff I’m Reading this Morning… What’s all the hubub about with Roubini‘s carry trade prediction from this weekend? (Clusterstock) To hedge a portfolio, diversify or hold cash?  Great post.  (AbnormalReturns) Love this stuff – 7 Lessons from trading legend Jesse Livermore.  (Minyanville) The best and worst stock reactions from this earnings season.  (Bespoke) The Bears…

Live from Branson: Roubini Sings His Greatest Hits!

Tickets are now available to catch NYU Professor Nouriel Roubini live at his Academia Theater in Branson, Missouri.  These are the same tunes he’s been singing since Dow 6000…and they never get old! He’s forecasted the show to begin at 8pm sharp, but if it, in fact, begins at 9:30, he’ll never tell! Join us…

Hot Links: Jim Chanos, Steven Seagal & the Zombie ETFs

Stuff I’m Reading this Morning… Abnormal Returns covers the concept of Zombie ETFs…a new development for this industry.  (AbnormalReturns) Ain’t no party like a RothCap party ’cause a RothCap party don’t stop.  (NYP) Not all bailout CEOs are created equal: Benmosche (AIG) vs Pandit (Citi).  (BreakoutPerformance) The league tables for inflation rates throughout history…cool.  (InfectiousGreed)…

Hot Links: Roubini Backlash & The Battle of the Books

Stuff I’m Reading this Morning… Is the Nouriel Roubini Backlash underway?  If so, then Damien Hoffman has just fired the opening salvo.  (WSCheatSheet) The battle of the books: Google blocked by Yahoo, Amazon and Microsoft consortium.  (DealBook) Rolfe takes issue with the Buffett op-ed from this week.  (Reuters) Goldman Sachs getting serious about it’s image,…

Breakfast Links: Post-Apocalyptic Disney

Stuff I’m Reading this Morning… JPMorgan almost bought Morgan Stanley at Paulson‘s request during the crisis.  (DealBook) SIA: 2nd quarter chip sales up 17% sequentially, 4 months of gains in a row.  (WSJ) Commercial RE loans blowing up faster than you thought.  (Clusterstock) Nouriel Roubini goes bullish on commodities.  (ResearchReloaded) A Swissman (is that a…

Breakfast Links: Pinning Down Roubini

Stuff I’m Reading this Morning… OMG, some my fave links of the month so far today! Blankfein to Goldman employees: “Please refrain from wearing your crowns outside of the office”.  (New Yorker) The recession is now screwing with the British pub business, time for us to get serious.  (USA Today) Just try pinning down Nouriel…

Roubini and Whitney: The Professor & Mary Ann?

No two people manifest the bull vs.bear debate this year more than James Cramer and Nouriel Roubini.  Admittedly, both have been flexible, Cramer having gone on national television telling investors who may need the money within five years to scram, Roubini having made public statements about being long stocks occasionally. That said, the diehards on…

Market Recap: The Banks!!!

[youtube=http://www.youtube.com/watch?v=5Mum6ggkBJs&feature=related] The Reformed Broker, AKA Nouriel Houdini, here with today’s Market Recap… The news hit this morning that Bank of America (BAC) needs another $35 billion to remain solvent…so how did the market react? We took the money center banks through the f@ckin’ roof! Here’s the 3 o’clock look at the sector: Industry Top Performers…

Cramer Calls Out Roubini

“Does Roubini favor nationalization because he has people short through this RGE Monitor outfit? Is that what this is all about?” James Cramer, May 5th 2009 The Beef between Cramer and Roubini is heating up. Today’s op-ed piece in the Wall Street Journal by Nouriel Roubini makes the point that “We Can’t Subsidize The Banks…