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…
September 2009
Citi Cuts Agriculture Chem Names
Farmer Brown here… Just a quick follow-up to my Monsanto piece from last week. We discussed the fact that analysts are getting antsy about seeing through the valley on the farm stocks. Today, Citigroup spit the bit on two big agriculture names. Mosaic (MOS) and Potash (POT) were both cut to hold from buy at Citi following…
Lapping the Crisis Quarter Makes For Pretty Headlines
As I’ve just thoroughly enjoyed the opening weekend games of the NFL, I thought I’d start with a football analogy to make my case. Here is a bizarre but true factoid that exemplifies the drawing of flawed conclusions based purely on logic: If the Detroit Lions win a single game in the 2009 season, their…
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)…
A Reminder: Why The I-Banks Are Tolerated
Oh yeah, that’s why they’re tolerated so well… Sources: Cagle.com
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)…
Menu Engineering: Hacking Human Reactions to Price
I thought this piece about determining how to set prices on GigaOM this morning was fascinating. Wall Street is all about prices. What is something worth now, what will it be worth in 10 seconds, 6 months or 3 years from now? There are no shortage of formulas and equations that can be used to…
Mauldin on Deflation or Inflation, Take Your Pick
It is not a matter of pain or no pain; it is a matter of choosing which pain we will face and for how long, and perhaps in what order. – John Mauldin, September 2009 We’ve talked about the Inflation vs Deflation debate a lot here on TRB this year, as I think that getting…
Spam O' The Week: Hong Kong Opportunity!
What do you think guys? Should I go for it? from f.oste@kpnplanet.nl to date Sat, Sep 12, 2009 at 10:46 AM subject Greetings from Hong Kong Greetings from Hong Kong Dear Friend, this is Mr. Peter Wong from Hong. I am sending you this message concerning a Business Proposal of 44.5MUSD and I want you…
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…
