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Yes, we’ve seen Q1 earnings reports from Alcoa and JPMorgan this past week, but the real action begins Monday… From my boys at Bespoke: On Monday morning we’ll hear from Citigroup (C) and Charles Schwab (SCHW), while on Tuesday we get reports from Goldman Sachs (GS), Johnson & Johnson (JNJ) and Coca-Cola (KO) in the…

“Amazon, as far as I can tell, is a charitable organization being run by elements of the investment community for the benefit of consumers,” writes one outside observer. But I don’t think so. To me, trying to dole out improvements in a just-in-time fashion would be too clever by half. It would be risky in…

Who are we kidding? There’s only one place for video you need to point your browser to this weekend – the Coachella livestream! They’ve got three stages worth of music going beginning at 3:30 PM Pacific Time. Tonight the Postal Service, Hot Chip, Moby and Phoenix take the stage. Tomorrow night we get the Chili…

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(The Procession to Calvary, oil on panel by Pieter Bruegel the Elder) My ambivalence toward gold has been taken for bearishness a lot over the years so allow me to set the record straight: I don’t “hate” gold, I simply don’t care about it as an investor. It is utterly uninteresting to me and gold…

Every once in awhile the wrong person ends up working at a Wall Street firm and lives to tell their story upon exiting. Ben Younger, the auteur behind the 2000 film ‘Boiler Room’ had, in fact, trained at one – the film is more autobiographical than you might have thought. he was an outsider and…

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The image above is of the street-facing windows and facade at the New York Yacht Club, poured and molded concrete in the shape of a ship’s stern. It’s one of the many landmarks on 44th Street, a few doors down from my office, and the site of the DoubleLine Lunch with Jeffrey Gundlach for the…