June 2013

Clips from Today’s Fast Money

Today on Halftime we led off with two segments of Jeff Gundlach. We asked him about the recent volatility in bond markets, Apple, Japanese stocks, Chipotle, mortgage rates and more! Highlights below, good night!

Another little prick…

I should do a whole series on these entitled little princesses (see earlier: This f*cking guy…). Here’s the latest on Sean Parker, whom you know as Sean Parker from The Social Network movie and other web-related douchebaggery. Watch as he destroys an old grove forest in Big Sur for his lame-ass wedding: Hey, if a…

Your boy in BusinessWeek

My “This isn’t 1999” spiel got a nice feature in this week’s Bloomberg BusinessWeek Magazine… Portfolio manager Josh Brown, who blogs at thereformedbroker.com, scoffs at comparisons between the current bull run and the go-go ’90s, when the market surge was led by flimsy technology stocks. “This is nothing like 1999, other than the fact that stocks…

361 Capital Weekly Research Briefing

361 Capital portfolio manager, Blaine Rollins, CFA, previously manager of the Janus Fund, writes a weekly update looking back on major moves, macro-trends and economic data points. The 361 Capital Weekly Research Briefing summarizes the latest market news along with some interesting facts and a touch of humor. 361 Capital is a provider of alternative…

The Weiner Doctrine

I’m no longer a Manhattanite – after a decade of inflicting that upon myself, I packed up the family and escaped to the suburban nightmare I grew up in rather than pursuing the claustrophobic keeping-up-with-the-Upper-East-Side- Joneses  nightmare I had adopted in my twenties. So, no, I don’t get to vote for NYC’s next mayor…but I am…

Amazon should buy Pandora

It’s obvious that Pandora ($P) doesn’t make much sense as a standalone web radio / advertising play but it’s also obvious that what they’ve built has value. The trouble is, every time news breaks about Apple’s in-progress streaming music venture, Pandora’s share price gets leveled. By way of full disclosure, I’ve traded $P a few times since…