FT Alphaville on the FX Hustle is must-read.
Joshua M Brown
Barbarian on the Positive Feedback Loop in Metals ETFs
One metals ETF begets another, driving up prices and demand for…another metals ETF!
Welcome to the Resistance
Markets have hit a notable level with some possible resistance both short and long-term.
Hot Links: Welcome to Omaha
The links you want, the sausage mascot you NEED.
GM IPO as Climax for the Reflation Trade
Could the GM IPO serve as some kind of climax for reflation stocks in general?
David Tepper Buys Old Skool Large Cap Tech
David Tepper sells some big banks, buy a ton of chip, computer and networking companies.
Where Were You When Ben Spoke at Jackson Hole?
Bernanke winked at us at the end of the summer during his Jackson Hole address – and asset prices have exploded since.
American Gothic
Incomes booming down on the farm.
Dear Ben,
An open letter against QE2 from 22 analysts and hedgies.
Remember When the Web Was Competitive?
Google, Facebook and Amazon have been virtually unassailable, regardless of who’s taken them on.