I’m out sick today, but here are some links for ya.
Joshua M Brown
Unconvinced by Dimon's "Size is Good" Argument
The Too Big To Fail Tax is a step in the right direction, despite Jamie Dimon’s mostly true defense of big US banks.
Baidu Adds $2 Billion in Market Cap On Google's China Exit
Google is leaving China, supposedly. Baidu shareholders are over the moon.
Droppin' Knowledge: Rich Masino on Investor Tax Injustices
“While we’re on the subject, I’d like to weigh in on this subject of a financial transaction tax. Simply put, it’s indefensible, and it exhibits a terribly flawed logic that would be akin to taxing a merchant on top-line sales in addition to bottom-line profit.” – Rich Masino
Hot Links: China, Yellow Pages & the Death of Spider-Man
Stuff I’m Reading this Morning…
"You mean these things go down too?"
The afternoon look…and it ain’t pretty.
The Brokerage Margin Debt Tell
What can we learn from the margin debt levels at broker/dealers?
Alcoa Spits the Bit, EA is a Shonda…What Else is New?
Alcoa and Electronic Arts miss numbers, of course.
John Mauldin Sees a Biotech Bubble…And Wants In
John Mauldin on the possibility of a coming biotech bubble and why he wants to be in early.
Luckily For GE, NBC's Not A Prop Trading Desk
Leno is a Blue Chip that NBC doesn’t seem to know how to handle.
