Joshua M Brown

Hot Links: The Laziest Man on Earth

Hot Links for Weekend Reading… Tadas on aggregating blogs and creating order.  Good stuff.  (AbnormalReturns) Signs that the Masters of the Universe are staging a comeback.  (CNNMoney) The Best New Buildings of the Decade (NYC).  (Curbed) Ex-Wirehouse has a message for the “black helicopter” crowd.  (DavianLetter) Stocks with the most buy ratings from analysts.  (Bespoke)…

Seven Things You Should Know 11/20/2009

Seven Things You Should Know November 20th 2009  1.  Six Month Periods:  The 6-month period from November-April has gained +230% for the S&P 500 since 1990, more than 5 times the +44% return achieved during the 6 months from May- October. Both numbers are total return performance results from 1/01/90 to 10/31/09 (source: BTN Research)…

The Trouble With "Drill, Baby, Drill"

I’m not looking to host a debate about whether or not the US should do more to encourage drilling here in America. On one side, we have the oilmen, who would look to drill enough holes to turn the entire continent into a block of Jarlsberg cheese.  On the other side, there are the treehuggers who are so wrapped up in…

7 Terms and Phrases We Should Bury With 2009

Every passing year gives rise to any number of mind-bogglingly annoying terms and phrases.  2009 was no exception. I submit the following terms as ready-for-obsolescence as the year draws to a close, let’s leave these behind as we head into 2010: Shovel-Ready Let me help you out with this: there is no such thing as…

Coupla Things on a Red Thursday Afternoon…

The market sucks today, but not the blogosphere!  Here’s a few links to keep you lol-ing The Felix Salmon v Henry Blodget is coming to a resolution, with some serious passive aggression, the kind that I thought only my wife could deliver!  Here’s Henry Blodget  and here’s Felix Salmon.  Do try to play nice, boys.  …

Investing Fads and Themes by Year, 1996 to Present

Take a trip down memory lane with me, if you would, and maybe even have a chuckle at your own expense. After all, at one point or another, we’ve all been caught up in a few of these over the years. Here is Investing Fads and Themes by Year, 1996 to Present It’s right around…

Of Oil and Equities

I had an interesting conversation with a colleague this morning on the counterintuitive concept of higher energy prices being “good” for equities. For most of my career, the oft-repeated maxim was that higher energy prices were, on balance, a negative for the S&P 500.  Essentially, higher energy prices translate into lower margins for companies that…

Hot Links: Shangri-La Found?

Stuff I’m Reading this Morning… Templeton’s Mark Mobius sees another 40% gain for the BRIC nations.  (Bloomberg) What Are The Best Hedge Funds Buying?  Including John Paulson, Steve Cohen, Steve Mandel.  (PragCap) The emperors drop some crumbs: Goldman and Buffett‘s plan to help small businesses.  (Barron’s) 10 Most Annoying Things About This Recession.  (TheDisciplinedInvestor) What’s…