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Don Dion's 10 Most Dangerous ETF List

If you haven’t already, run on over to TheStreet.com to read Don Dion‘s first installment of the 10 Most Dangerous ETFs list. In light of the over-abundance of these products and the fact that many of them have not raised nearly enough assets to justify their existence, now is a great time to bone up…

Guy Hands Comes Clean on Private Equity

I found this take on the private equity industry from one of its more well-known insiders to be refreshing in its honesty. Guy Hands is a “name brand” PE executive from London who made a very bad deal at the peak of the market. In his discussion with Andrew Ross Sorkin, he comes clean about…

The Incredible Shrinking Finance Sector

This is very cool. The New York Times put up a moving infographic that shows the progression of the 29 largest financial firms and how they first shrank since 2007 and then began to grow again. The graph above shows them from the starting point at the market’s peak in October 2007. The one below…

Hot Links: Bizarro FDIC

Stuff I’m Reading this Morning… Dollar down, stocks and commodities _____? Yeah, yeah, you know the rest. (Bloomberg) Story of the Day: Bizarro FDIC to borrow money from…The Banks! (NYT) This was fascinating: World economies and where we are on the productivity curve. (Clusterstock) Maryland is the most moneymaking state in the US. (CNNMoney) John…

Waiting For The Pullback?

Yes, The Reformed Broker can also draw…a Triple Threat!

Hot Links: Crazy Buildings & Golden Coffins

Stuff I’m Reading this Morning… Good stuff: M&A boom coming to S&P 500 as cash positions relative to share prices climbs to the highest in decades. (Bloomberg) Or how about big M&A deals coming to the asset management space? Long overdue. (Morningstar) Big report on how to fix compensation comes out today…shocker: they’re not fans…

Of Convictions and Assumptions

With stocks, bonds and commodities on a too-good-to-be-true rampage since March, many market participants are struggling with the age old question of when to sell while their bearish counterparts are having a similar internecine conflict over when to throw in the towel and get long with the herd. I found a quote that I believe…

Dennis Kneale: A Cautionary Tale for the Mainstream Media

“Never pick a fight with someone who buys ink by the gigabyte.” -Joshua M Brown, September 2009 If you’re going to be on financial television, you’ve got to be one of two things: 1. An attractive, friendly personality with good interviewing skills or 2. Someone who has a good understanding of the issues and subject…

Joshua M Brown