“this is the most attractive time to be an investor in my lifetime” – Ron Baron, May 2009 If you read pages 30 to 31 in Barron’s this weekend, then you, my friend, were Carpet-Bombed with Knowledge from one of the most interesting minds on The Street. Ron Baron, a 40-year market veteran with over…
Joshua M Brown
Market Recap: High as a Kite
http://www.youtube.com/watch?v=-j-DGrWry6k The Reformed Broker, AKA Georgie Jung, here with today’s Market Recap… Fundamentals be damned, US markets took the ball from the up overseas bourses and ran with it. The rally started at the open and anything China-related was once again, high as a kite. Copper, shippers, steels, coals…if it gets shipped to The Big…
Things To Do Instead Of Attending Your Neighbor's Tea Party Rally
Tea Party The Tea Party movement has been spared my ridicule thus far…Until now. I caught a Fox News town hall-esque State of the Tea Party program hosted by Glenn Beck this weekend and my abdominal muscles ached from all the cringing this broadcast induced. This was a nationally-televised moron-a-thon in the round. Its not…
How Not To Conduct PR by Rob Six of Fiji Water
I drink Fiji Water. Its pretty good, usually my second choice after Poland Spring. And if there’s only Evian available, I’ll kindly ask the shopkeeper to spit into the palm of my hand, as that would be more refreshing than the French bottled water with the aftertaste (I don’t think Intelligent Design or evolution was…
Get To Know The Aleph Blog's John Davidson Saga
I just concluded a marathon session of catch-up reading on several blogs, but one particular post stopped me dead in my tracks. The Aleph Blog’s David Merkel concluded his John Davidson series with a bang this week and if you haven’t been exposed to this fantastic insurance company allegory, I strongly recommend you set aside…
Congrat's to Jamie Dimon, On Time's 100 Most Influential List
Magazine editors love making lists for the simple reason that people love buying magazines that contain lists. Everyone loves a ranking, even a nonsensical ranking, like a list of the most influential people in the world. Time Magazine put out its World’s Most Influential 100 People in 2009 list this week and as usual, the…
Hot Links: Charlie, AOL, J Crew, MLB, Schumer & Biden
Hot Links for Weekend Reading Let’s start off with The Daily Beast’s Charlie Gasparino‘s take on the BofA/ Ken Lewis/ John Thain showdown. Thain went off on his former boss but Charlie stayed neutral: “Watching these guys go at it is kind of like watching old World War II footage of battles between Germans and…
TGIF Market Recap: Sail Away with the Shippers
[youtube=http://www.youtube.com/watch?v=BARLfUmyBJA] The Reformed Broker, AKA Captain Dry Bulk, here with today’s Market Recap… Quiet day on The Street today overall, but the China-related stuff was on fire. Aluminum, Building Materials and Steel names were all up nicely as of mid-day, but the show-stopper was the shipping sector in light of the DryShips (DRYS) earnings beat….
Warren & Becky Sittin' In A Tree…
It’s springtime, so that can only mean one thing…yes, Becky Quick is in position for another Berkshire Hathaway Annual Shareholders Meeting in Omaha. Let the lovefest begin. As sure as the Swallows return to Capistrano each year, Becky and her camera crew will show up for their standing hotel reservation deep in the heart of Buffett…
Sell in May and Go Away…I just may, eat some hay, and lay by the bay
[vodpod id=Groupvideo.2454003&w=425&h=350&fv=%26rel%3D0%26border%3D0%26] Should investors heed the phrase “Sell in May and Go Away” this year? If there’s one thing I’ve learned over the last 30 years or so, its that any advice that rhymes is guaranteed to be true and is automatically good to follow. Think about it: “Beer before liquor, never sicker” “An apple…
