Stuff I’m Reading this Morning… Passport Capital makes the case for the agriculture investment theme. (MarketFolly) The unsinkable Whitney Tilson on housing’s non-bottom. (TechTicker) Like the rich kid paying off bullies in school, Goldman is set to give a big charitable donation to deflect our attention from $23 billion in bonuses. Andrew Ross Sorkin has…
Hot Links
Hot Links: NFL Injuries, Bill Miller's "Comeback" & the Second Depression
Hot Links for Morning Reading… Thanks to The Pragmatic Capitalist for taking on that Barron’s Bill Miller piece. You’re exactly right. (PragCap) The Thomas Palley Second Great Depression piece everyone will be talking about today. (FT) Big Story: How the online shopping monster can kill the recovery. (NYP) Fire sale at Blackstone: Up to 8…
More Hot Links: I Hate Cupcakes
More Hot Links for Weekend Reading… My fave site Abnormal Returns turned 4 years old this weekend. Happy Blogiversary! (AbnormalReturns) Thank goodness for our private equity/ i-banking industry for deals like these. Disgraceful. (ZeroHedge) John Crudele: One Trillion Reasons to Avoid a New Stimulus Plan. (NYP) Eddy Elfenbein challenges David Rosenberg‘s “market is extremely overvalued”…
Hot Links: Raising a Mogul
Hot Links for Weekend Reading… “They can’t pay what they owe!” Joe Nocera looks at the shamelessness of the banks. (NYT) Mustache growth can speed the economic recovery. Seriously. (CuriousCapitalist) The ATT&T – iPhone exclusive partnership ends next year. Can Apple sell double the phones with other carriers? (GigaOM) Dunkin’ Donuts Franchisees: “Ding Dong, the…
Hot Links: Defacing the Dollar
Stuff I’m Reading this Morning… PAY ATTENTION: The debate inside the Fed on when to raise rates. (NYT) Several high profile money managers on why China is their favorite BRIC. (Bloomberg) Charlie Gasparino on why Sally Krawcheck would be a big mistake for the Bank of America CEO slot. (Clusterstock) The new dichotomy: Asset allocation…
Hot Links: Ackman, Leno & Goldman's BRIC Picks
Stuff I’m Reading this Morning… Goldman Sachs is recommending the BRIC-related stocks going into earnings season, here are their 50 favorite plays: (PragCap) The most important news of the day. (Clusterstock) Pershing Square’s Bill Ackman has a new short position. (DealBook) Classic: NBC wants Jay Leno to have an affair! (BorowitzReport) Pessimism Porn takes a…
Hot Links: Heir to the Throne
Stuff I’m Reading this Morning… BlackRock is bullish on US and emerging markets stocks. (DealBook) Go out and hug a bear today. (MusingsOfATrader) What’s George Soros up to these day with his positions? (MarketFolly) Peter Schiff under attack on MSNBC, Eddie calls BS. (CrossingWallStreet) Marc Faber on currencies, equities, commodities and India. (InvestmentPostcards) “Buying gold…
Hot Links: Punk Animals
Stuff I’m Reading this Morning… Ace Fidelity International fund manager sees a multi-year bull market, led by emerging stocks. (Bloomberg) Lenny Dykstra sold a bunch of his World Series stuff, the ’86 ring went for 56 grand. (Dealbreaker) Twelve Juicy Buyout Candidates. (Clusterstock) A tragedy for family-owned businesses in this recession. (WSJ) The Fly takes…
Hot Links: Meet Poe, the World's Tallest Horse
Stuff I’m Reading this Morning… Spanish Banks may be hiding their losses, what this means for world markets. (Bronte) The StockTwits guys teasing the boss. Funny. (HowardLindzon) Sick! Step 1 – add $8 billion in debt to Tribune, Step 2 – steer into bankruptcy, Step 3 – pay bonuses. (DealBook) Red miniskirts, white jackboots and…
Hot Links: Deflation, Brazil & Too-Big-To-Fail Whales
More Hot Links for Weekend Reading… Pay Attention: Joseph Stiglitz and others see deflation and Bernanke keeping rates down to fight it. (Bloomberg) Mortgages for sports stadium season tickets…why not, at this point? (MarketFolly) “An Unmitigated Disaster” – Denninger on the real unemployment numbers. (MarketTicker) A look at Brazilian stocks after the Olympic bid victory…
