Stuff I’m Reading this Morning… Paul Kedrosky found a good interview with trading legend Michael Steinhardt. (InfectiousGreed) Floyd Norris calls Trump‘s ability to raise more casino money the ultimate green shoot. (NYT) CTFC Chairman talks about limiting investment funds within energy markets. (DealBook) Another brilliant set of thoughts on the current market from David Merkel. …
Hot Links
Breakfast Links: Heidi Moore, Bill Clinton & Runpee.com
Stuff I’m Reading this Morning… Heidi Moore get’s her head handed to her by Matt Taibbi after her silly Goldman Defense…(TrueSlant) Is Taibbi’s next conquest Charlie Gasparino and CNBC? On Imus Radio? (Clusterstock) Mike Konczal on unemployment insurance, great post. (Rortybomb) Finally, an interesting stimulus handout: Advanced batteries for cars. (WSJ) Bill Clinton is STILL…
Breakfast Links: Post-Apocalyptic Disney
Stuff I’m Reading this Morning… JPMorgan almost bought Morgan Stanley at Paulson‘s request during the crisis. (DealBook) SIA: 2nd quarter chip sales up 17% sequentially, 4 months of gains in a row. (WSJ) Commercial RE loans blowing up faster than you thought. (Clusterstock) Nouriel Roubini goes bullish on commodities. (ResearchReloaded) A Swissman (is that a…
More Hot Links: Deflation, Trading & the LEAF
More Hot Links for Weekend Reading… Tadas frames the High Frequency Trading debate in Life (and trading) is Unfair. Great post. (Abnormal Returns) Pimco positioning for the Fed not raising rates until 2011! Clearly, McCulley‘s in the Deflationista camp. (Bloomberg) Scariest thing you’ll read all day: 1.5 million Americans running out of time on their…
Hot Links: The Pentatonic Scale
[vodpod id=Groupvideo.3090598&w=425&h=350&fv=] Hot Links for Weekend Reading… Jefferson County, Alabama: the brokest county in all the land. (NYT) Barry Ritholtz does a killer guest post for Prieur‘s site discussing the analysts. (Investment Postcards) China’s governments create a bottom in commercial real estate by intervention. (FT) Speaking of China, Karabell looks at why their stimulus is…
Breakfast Links: Toilet Paper Tube Sculptures
Stuff I’m Reading this Morning… The Epicurean Dealmaker on Harvard the Hedge Fund. (TED) Rushkoff on MicroHoo; Calls Yahoo “Microsoft’s Prison Yard Bitch“. (Daily Beast) Weak Dollar overnight, so you know what that means: Explosive global rally in stocks and commodities? (MarketWatch) CB Richard Ellis in the eye of the commercial real estate storm. (LA…
Breakfast Links: IPO's, Cramer & the B of A Tower
Stuff I’m Reading this Morning… First, I want to wish a happy 4th birthday to Long or Short Capital‘s site…these guys are great, start reading. (LongOrShort) 4 IPO’s scheduled for August. I forgot, what’s an IPO, again? (DealBook) How many NYC restaurants have gone under this year? Not that many, considering… (Grub Street) Straight up…
Breakfast Links: Housing Bottoms, Car Wars & Pigs in the Hamptons
Stuff I’m Reading this Morning… Major firm strategists move around their year-end S&P 500 targets, as if anyone cares what they think anymore. (BIG) I agree with this one, farewell Geneva asset management biz…do some actual work. (Minyanville) Bank failures accelerating. (TBP) Ezra Klein on the new Menu Labeling trend. (WaPo) Henry Blodget explains the…
Breakfast Links: Schumer, Bernanke & The God of Email
Stuff I’m Reading this Morning… The Hard Rock Hotel in Las Vegas is undergoing a big expansion right now…good timing. (AP via Yahoo) Seantor Schumer asks SEC Chief Mary Shapiro to ban high frequency trading. No Goldman campaign money for you, Chuck. (Bloomberg) The Great Preventer op-ed: Why Nouriel Roubini thinks Ben Bernanke should be…
More Hot Links: Sarah Palin, Bill Gates & Comic Con 2009
More Hot Links for Weekend Reading… Revenge of the debtors…the revolt of the indebted begins. (NYT) A few ways to look at whether or not the market is cheap right now. (PragCap) So the Fed has set up an “Investor Advisory Council”, chances are you’re not invited. (Jesse’s Cafe Americain) The shorts are capitulating. (Bloomberg)…
