Corporate profitability is hitting a record high not seen since 1969, with margins for the S&P 500 (ex banks) exceeding 15%
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Hot Links: Ingenius Scheme
Your morning financial links, expertly curated.
Where the Hedge Funds Are, Illustrated
Infographs.
Secrets of the Boiler Rooms Part 1
Video.
Q104.3's Top 1043 Classic Rock Songs of All Time
Q104.3 did a listeners’ poll of the top 1043 classic rock songs of all time and then played them over the course of like four days in order.
The Dick Bove Mea Culpa
Your average fundamental sell-side analyst has spent the year kneeling in the grass, gazing at ants through a magnifying glass while hurricanes, earthquakes and volcanic explosions raged all around him.
Hero or Dog?
One of the most frustrating aspects of running other people’s money in a tape this volatile is the Hero or Dog Syndrome that infects the mind.
Hot Links: Don't Sleep
Your morning financial links, expertly curated.
Break 'Em Up Now, We've Seen Enough
Fresh outrage this evening as Bob Ivry, Bradley Keoun and Phil Kuntz (tough name) break an incredible story about the secrets of the 2008 bailouts. Banks fought to keep these details a secret, but Bloomberg Markets Magazine successfully sued for the truth. Here goes: The Federal Reserve and the big banks fought for more than…
Preparation Ache
So yeah, I’m aching, but the news flow may be, dare I say, on the mend?
