Clearly, there are some areas of the economy that are showing signs of a recovery. What this may mean to stocks, bonds, real estate etc is not the subject of this post. Instead, let’s take a moment to ponder the new emerging headwind that could throw a serious monkey wrench in our recovery hopes for…
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…
A Good Primer on the Rule of 72
Thought this was a pretty concise primer on the Rule of 72, one of the most important calculations a market pro can keep in the back of his/ her mind. This is a highly useful tool, so I thought I’d pass on this version I found on GigaOM this morning: — The Rule of 72…
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…
Another Reminder of Why We Love Banks: Overdraft Charges
Zanetti/ Cagle Cartoons From TIME Magazine’s top 5 cartoons of the past week.
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…
How Sick Does District 9 Look?
Just thought I’d throw this out there…How sick does District 9 look? [vodpod id=Groupvideo.3089187&w=425&h=350&fv=] Have a nice weekend kids, and tune in tomorrow for Weekend Hot Links.
Trump Brand Reaches It's Logical Endpoint: Snake Oil Sales
When you think of the word Health, what celebrity immediately springs to mind? Lance Armstrong? Nope. For me, it’s Donald Trump all the way. If you find yourself nodding in agreement while reading this, boy do I have a story for you! I’m minding my own business last night and into my gmail account pops…
Breakfast Links: Venom on a Friday
Stuff I’m Reading this Morning… Wow! A list of the most disgusting, pathetic people on earth! That’s right…it’s Fashion Meets Finance time once again! (Pocket Change) The article that helped ignite yesterday’s rally. (Bloomberg) The mall retailers attempt Christmas in July. (WSJ) Absurd lawsuit of the week: “The Kindle Ate My Homework”. (TechFlash) Remember dividends? …
Ratings Agencies, aka The Three Stooges, Get a Taste of Regulation
[vodpod id=Groupvideo.3080520&w=425&h=350&fv=%26rel%3D0%26border%3D0%26] The Department of the Treasury just released this Fact Sheet to demonstrate what the administration’s agenda will look like as it pertains to reforming the ratings agencies. Standard & Poors, Moody’s and Fitch, aka The Three Stooges, will have an interesting experience figuring out a profit margin after these are enacted! Buffett agrees…
