Curation is essential, aggregation is written by Hoopleheads for Hoopleheads.
Abnormal Returns
Hot Links: Dobbs, Rogers, Dimon & The Cloud
Stuff I’m Reading this Morning… Post of the Day: Is everyone investing by the seat of their pants? (AbnormalReturns) JPMorgan’s Dimon is “helping shape” what the new bank regulation will look like. (Forbes) Unfortunately for Dimon, the big banks are probably f@cked if Rep Kanjorski has his way. (Bloomberg) Paul Krugman bashes Fox Business. Can’t…
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: Bear-baiting & Billboards
Stuff I’m Reading this Morning… Is a new National Sales Tax coming? Econophile says yes, it’s inevitable. (ZeroHedge) Should Moody’s get the Arthur Anderson Treatment? (Newsweek) Great first line: “Yeah, so all that business about Roger Penske stepping in and rescuing clown car manufacturer Saturn? Not so much.” (LOLFed) Cramer‘s baiting the bears…
Abnormal Returns Sees Risky Business
We all know that no one puts together a daily links post like Tadas at Abnormal Returns, but this morning he did something that I though was exceptional – a compendium of evidentiary posts and articles that show how the “risk culture” has made a comeback: Just a year ago the Dow plunged 777 points in…
Dennis Kneale: A Cautionary Tale for the Mainstream Media
“Never pick a fight with someone who buys ink by the gigabyte.” -Joshua M Brown, September 2009 If you’re going to be on financial television, you’ve got to be one of two things: 1. An attractive, friendly personality with good interviewing skills or 2. Someone who has a good understanding of the issues and subject…
Hot Links: Jim Chanos, Steven Seagal & the Zombie ETFs
Stuff I’m Reading this Morning… Abnormal Returns covers the concept of Zombie ETFs…a new development for this industry. (AbnormalReturns) Ain’t no party like a RothCap party ’cause a RothCap party don’t stop. (NYP) Not all bailout CEOs are created equal: Benmosche (AIG) vs Pandit (Citi). (BreakoutPerformance) The league tables for inflation rates throughout history…cool. (InfectiousGreed)…
What Your Favorite Blogs Said at the Bottom
The S&P 500 and Dow Jones Industrial Average bottomed out at around 666 and 6500 respectively on Friday, March 6th of 2009. Just for fun, and because it’s been too hot to go outdoors, I thought I’d take a look back at what my favorite financial bloggers were talking about as we stared into the…
Hot Links: Ackman, Paulson, Samberg & Whole Foods
Stuff I’m Reading this Morning… William Ackman may finally be done bashing his pretty head against the brick wall that is Target. (Dealbreaker) Ezra Klein on what Whole Foods can teach us about healthcare. (WaPo) Bespoke breaks down hedge fund star John Paulson‘s most recent sector allocations. (BIG) And then Trader Mark discusses Paulson’s just-revealed…
