Why has so little of the so-called stimulus money been spent?
Barron’s
Hot Links: Global Currency, Super Bowl Ads & The Big Zero Decade
Hot Links for Morning Reading…
Commodity Plays: The Search For What Hasn't Moved Yet
Crunch time for portfolio managers. I read in Barron’s this weekend that the average US stock mutual fund manager is about 5% ahead of the S&P 500 this year, according to Lipper. OK, but it’s the below-average performing PM that really needs the juice right about now, with 10 weeks or so left to make…
More Hot Links: Andrew Hall, Modern Myths & Bank Thievery
More Hot Links for Weekend Reading… Get ’em, Howard! Man’s attempt to teach his children to save foiled by Bank of America thievery. (HowardLindzon) Roundup of economists’ quotes from the Buttonwood Conference. (TBP) Michael Santoli takes on Five Modern Myths that are widely-accepted on The Street right now. (Barrons) Yves Smith follows up on the…
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…
I Have a Dream…About Financial Media
Much has been made recently about the distinction between financial bloggers and mainstream media journalists and whether or not there should even be one. I hope that one day, we are all judged by the quality of our insight and integrity, rather than by our majors in college. With the deepest respect for the words…
Don't Get Too Excited About Tech Just Yet
With the Nasdaq up over 22% year-to-date and many tech stocks on the receiving end of big upgrades recently (Goldman practically proposed to Google this past week with their endorsement), many investors have begun digging in the crates for some of their old favorite tech stories again. Eric Savitz‘s Technology Trader column in Barron’s today…
Hot Links: Dentists, Wheat Crops & the E*Trade Baby
Stuff I’m Reading this Morning… World Index down 1.5% as of mid-day trading in London…does the pullback start today? (Bloomberg) Dentists feeling the pain of recession as people stop taking care of their teeth. (Knowledge@Wharton) Stepchild E*Trade being used as fodder for Citadel‘s high frequency trading ops, Ken Griffin adopting that cute baby from the…
More Hot Links: Bernie, Ben & Frederick
More Hot Links for Weekend Reading… Nobody holds onto stocks anymore on the NYSE. (Clusterstock) Barron’s reporter Erin Arvedlund blew the whistle on Bernie in 2001, here’s an excerpt from her upcoming book: (Barron’s) In case you missed SKF’s E! True Hollywood Story, here it is reposted on Wall St Cheat Sheet: (WallStCheatSheet) Ritholtz won’t…
Breakfast Links: Meatbags & the Cheese Purse
Stuff I’m Reading this Morning… Are you ready for the torrent of earnings as 143 of the S&P 500 companies report this week? Here’s a preview: (TheStreet.com) Dissecting Joseph Stiglitz, this era’s “rockstar” economist. (Economist’s View) Pimco and a group of bondholders bail out CIT. Yay, I think… (Reuters) The battle for White House influence…
