Epicurean Dealmaker

Hot Links: Wasted!

Stuff I’m Reading this Morning… Greenbackd’s monthly list of stocks with activist positions.  (Greenbackd) I’m making this one the post of the day: All about compounding.  (InvestingCaffiene) Bill Ackman, David Einhorn and others share their best investing ideas.  (Clusterstock) Peter Maass has a new book out about the violent world of crude oil.  (USAToday) Bill…

Merrill Lynch, Apparently, Committed Suicide

Thanks to my pal The Epicurean Dealmaker‘s incredible Supermassive Black Hole post, I learned a great deal more about why some investment banks survived the credit meltdown and others didn’t.  My key takeaway from this must-read piece is that Merrill Lynch had a Death Wish. See that crazy-ass blue line really going for it through…

Hot Links: McDonaldland

Stuff I’m Reading this Morning… A Fed official talks about the potential for aggressive interest rates hikes when necessary.  (Bloomberg) Trader Mark on the Julian Robertson Armageddon interview.  (FundMyMutualFund) Yes, Twitter is worth 74 kajillion dollars, haters.  (NYP) Rumors of a Blackstone LBO for Sea World.  Somebody warn Shamu!  (LOLFed) Jesse is still agnostic on…

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: Pinning Down Roubini

Stuff I’m Reading this Morning… OMG, some my fave links of the month so far today! Blankfein to Goldman employees: “Please refrain from wearing your crowns outside of the office”.  (New Yorker) The recession is now screwing with the British pub business, time for us to get serious.  (USA Today) Just try pinning down Nouriel…

Hot Links: Ron Paul, Evan Newmark, Fixing CNBC & The Yellow Lobster

Hot Links for Weekend Reading… Let’s start off with Dealbreaker‘s call for submissions: What should the New York Stock Exchange’s tagline be?  The message board was hopping with funny stuff. The Epicurean Dealmaker posted a viscious takedown of former Goldman Sachs I-Banker turned WSJ columnist Evan Newmark and his recent musings on regulating Wall Street…

Hot Links: Jenna Lee, Madoff Secretary, Chrysler & Morgan Stanley

Hot Links for Weekend Reading Who was the luckiest financial blogger of the week?  My pal Stephen over at Wall Street Fighter visited with gorgeous and talented anchorwoman Jenna Lee of Fox Business for an interview, so you tell me! The investor class and all of institutional Wall Street was aghast at Obama‘s treatment of…