George Soros

A Contrarian Conundrum…and Some Quotations

Who is the real contrarian these days? The Bears, who are dead right about how bad the economy is or the Bulls who are dead right for being long virtually every asset class, the riskier the better?  Perhaps the true contrarian is neutral right now, refusing to play either the economic weakness or the markets’…

Hot Links: The Creepiest Places on Earth

Stuff I’m Reading this Morning… Overseas markets sell off over US consumer confidence fears (they’re worried we’ll stop buying their crap).  (Bloomberg) George Soros on the markets and which hard assets stocks he’s buying.  (PragCap) Remember the DC Sniper?  Sayonara motherf%$#er.  (NYP) The Fly on CNBC‘s traffic…and his own.  (iBankCoin) Todd Harrison talks about the…

Hot Links: No Balloon Boy Coverage Here

Stuff I’m Reading this Morning… The dollar is not weak where it counts – in China.  (FloydNorris) The big BIG stock winners of 2009.  (TheFly) Morgan Stanley: according to the Debt-Equity Clock it’s time to own stocks.  (PragCap) Rolfe caught George Soros and Stephen Roach at The Economist conference, here are their thoughts:  (Reuters) I…

Hot Links: Heir to the Throne

Stuff I’m Reading this Morning… BlackRock is bullish on US and emerging markets stocks.  (DealBook) Go out and hug a bear today.  (MusingsOfATrader) What’s George Soros up to these day with his positions?  (MarketFolly) Peter Schiff under attack on MSNBC, Eddie calls BS.  (CrossingWallStreet) Marc Faber on currencies, equities, commodities and India.  (InvestmentPostcards) “Buying gold…

Hot Links: Hedgies, Jeff Macke, Violence & Nathan's Hot Dogs

Hot Links for Weekend Reading… Does any blogger do a better job at keeping up with the latest moves and news from the hedge fund world than Market Folly?  I doubt it.  Check out MF’s roundup this week of the latest on Soros, Och Ziff, the Black Swan guy, Greenlight’s Einhorn and more.  (Market Folly)…