Eight Areas With Potential To Hold Big Opportunity For The Coming Decade
Goldman Sachs
Apologies… (in which TRB says he's sorry to those he wrongly lashed out at this year)
Like most bloggers, I have a big fat mouth and sometimes it opens before the brain it’s attached to can complete the necessary processes. UNLIKE most bloggers, however, I’m not afraid to admit when I’ve spoken in error and I am certainly no stranger to making apologies. Get ready for a little contrition, as there…
A Roundup of Crude Oil Predictions and Targets
Remember when the producers of Diff’rent Strokes decided that Arnold wasn’t cute enough anymore so they brought on the quintessential red-headed stepchild, Sam, to ratchet up the adorable factor? Gary Coleman probably felt a lot like Crude Oil feels now that Gold has replaced it as the commodity speculators’ darling. Anyway, let’s take a look…
Analysts Weigh in on Bank of America Following TARP Repayment Announcement
Matt Phillips over at WSJ MarketBeat just posted some analyst takeaways from Bank of America’s TARP repayment announcement. Here’s Goldman’s take (they are bullish on BAC): Goldman Sachs: “BAC’s share count is now “set” at around 10 billion shares which should have a positive impact on the market implied discount rate (which we estimate at…
Hot Links: The New King of Wall Street
Stuff I’m Reading this Morning… Ending second worst decade for US stocks in history, The Dow has lost 9.2% over the last 10 years. (Bespoke) No stranger to scandal himself, Larry Kudlow has some advice for Tiger Woods. (CNBC) BlackRock passes $3.2 trillion in assets, CEO Larry Fink is the new King of Wall Street. …
The Biggest Market Call of the Decade
Yes, I’m about to give props to Goldman. Deal with it. The single biggest, most profitable market call of the last decade was made in 2001 by economist Jim O’Neill, then working at none other than Goldman Sachs. The call was made in Global Economics Paper #66 aka “Building Better Global Economic BRICs” and it…
Hot Links: Jeff Saut, Felix Salmon & the Coffee Wars
Stuff I’m Reading this Morning… Goldman Sachs on how to trade the end of the year. (PragCap) The coffee wars have begun. (CrossingWallStreet) Does Felix Salmon own the internet? Have you registered with him yet? (MoneyIsTheWay) India is not finished with its IMF gold purchases. (ZeroHedge) Jeff Saut on what “performance chasing” means to the…
Correcting the Rest of the "Headline Readers" on Goldman Sachs
There’s a pet name I’ve privately assigned to many of the bloggers out there who are so obsessed with covering every story that they barely read actual articles anymore. It’s “Headline Readers“. You know who they are and so do they, so we’ll leave it at that. Now that the government has just released its…
Hot Links: Shangri-La Found?
Stuff I’m Reading this Morning… Templeton’s Mark Mobius sees another 40% gain for the BRIC nations. (Bloomberg) What Are The Best Hedge Funds Buying? Including John Paulson, Steve Cohen, Steve Mandel. (PragCap) The emperors drop some crumbs: Goldman and Buffett‘s plan to help small businesses. (Barron’s) 10 Most Annoying Things About This Recession. (TheDisciplinedInvestor) What’s…
The "Cute and Cuddly Grandpa from Omaha" has Fangs
I’ve read enough about and by Warren Buffett to be completely in awe of him. he remains, as Doug Kass calls him, The Mozart of Investing, cobbling together one masterpiece after another, always ahead of the curve. That said, my eyes were opened by some of my favorite bloggers this weekend, and I will probably…
