Stuff I’m Reading this Morning (sorry for the late start, Daddy put down a few drinks last night)… Goldman Sachs takes a trip to China and comes back with their 10 fave oil plays. (PragCap) ENOUGH ALREADY WITH THE PATTERN SEEKING! I agree. (AbnormalReturns) The bank lobby seems to just make up statistics whenever they…
Hot Links
Hot Links: Perp Walks, Proud Bulls and the Skiing Robot
Stuff I’m Reading this Morning… Rockstar Raymond James strategist Jeff Saut is still bullish and proud of it. (PragCap) Say hello to Preet Bharara, the New Sheriff of Wall Street. (Clusterstock) Eddy Elfenbein: David Rosenberg is running away from his bad calls. (CrossingWallStreet) Bess opens the floodgates of speculation on which Hedgie will be doing…
Hot Links: Brazil's Tax, Heroin & the Upside Crash
Stuff I’m Reading this Morning… Dick Bove has a word of caution for those looking to become analysts. (Dealbreaker) Look out! Brazil is imposing a “foreign investor” tax. (Clusterstock) Lindzon’s calling this phase of the rally an “Upside Crash”. (HowardLindzon) The race to save Lehman: an excerpt from Sorkin’s new monster book. (NYT) Economists see…
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…
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: Stock Market MILFs
Hot Links for Weekend Reading… Carney calls ’em out: The Idiot-Maker Rally. (Clusterstock) The bears are running out of ammunition. (Morningstar) The 50 best jobs in America, as ranked by Payscale.com. (CNNMoney) Attention Traders – Here’s the only calendar you need for the coming week: (UpsideTrader) The way of the stoic, learning not to be…
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: The Ugliest Buildings in the World
Stuff I’m Reading this Morning… Market’s quiet ahead of earnings from Citigroup (pre-market) and Google (after the close). (Reuters) Bloomberg should’ve bought a blog network instead of BusinessWeek. (VixAndMore) Happy Dow 7537! Ya know, in real dollar terms. (ZeroHedge) What’s the investment climate like Down Under? My mate Trader Mark knows. (FundMyMutualFund) Wait til you…
Hot Links: The Egg Monster
Stuff I’m Reading this Morning… BIG STORY: JPMorgan crushes their earnings by 31 cents. Look out! (Bloomberg) A philosophical take on whether or not banks are good for society. (NakedCapitalism) Vanguard did a study on how much bond funds could drop when interest rates get raised, the losses could be gigantic. (SeekingAlpha) Which Wall Street…
Hot Links: Under the Microscope
Stuff I’m Reading this Morning… Passport Capital makes the case for the agriculture investment theme. (MarketFolly) The unsinkable Whitney Tilson on housing’s non-bottom. (TechTicker) Like the rich kid paying off bullies in school, Goldman is set to give a big charitable donation to deflect our attention from $23 billion in bonuses. Andrew Ross Sorkin has…
