Hot Links

Hot Links: Nat Gas, Mark Mobius & the NY Yankees

Stuff I’m Reading this Morning… Greenback’d posted the July mega-list of activist investor situations.  Awesome.  (Greenback’d) Piker gamblers hurting the casino business.  (WSJ) Taobao.com is a monster of e-commerce in China.  (NYT) Community newspapers doing ok, small is beautiful.  (AP via YahooFinance) The 3 stages of a bear market illustrated.  (InvestmentPostcards) My boy Todd Sullivan…

Hot Links: Ben Stein, The Link Economy & Johnny Appleseed

Hot Links for Weekend Reading… JPMorgan updates it’s outlook and strategy for stocks, oil, bonds and currencies.  (PragCap) I don’t know what the better aspect of this link is, Ben Stein‘s being fired by the NYT or Equity Private‘s writing, which is brilliant.  Click either way and read the post.  (Dealbreaker) Blogger Felix Salmon breaks…

Breakfast Links: Dr Tatoff, Richard Russell and Dayton

Stuff I’m Reading this Morning… Barry Ritholtz on why CNBC has very little control over it’s own ratings.  (TBP) California’s tatoo removal chain Dr Tatoff could be a hot IPO.  (DealBook) Joseph Stiglitz wants to keep shoveling the stimulus.  (EconomistsView) Forbes sees a glimmer of hope in Dayton, Ohio – a city they recently counted…

Breakfast Links: Trump, Steinhardt & Sesame Street

Stuff I’m Reading this Morning… Paul Kedrosky found a good interview with trading legend Michael Steinhardt.  (InfectiousGreed) Floyd Norris calls Trump‘s ability to raise more casino money the ultimate green shoot.  (NYT) CTFC Chairman talks about limiting investment funds within energy markets.  (DealBook) Another brilliant set of thoughts on the current market from David Merkel. …

Breakfast Links: Heidi Moore, Bill Clinton & Runpee.com

Stuff I’m Reading this Morning… Heidi Moore get’s her head handed to her by Matt Taibbi after her silly Goldman Defense…(TrueSlant) Is Taibbi’s next conquest Charlie Gasparino and CNBC?  On Imus Radio?  (Clusterstock) Mike Konczal on unemployment insurance, great post.  (Rortybomb) Finally, an interesting stimulus handout:  Advanced batteries for cars.  (WSJ) Bill Clinton is STILL…

More Hot Links: Deflation, Trading & the LEAF

More Hot Links for Weekend Reading… Tadas frames the High Frequency Trading debate in Life (and trading) is Unfair.  Great post.  (Abnormal Returns) Pimco positioning for the Fed not raising rates until 2011!  Clearly, McCulley‘s in the Deflationista camp.  (Bloomberg) Scariest thing you’ll read all day:  1.5 million Americans running out of time on their…

Hot Links: The Pentatonic Scale

[vodpod id=Groupvideo.3090598&w=425&h=350&fv=] Hot Links for Weekend Reading… Jefferson County, Alabama: the brokest county in all the land.  (NYT) Barry Ritholtz does a killer guest post for Prieur‘s site discussing the analysts.  (Investment Postcards) China’s governments create a bottom in commercial real estate by intervention.  (FT) Speaking of China, Karabell looks at why their stimulus is…

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: IPO's, Cramer & the B of A Tower

Stuff I’m Reading this Morning… First, I want to wish a happy 4th birthday to Long or Short Capital‘s site…these guys are great, start reading.  (LongOrShort) 4 IPO’s scheduled for August.  I forgot, what’s an IPO, again?  (DealBook) How many NYC restaurants have gone under this year?  Not that many, considering…  (Grub Street) Straight up…

Breakfast Links: Housing Bottoms, Car Wars & Pigs in the Hamptons

Stuff I’m Reading this Morning… Major firm strategists move around their year-end S&P 500 targets, as if anyone cares what they think anymore.  (BIG) I agree with this one, farewell Geneva asset management biz…do some actual work.  (Minyanville) Bank failures accelerating.  (TBP) Ezra Klein on the new Menu Labeling trend.  (WaPo) Henry Blodget explains the…