Stuff I’m Reading this Morning… US Dollar strengthening while Greece deteriorates. (Bloomberg) Gregor‘s take on the Exxon – XTO deal. (GregorMacdonald) EPIC: Carl Icahn vs Donald Trump for casino control. (DealBook) Surprise, surprise: Merrill is bullish on stocks for 2010. (PragCap) Mexico bonds downgraded, just above junk status. ¡Viva La Credit! (LATimes) “We Need New…
Hot Links
Hot Links: Peregrines Back on Top
Stuff I’m Reading this Morning… Abu Dhabi steps in with a $10 bil Dubai bailout, stocks rally around the world. (Bloomberg) The latest from Tall Paul Volcker, who’s come out of his shell finally. (TBP) Roubini sees the next bubble in the “barbarous metal” that is gold. (Clusterstock) and (LOLFed) 10 Investment Themes for 2010. …
Hot Links: Berlusconi Punched, S&P Rejiggered, Drug Loot Bailed Out Banks
Stuff I’m Reading on Sunday Afternoon… Frank Rich: The George Clooney layoff movie (Up In The Air) is the perfect coda for a dark year. (NYT) Italian PM Berlusconi punched in the face like ten seconds ago by a protester. (Guardian) Big money in old skool kicks. The ’85 Air Jordans are worth thousands. (Forbes)…
Lunch Links: JPMorgan's 2010 Target & Obama's Big Sellout
ALERT: Rolling Stone has actually published a negative article on Obama! Taibbi‘s takedown (Obama’s Big Sellout) is the big story of the day. (RollingStone) JPMorgan‘s S&P 500 target and outlook for 2010. (MarketBeat) Takeaways from Fortune’s stock roundtable, with Ritholtz, Trennert etc. (FundMyMutualFund) Brazil stocks on fire, 18 month high today. (Bloomberg) There almost wasn’t…
Hot Links: Top China Myths, Top Stocks for 2010, Top Fails of 2009
Stuff I’m Reading this Morning… FINALLY! Bess Levin meets Steve Cohen! The prophecy has been fulfilled. (Dealbreaker) Top Ten China Myths of 2009. (NewYorker) Twas The Night Before Earnings… (SharonMerrillAssociates) Raymond James‘ global research team picks the Best Stocks for 2010. (MarketFolly) Another blogger gets the call: Congrats to Mike at Rortybomb on his new…
Hot Links: Emerging from Exile
Stuff I’m Reading… Volcker to bankers: Your biggest contribution over the last 25 years is the ATM machine. LOL. (NakedCapitalism) BofA/ Merrill Lynch: 10 Themes for 2010 (emerging market consumer, alternative yield etc). (MarketFolly) Dick Fuld emerging from exile with a plan to help out small business owners in need of funds. (NYP) Goldman‘s big…
Hot Links: Tiger's 99 Problems
from We Love Data Vis Stuff I’m Reading this Morning… The gold correction that began last week seems to be continuing. (MarketBeat) Credit Suisse joins Morgan Stanley in predicting a sucky 2010 for stocks. (PragCap) An epic list of big commercial real estate projects that look to be the “next shoes to drop”. (ZeroHedge) Treasury…
Hot Links: The Pot and the Kettle
Hot Links for Sunday Night Reading…
Hot Links: Dubai, Google & Top Trades for 2010
Stuff I’m Reading this Morning… The true story of Dubai’s insane construction boom. (WSJ) Goldman‘s 7 top trades for 2010. (PragCap) New stimulus plans may include government-subsidized kitten ownership. Brilliant! (NakedCapitalism) Bank of America: the largest securities offering since 2000 at $19 billion. (Bloomberg) Senator Bunning abuses Bernanke, calls him a creature of some sort. …
Hot Links: In The Bunker
Stuff I’m Reading this Morning… The SEC hedge fund probe is going deeper. (DealBook) Classic Crudele: What Bernanke should answer for in his hearing today. (NYP) I’m making this one the post of the day: Carl Icahn talks activist investing with Robert Shiller‘s financial markets class at Yale. (Greenbackd) Get yourself up to speed and…
