Stuff I’m Reading this Morning… Gold at a new high overnight, silver screaming, etc. (WSJ) Hedge Fund biggies like John Paulson and David Tepper snatching up Citigroup shares. (DealBook) Howard Lindzon on which companies are thriving in the New NASDAQ. (HowardLindzon) 10 Things Your Local News Won’t Tell You. (SmartMoney) Ritholtz and Kedrosky: Charting the…
Hot Links
Hot Links: Faber on Cramer, Kwak on Dimon & My Parents Were Awesome
Hot Links for Weekend Reading… Note To Jamie Dimon: Repeating Something Doesn’t Make it True – Kwak dismantles Big Bank Benefit Op-Ed. (BaselineScenario) Corporate board rules under the new Dodd finance reform bill. Important read for investors. (TBP) Two Madoff IT geeks arrested. I say Hang ’em High, he couldn’t have done it without them. …
Hot Links: Dobbs, Rogers, Dimon & The Cloud
Stuff I’m Reading this Morning… Post of the Day: Is everyone investing by the seat of their pants? (AbnormalReturns) JPMorgan’s Dimon is “helping shape” what the new bank regulation will look like. (Forbes) Unfortunately for Dimon, the big banks are probably f@cked if Rep Kanjorski has his way. (Bloomberg) Paul Krugman bashes Fox Business. Can’t…
Hot Links: Respect The Geek Laws
Stuff I’m Reading this Morning… Monster industrial data and equipment orders for China and Japan, stocks, commodities higher overnight. (Bloomberg) Perfect: Under siege, Bernanke getting political and “nurturing ties” with lawmakers. (NYT) The US needs a Manhattan Project for oil. Here’s a great plan: (MarketSense) Morgan Stanley‘s 9 best stock ideas. (PragCap) I can’t believe…
Hot Links: Bad Hair Day
Stuff I’m Reading this Morning… STOP! Don’t cash out your 401(k) before reading this from Karl Denninger. (Market-Ticker) Here’s a great list of the basic books that all value investors should read. (ValuePlays) Cali has company: New York State is running out of cash. (InvestingContrarian) Frankly, America, Wall Street Really Doesn’t Give a Damn. (NYP)…
Hot Links: The Droids We're Looking For
Stuff I’m Reading this Morning… Bubble Up! G-20 stimulus doing it’s thang…everything up overnight. (Bloomberg) NBC and Comcast sittin’ in a tree, K.I.S.S.I.N.G. (NYT) Rupert Murdoch versus The Internet. Good luck, guy. (BoingBoing) Wells Fargo: Escape from the TARP. (DealBook) Germany celebrates a Wall-less 20 years. (WSJ) Wilbur Ross on the next disaster: Commercial RE. …
Hot Links: Thousand and One Words
Hot Links for Weekend Reading… An important piece: Ludwig Von Mises (Austrian Economist) gets a profile in the Wall Street Journal. (WSJ) This one’s clickbait but I don’t care, it’s awesome: The 25 Laziest Cities in America. (Clusterstock) The Fly has had enough, other internet finance guys beware (perhaps myself as well?). (iBankCoin) A cool…
Hot Links: Cheetos Chapstick and Other Oddities
Stuff I’m Reading this Morning… The mutual funds that benefitted most from Buffett‘s BNI buyout. (Morningstar) Denninger’s on the money with this Fannie Mae business. Despicable. (Market-Ticker) Jr. Deputy Accountant agrees, calling the GSE’s the world’s largest slumlords. (JrDepAcct) Its now the reflation trade, not the recovery trade. (PragCap) Who’s Who of the insider trading…
Hot Links: Super-Regulators & The Simpsons
Stuff I’m Reading this Morning… Stocks fall ahead of Bank of England, EU rate decisions. (Bloomberg) European banks join the Robber Baron train, remember how to make money again. (NYT) My fave post of the day: The inside scoop on the guys who got it right. (DailyIntel) Not just the dollar, gold prices are surging…
Hot Links: Old Guitar Heroes
Stuff I’m Reading this Morning… No bubble: Jim Rogers disagrees with Roubini on gold and emerging markets. (Bloomberg) Morgan Stanley’s after the bell downgrade of Intel, Semis. (YahooFinance) Jim Chanos: We’ve learned nothing from the credit crunch. (Clusterstock) BetOnSports.com founder sentenced to 51 months in prison. (Reuters) The possible effects of Brazil’s new foreign investor tax. …
