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…
Market Folly
Hot Links: Heir to the Throne
Stuff I’m Reading this Morning… BlackRock is bullish on US and emerging markets stocks. (DealBook) Go out and hug a bear today. (MusingsOfATrader) What’s George Soros up to these day with his positions? (MarketFolly) Peter Schiff under attack on MSNBC, Eddie calls BS. (CrossingWallStreet) Marc Faber on currencies, equities, commodities and India. (InvestmentPostcards) “Buying gold…
Hot Links: Deflation, Brazil & Too-Big-To-Fail Whales
More Hot Links for Weekend Reading… Pay Attention: Joseph Stiglitz and others see deflation and Bernanke keeping rates down to fight it. (Bloomberg) Mortgages for sports stadium season tickets…why not, at this point? (MarketFolly) “An Unmitigated Disaster” – Denninger on the real unemployment numbers. (MarketTicker) A look at Brazilian stocks after the Olympic bid victory…
Hot Links: Gartman, DeLong, Merkel & The Big Dogs
Stuff I’m Reading this Morning… On tap today: New home sales, consumer confidence, the Richmond Fed. The Fly is liking the refiners here. (iBankCoin) Commodities guru Dennis Gartman starting a new hedge fund. (MarketFolly) This is a non-story to me, but the Goldman trading huddles are now in the spotlight. (Clusterstock) Bernanke to get the…
What Your Favorite Blogs Said at the Bottom
The S&P 500 and Dow Jones Industrial Average bottomed out at around 666 and 6500 respectively on Friday, March 6th of 2009. Just for fun, and because it’s been too hot to go outdoors, I thought I’d take a look back at what my favorite financial bloggers were talking about as we stared into the…
Hot Links: Hedgies, Jeff Macke, Violence & Nathan's Hot Dogs
Hot Links for Weekend Reading… Does any blogger do a better job at keeping up with the latest moves and news from the hedge fund world than Market Folly? I doubt it. Check out MF’s roundup this week of the latest on Soros, Och Ziff, the Black Swan guy, Greenlight’s Einhorn and more. (Market Folly)…
