You can put together as many lists of stocks and themes as you want, but overshadowing all of your investment theses will be the simple fact that in 2010 we’re going to see the End of the Easiness (apologies to Don Henley).
The Pragmatic Capitalist
More Hot Links: Jim Grant, David K. Levine & Raekwon the Chef
More Hot Links for Weekend Reading… Irrational Exuberance making a comeback in the rally? (NYT) Surprise! Jim Grant (Interest Rate Observer) is bullish. (InfectiousGreed) Saltwater vs Freshwater schools of macroeconomic thought, redux. (BronteCap) This weekend’s big story: The David K. Levine response to Krugman’s failure of economics piece. (HuffingtonPost) Survivor Bias as it relates to…
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: Buffett & The Bikers
Stuff I’m Reading this Morning… Whistleblower Harry Markopolos says Credit Default Swap fraud will top the Madoff ponzi. (Clusterstock) Warren Buffett‘s latest op-ed just went up, it’s called The Greenback Effect. (NYT) Don’t look up, private equity firms are about to drop some REIT IPO’s on us. Sold to you. (DealBook) Chinese pig farmers speculating…
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…
More Hot Links: Sarah Palin, Bill Gates & Comic Con 2009
More Hot Links for Weekend Reading… Revenge of the debtors…the revolt of the indebted begins. (NYT) A few ways to look at whether or not the market is cheap right now. (PragCap) So the Fed has set up an “Investor Advisory Council”, chances are you’re not invited. (Jesse’s Cafe Americain) The shorts are capitulating. (Bloomberg)…
Breakfast Links: Livermore, Gasparino & the 2nd Ave Subway
Stuff I’m Reading this Morning… Carney may be onto something re: Epstein‘s “Hedge Fund”. The next Ponzi? (Clusterstock) Thank heavens for Greenback’d, a monster list of every activist investor situation going on right now. (Greenback’d) NEXT Financial gets nailed…gotta supervise those OSJ branches, people. (BusinessWire) Charlie Gasparino has a secret un-admirer who thinks he went…
