TheStreet.com

Gary Dvorchak's Look at 2010's Smartphone Wars

Gary Dvorchak did an excellent 2010 Year in Review piece on TheStreet.com this morning. That’s not a typo, he’s got the same type of imagination that I have and has put it to use in order to formulate a list of events that could take place in the coming year…

A Rational Objection to the Trader Tax from Eric Jackson

Traders around the country are erupting in furor over Jim Cramer’s unfortunate comments in support of the proposed Trader Tax.  Speaking on CNBC in his regular shoot-from-the-hip slot, Cramer basically said what amounted to “why not?” when asked about the Democrats’ backward idea to extract a percentage of every transaction on the markets. I read…

Doug Kass: 20 Signs Of How Bad The Economy Is

If you’re not reading Doug Kass on a regular basis, here’s one more reason why you should… This morning he posted his Letterman-style list 20 Signs Of How Bad The Economy Is over on RealMoney Silver.  You need a subscription to read it, so I’ll only share two or three of these: The economy is…

Today's Bucket of Cold Water, Courtesy of Bert Dohmen

Writing for TheStreet.com this morning, Bert Dohmen (The Wellington Letter), did as good a job as anyone else I’ve read at summing up the bear case and why many issues will come home to roost beginning this October: We see many headwinds for the stock market. When Congress is in session, the stock market has…

Hot Links: Wild Street

Stuff I’m Reading this Morning… Andrew Ross Sorkin: We ♥ Mergers.  (DealBook) Mr. Juggles translates Las Vegas Sands‘ conference call from corporatespeak to English.  (LongOrShortCap) Guess which pro athlete just nudged himself over the billion dollar mark in terms of career earnings?  (Forbes) Byron Wein’s making a comeback…sees the rally continuing.  (Bloomberg) 50 Common Mistakes…

Don Dion's 10 Most Dangerous ETF List

If you haven’t already, run on over to TheStreet.com to read Don Dion‘s first installment of the 10 Most Dangerous ETFs list.  In light of the over-abundance of these products and the fact that many of them have not raised nearly enough assets to justify their existence, now is a great time to bone up…

Hot Links: Megan Fox & The Siren Song of the Bears

Hot Links for Weekend Reading… David Merkel on ignoring the siren song of bearishness in a bull market.  (AlephBlog) The big BIG winners of 2009: Stocks that are up 400% plus:  (Bespoke) Bonus/ compensation discussions will be prominent at the G-20 meeting next week.  (Bloomberg) Peter Schiff: Letting Lehman go was one of the only…

Coming Soon To Institutional Sales/Trading: Discount Brokerage

You knew it was coming sooner or later.  I guess it’s coming sooner. From TheStreet.com: Goldman Sachs (GS) and other big securities dealers made bundles of money last quarter because they faced fewer competitors, but now BlackRock(BLK) is hoping to change that.  BlackRock, soon to be the world’s largest money manager, is working on a…

Giving Cramer Credit For His Citigroup Call

I know, I know…Cramer‘s picks underperform the market and Cramer’s hedge fund performance performance was all from IPO’s and Cramer makes out with Lenny Dykstra and blah blah blah. I don’t have time to do a whole Defending Cramer piece right now and I’m not interested in having this post turned into a warzone for…