We’re playing that game again? Oh boy.
Trader Mark
Trader Mark Spots the Mark-Up Monday Trend
Some of my most profitable and interesting discoveries in the market have occured when I’ve taken a hunch or gut feeling and then backed that up with some actual fact-finding. My boy Trader Mark (Fund My Mutual Fund) just followed up on one of his suspicions concerning why it felt as though the market’s been…
The "Cute and Cuddly Grandpa from Omaha" has Fangs
I’ve read enough about and by Warren Buffett to be completely in awe of him. he remains, as Doug Kass calls him, The Mozart of Investing, cobbling together one masterpiece after another, always ahead of the curve. That said, my eyes were opened by some of my favorite bloggers this weekend, and I will probably…
Meriwether: 3 Times a Charm?
My pal Trader Mark posted the news that John Meriwether, aka the Master of Disaster, is launching a new investment vehicle. I’ll link over to that story in a moment, but if his name doesn’t ring a bell, Meriwether was the genius behind Long-Term Capital Management, a hedge fund with so much leverage and derivative exposure, it almost crushed…
Hot Links: McDonaldland
Stuff I’m Reading this Morning… A Fed official talks about the potential for aggressive interest rates hikes when necessary. (Bloomberg) Trader Mark on the Julian Robertson Armageddon interview. (FundMyMutualFund) Yes, Twitter is worth 74 kajillion dollars, haters. (NYP) Rumors of a Blackstone LBO for Sea World. Somebody warn Shamu! (LOLFed) Jesse is still agnostic on…
More Hot Links: Booms, Busts & Viking Treasure
More Hot Links for Weekend Reading… Trader Mark takes us back to what he was saying/ doing the week the market bottomed. (FundMyMutualFund) Unemployed in their 40’s and 50’s. (NYT) Big mistake: commercial fisherman who literally s%$& where they eat. (True/Slant) Killer chart: Rise and fall of the US Dollar, 1800 to 2009. (ZeroHedge) Robert…
Hot Links: Ackman, Paulson, Samberg & Whole Foods
Stuff I’m Reading this Morning… William Ackman may finally be done bashing his pretty head against the brick wall that is Target. (Dealbreaker) Ezra Klein on what Whole Foods can teach us about healthcare. (WaPo) Bespoke breaks down hedge fund star John Paulson‘s most recent sector allocations. (BIG) And then Trader Mark discusses Paulson’s just-revealed…
Breakfast Links: Trader Mark, Judd Apatow and the Cankle Epidemic
Stuff I’m Reading this Morning… The NYSE applies the old “Grandmother Rule” in it’s barring of a bad broker. (SEC Teaparty) Javier Bardem is out as the villain of the Wall Street sequel. Check out the comments section on Dealbreaker for some of the most hilarious replacement suggestions imaginable. (Dealbreaker) So far, a monstrous comeback…
