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…
Wal-Mart
Wal-Mart: Emerging Markets Investing Guru
I caught this in Barron’s today and thought it was a remarkably interesting story. Apparently, Wal-Mart (WMT) has a knack for picking emerging markets to open up shop in, as said markets tend to outperform countries that Wal-Mart skips. From Foreign Policy Magazine: When India’s first Wal-Mart opened this summer in Amritsar, the response was…
Hot Links: Meet Poe, the World's Tallest Horse
Stuff I’m Reading this Morning… Spanish Banks may be hiding their losses, what this means for world markets. (Bronte) The StockTwits guys teasing the boss. Funny. (HowardLindzon) Sick! Step 1 – add $8 billion in debt to Tribune, Step 2 – steer into bankruptcy, Step 3 – pay bonuses. (DealBook) Red miniskirts, white jackboots and…
Hot Links: UNG, AT&T and Wal-Mart People
Hot Links for Weekend Reading… Think bankers are in low regard now? In 16th century Holland, they were banned from the church and treated like pawnbrokers and brothel keepers. (CreditSlips) Happy bicentennial to Elbridge Gerry, the man who ran the dollar printing presses to pay for the Civil War. (NYT) Big PR problems for AT&T‘s…
The Yuppie Bounce
Go try to find an interview with virtually any sell-side analyst or money manager either in print or on financial television from this past February. Most told you to be completely out of stocks, understandably. The ones who did have the courage lack of choice and had to be recommending stocks in the media were…
Smart Balance: It's Like Buttah…Maybe
I’ll start by saying that this is not a post that contains any investment advice. I do not make specific recommendations or market calls to anyone through The Reformed Broker. In this piece, I’ll be discussing the merits of one small cap company that I consider to have a very interesting story. It could double…
