August 2011
1 post
6 tags
What If Apple Used Their Cash To Buy T-Mobile Or... →
parislemon: A nice thought by former Apple executive Jean-Louis Gassée, but not gonna happen. Even if Apple was able to pass regulatory scrutiny for this (they’d argue that they’d still work with Verizon and AT&T and that Android is closer to a monopoly), such an undertaking would undoubtedly be a massive headache for Apple just from a logistics perspective.  Could they offer a better...
Aug 15th
59 notes
July 2011
3 posts
2 tags
Jul 17th
4 notes
Jul 15th
Jul 2nd
June 2011
1 post
3 tags
Jun 17th
May 2011
2 posts
1 tag
May 31st
ListenSnoring…
May 12th
WatchWatch
May 12th
May 12th
May 12th
“This post-credit collapse/asset-bubble burst cycle remains an enigma, and we...”
– Zero Hedge: Green Shoots Or Rose-Colored Glasses
May 9th
May 3rd
Calculated Risk: Bank Balance Sheet: Liquidity and... →
May 2nd
Calculated Risk: Bank Balance Sheet: Liquidity and... →
May 2nd
April 2009
37 posts
Calculated Risk: BofA CEO Lewis: Excerpts from... →
Apr 23rd
2 tags
WSJ: BofA CEO says was told to be quiet on Merrill
Bank of America Chief Executive Kenneth Lewis told the New York attorney general he believed former Treasury Secretary Henry Paulson and Fed Chairman Ben Bernanke wanted him to keep quiet about the worsening terms of the bank’s acquisition of Merrill Lynch Full article here
Apr 23rd
I ♥ TweetCompete, the world’s best competitive twittering thingy (http://tweetcompete.com)
Apr 22nd
Leading Economist Decries Power of Wall Street... →
Apr 21st
2 tags
WatchWatch
Around 3:50, Millhouse’s dad yells at Jim Cramer on Mad Money… LOL
Apr 21st
RGE - End of Economic Gloom? Not as Early as You... →
The second derivative doesn’t matter…
Apr 21st
trying out Tweetie for Mac.. http://www.atebits.com/tweetie-mac
Apr 21st
Zero Hedge: Bill Miller Correct: "Value" Funds... →
MUST READ!!
Apr 20th
2 tags
Apr 19th
1 tag
Apr 19th
2 tags
Apr 18th
http://twitpic.com/3idmt - My first Twitpic!!!
Apr 18th
The Market Ticker: Citigroup, GE and More
An excerpt below, full article here. Oh by the way, here’s another reason that Citigroup posted these numbers: “Citigroup posted a $2.5 billion gain because of an accounting change adopted in 2007. Under the rule, companies are allowed to record any declines in the market value of their own debt as an unrealized gain. The rule reflects the possibility that a company could buy back...
Apr 18th
Zero Hedge: Suiciding The Market →
Currently momo quants and marginal institutions and retail are buying, driving on fumes, and about to suicide the market
Apr 18th
Apr 18th
Apr 18th
Business Insider: Enjoying The Suckers' Rally?
Good article brought to my attention by my friend Greg… Historically, advances of the size we’ve observed have only “stuck” when the major indices had already advanced past their 200-day moving averages by the time stocks were about 20% off the lows. There’s a reason for that. During a true bottoming process, favorable market internals are typically “recruited” even as the...
Apr 17th
2 tags
Elizabeth Warren on John Stewart on TARP & PPIP
The Daily Show With Jon StewartM - Th 11p / 10cElizabeth Warren Pt. 1thedailyshow.com Daily Show Full EpisodesEconomic CrisisPolitical Humor The Daily Show With Jon StewartM - Th 11p / 10cElizabeth Warren Pt. 2thedailyshow.com Daily Show Full EpisodesEconomic CrisisPolitical Humor
Apr 17th
2 tags
Calculated Risk: Report: One-Third of REOs...
For those of you unfamiliar with REOs (real estate owned), these are generally foreclosed properties owned by the lenders… CR has a number of informative articles that you won’t find in the CNBC euphoria… “badly damaged foreclosed homes … are a much bigger element of the national housing picture than officials in Washington have acknowledged” Full article:...
Apr 17th
1 tag
Bank Stress Tests simply put...
Apr 17th
2 tags
Zero Hedge: David Tice Says S&P May Plunge 62% To... →
Apr 17th
i repeat… “there’s no ‘V’ in ‘Recovery’!!!”…
Apr 17th
2 tags
Zero Hedge: Even Wily Coyote hits the ground at...
Some notable points… link to full article here. 1. Whenever the S&P 500 slices to a new low, it’s time to cover shorts. Every new low in the past 18 months was met by a vigorous bounce, especially the last two. 2. Be wary of upward spasms where financials and consumer discretionary lead the way, because they typically go into these bear market rallies with the largest short positions....
Apr 16th
Apr 16th
3 tags
Liar Liar... JP Morgan...
J.P. Morgan Chase first-quarter profit falls 10% - MarketWatch The company said net revenue was a record $8.3 billion, rising $5.3 billion from the first quarter of the previous year. Dow futures climb pre-market… and the circus act continues…
Apr 16th
Goldman Sachs: Green This Morning, Hurricane...
Great article… definitely recommend a full read. Follow the link at the end of this post… Last night, Goldman Sachs (GS) announced its first-quarter earnings early, following Wells Fargo’s (WFC) early release last Thursday. From my perspective, corporations only accelerate positive earnings news under 2 conditions: a) There’s serious market doubt about the ongoing...
Apr 16th
1 tag
Apr 16th
2 tags
NYSE CEO says "real money" investors sat out March... →
More proof of quants & technical traders manipulating the market. GS probably led the pack in volume… “[NYSE CEO Duncan Niederauer] said the rally was driven by short-term traders trying to take advantage of high volatility and that he sensed that volumes were below the level that would indicate that investors had regained confidence in the fundamentals of the market.”
Apr 16th
1 tag
Calculated Risk: White House: US to release bank... →
“U.S. regulators are preparing a guide to explain to the public the bank stress tests and how to interpret the results, sources have told Reuters.” What a load of crap! Who needs a guide to read the test results? Complete sham! I think the gov’t’s current strategy is to keep delaying stress test results so the market will continue to hover due to uncertainty and lack of...
Apr 16th
3 tags
(WSJ) Citi Prolongs 'Squeeze,' and NYSE Isn't...
Looks like it is in fact a short squeeze that’s propping up Citi shares lately. Although down 1.75% to $3.94 per share in afterhours trading, I’m hoping Citi will continue to inch upwards through options expiry this Friday… I’d bet many hedge funds are breaking out the defribillator right about now if there’s still a faint pulse… ***CLEAR!*** From WSJ… ...
Apr 15th
1 tag
Apr 15th
3 tags
Apr 15th
2 tags
More links on Goldman's trade relationship with...
The market ticker: Goldman: Clarity? It Appears So! Market Watch: Analysts turn over the Goldman Sachs implications Bloomberg: Goldman Sachs’s Viniar ‘Mystified’ by Interest in AIG
Apr 14th
3 tags
Apr 14th
3 tags
U.S. Economy: Retail Sales, Producer Prices... →
“April 14 (Bloomberg) — Retail sales in the U.S. unexpectedly dropped in March for the first time in three months, raising concern the biggest part of the economy may falter once again heading into the second quarter. question: unexpected by whom? the accelerating unemployment didn’t set of any signals?
Apr 14th
3 tags
Zero Hedge: Goldman Releases Earnings Early, To... →
“EPS: $3.23/share due primarily to Fixed Income, Currency and Commodities which generated record quarterly net revenues of $6.56 billion, 34% higher than its previous record, more than double the first quarter of 2008, “reflecting strength across most businesses, including record results in interest rate products and commodities.” Wonder if GS’ AIG CDS unwind trades falls...
Apr 14th