Frontrunning: January 22
ECB to decide on bond-buying plan to revive euro zone (Reuters)Draghi Is Pushing Boundaries of Euro Region with QE Program (BBG)Investors Wonder Whether ECB Will Do Enough (WSJ)Treasuries Drop With...
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"Stocks Have Gone Up Due To The Fed" Carl Icahn Warns "It Will Come Home To...
In an awkwardly uncomfortable non-cheerleadery few minutes on CNBC this morning, he-who-must-be-listened-to (when he is buying stuff and not selling it) - Carl Icahn - dropped a few truth bombs on an...
View ArticleFrontrunning: January 23
Saudi Arabia’s New King Probably Will Not Change Current Oil Policy (BBG)Saudi King’s Death Clouds Already Tense Relationship With U.S. (WSJ)Oil Pares Gains as New Saudi King Says Policies Stable...
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Meet The Extreme Super Rich: A List Of The 80 People Who Own As Much As The...
Submitted by Mike Krieger via Liberty Blitzkrieg blog,Before I get into the meat of this post, I want to make it clear that the definition of oligarch, a term I use a lot, does not center solely around...
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Apple's Record Market Cap In FX, Inflation-Adjusted Context
To everyone who says AAPLs upside from here may be limited due to the law of large numbers or some such (as if the NSA will ever stop handing out free "student loans"to make sure it has voluntary tabs...
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Stocks Finish Flat As Selling Scramble Becomes Buying Bonanza, Crude Slides
BTFD You F##king Idiot!! Quite a day...Absolutely no news from Europe - no positive steps at all (which means only Tsipras hard line against Germany's wall) left Greek stocks/bonds smashed lower... But...
View ArticleFrontrunning: March 3
3 days after Zero Hedge, here's Bloomberg: Company Cash Bathes Stocks as Monthly Buybacks Set Record (BBG)Israel's Netanyahu to address Congress in speech that has strained ties with Obama (Reuters),...
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Bill Ackman Faces FBI Probe Over Possible Herbalife Stock Manipulation
Herbalife stock is up over 5% after hours after WSJ reportsBill Ackman (among others) made false statement about Herbalife's business models to regulators - in order to spur investigations into the...
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Hedge Fund Manager Fears "Sudden, Pervasive Loss Of Faith" In Markets; Says...
First it was Sam Zell, warning"it's very likely that something has to give here." Then George Soros upped his market hedge drastically, followed by Carl Icahn's "worry about excessive money printing,"...
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Buffett Loses A Bet, Fails To Pay... Again
On a day full of exultation for The Oracle of Omaha, we could not help but see the irony of Warren Buffett losing yet another bet and not paying up...The two richest men in the world face off. Buffett...
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Junk Bonds "Even More Dangerous" Than Stocks, Icahn Says
Early last month we asked: "Is The Stage Set For A High Yield Meltdown?" As a reminder, here is how we summarized prevailing HY market conditions: Periods of QE in the US saw US HY supply surge 50%...
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In The New Paranormal, Junk Bonds Are A "Haven Asset"
"What's even more dangerous than the actual stock market is the high yield market,” Carl Icahn (who is perhaps talking his book) recently warned, before saying he “feels sorry” for all of those...
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Carl Icahn Would Like Tim Cook To Buyback Some More Of His AAPL Shares
Here is the only part that matters in the latest massive, 2000+ word letter Carl Icahn just "sent" to AAPL CEO Tim Cook, in which he advocates an AAPL stock price of $240/share or over $1.3 trillion,...
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This Is What A $240/Share AAPL Would Look Like In Context
If Carl Icahn, whose $6.8 billion in AAPL holdings makes him nearly a 6x bigger holder of the stock than the Swiss National Bank, is correct and AAPL is truly worth $240/share today, or about $1.4...
View ArticleFrontrunning: May 19
China’s Record Capital Outflows Spark Financial Stability Fears (FT)U.K. Inflation Falls Below Zero for First Time Since 1960 (BBG)Islamic State Solidifies Foothold in Libya to Expand Reach (WSJ)Judge...
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The Caitlyn Jenner Rally Clipped - Now You See It, Now You Don't
Why did the market go up? The same reason Bruce Jenner is now a woman... why not? (oh and Media Coverage)The USDollar Index perhaps shows today's market events best...0700ET Early rumors of an imminent...
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Carl Icahn Is "Extremely Worried" About Stocks, Warns "It's Not If, But When...
"This market has a lot to be concerned about," warns Carl Icahn in an interview with FOX Business Network's Trish Regan, slamming Fed policy, "by keeping interest rates this low you are creating...
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F.T.W.S.I.J.D.G.I.G.T.
Submitted by Mark St.Cyr,(For Those Who Say I Just Don't Get It... Get This!)For those who’ve been with me for a while you know the FTWSIJDGIGT section came into being when things I was being...
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Who Just Dumped Over $100 Million Of AAPL?
Flash Crash? AAPL shares cracked lower on a huge sell order (of over $100 million) then rapidly recovered on de minimus volume... did Carl Icahn start dumping? So where was all the activity in AAPL...
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Carl Icahn: Donald Trump Is Completely Correct That "We Are In A Bubble Like...
Yesterday during an interview on MSNBC, presidential candidate Donald Trump said he has some big names in mind for the Treasury secretary if he wins the White House. "I'd like guys like Jack Welch. I...
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