Frontrunning: September 10
Obama Shrinking Second-Term Hastened by Syria Opposition (BBG)Obama says Russian proposal on Syria a potential 'breakthrough' (Reuters)Poll Finds Support Fading for Syria Attack (WSJ)France to...
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AAPL Plunges To Pre-Carl Icahn Levels: More iBonds Time?
Plastic phones, a gold cover, and no China Mobile deal seems to have disappointed more than a few AAPL investors this morning. Downgrades are a plenty but we await confirmation from Carl Icahn's...
View ArticleFrontrunning: September 12
Syrian Rebels Hurt by Delay (WSJ), U.S. seeks quick proof Syria ready to abandon chemical weapons (Reuters)Lavrov Brings Acerbic Pragmatism to Syria Meet With Kerry (BBG)Five years after Lehman, risk...
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Jefferies' Epic Plunge In Bond Trading Revenues Shows Not All Is Well
The aspirational bulge bracket firm that is best known for issuing and trading $200 million or thereabouts-sized HY bonds, hiring all recently terminated UBS bankers, and writing highly confident...
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Carl iCahn Is Long Ben Bernanke
While the twitter world desperately awaits the outcome of Carl iCahn's infamous dinner with Tim Cook (less than 1 week left in September), the billionaire has just proclaimed his latest long: Ben...
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SmartKnowledgeU Exclusive Interview with World Bank Whistleblower Karen...
I present to you Part Two of our exclusive interview with World Bank Whistleblower Karen Hudes in which I discuss with Ms. Hudes the need to end an immoral fractional reserve banking system that...
View ArticleAre the Bells Ringing At the Top This Time Around?
It’s often argued that they don’t a bell at the top. I would argue that we numerous bells ringing in the financial markets today. Carl Icahn wants Apple to leverage up to boost returns to...
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Carl Icahn Covers 3 Million NFLX Shares On 457% Gain
Just as we wondered earlier in the day...Has Icahn tweeted an update on his NFLX position yet?— zerohedge (@zerohedge) October 22, 2013 Sold block of NFLX today. Wish to thank Reed Hastings, Ted...
View ArticleFrontrunning: October 23
Top China Banks Triple Debt Write-Offs as Defaults Loom (BBG)PBOC suspends open market operations again (Global Times)Eurozone bank shares fall after ECB outlines health check plan (FT)O-Care falling...
View ArticleCarl iCahn Tweets "New Letter" Sent To Apple's Tim Cook
Given the carnage that ensued in NFLX yesterday, we suspect the following tweet: Just sent a letter to Tim Cook. Full letter will be disclosed on my website, the Shareholders’ Square Table, which will...
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Did The Fed Just Begin To "Pop" The Credit Bubble?
When Jeremy Stein warned in February of "froth" in the credit markets, it was much discussed but little action'ed. However, today we start to see some actions:*FED SAID TO ISSUE WARNING ON LAX...
View ArticleFrontrunning: October 25
Contractors describe scant pre-launch testing of U.S. healthcare site (Reuters)Carney Says BOE Revamp Offers Wider Access to Cheaper Funds (BBG)Help wanted in Fukushima: Low pay, high risks and...
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LBO Multiples: The Latest Credit Bubble 2.0 Record
This week marked what we suspect will become an important inflection point when the world looks back at this debacle of a bubble. The Fed, having already warned in January of 'froth' in credit markets...
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Carl Icahn Pimpco Slaps Bill Gross As Billionaire Tweet-fight Escalates
A week ago, completely out of the blue, Bill Gross took a swipe at Carl Icahn, tweeting "Icahn should leave #Apple alone & spend more time like Bill Gates. If #Icahn’s so smart, use it to help...
View ArticleBill Gross: "All Risk Asset Prices Artificially High"
First it was JPMorgan, now it is PIMCO's turn.Gross: All risk asset prices artificially high. When won’t they be? When they don’t produce growth in real economy. Is 2% GDP enough?— PIMCO (@PIMCO)...
View ArticleFrontrunning: November 11
Philippines Left Reeling in Wake of Storm (WSJ)Khamenei controls massive financial empire built on property seizures (RTRS)Race to Bottom Resumes as Central Bankers Ease Anew (BBG)U.S. Postal Service...
View ArticleFrontrunning: November 12
China Pledges Greater Role for Market in Economy (WSJ), China vows 'decisive' role for markets, results by 2020 (Reuters)China expected to cut growth target to 7% (FT)World Trade Center Tower Debuts in...
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Icahn Pours Cold Water On Stocks, Says "Market Could Easily Have A Big Drop"
Carl Icahn, who is currently speaking at the Reuters Global Investment Outlook Summit, just poured cold water over the Fed's 16,000 DJIA EOD price target.ICAHN: ‘VERY CAUTIOUS ON EQUITIES, MARKET COULD...
View ArticleCarl Icahn's "Personal Views" About The Market
As written by Carl Icahn on the Shareholders' Square TablePersonal Views Concerning Media Reports On My Remarks re Markets and APPL from Reuters SummitReuters was completely accurate that I am...
View ArticleSecond Try At 16000, 1800 And 4000... Just Keep Icahn Away From Twitter
It is time for the centrally-planned markets to "try" for the round number trifecta of 16000, 1800 and 4000 again, although it may be a tad more difficult on a day in which there is no double POMO and...
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