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Step Aside Carl Icahn, It's Time For Larry Fink's Dose Of Cold Water
Yesterday it was Carl Icahn explaining some uncomfortable truths to the mainstream media (who rapidly turned their cognitively dissonant backs on his status quo defying statements). Today, it is...
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It's Bullard's Turn To Pour Cold Water On Stock Ramp, Says December Taper...
First it was Carl Icahn, then Larry Fink, and now it is Fed "bellwether" Bullard who take the ECB's NIRP and doubles down with a "Taper"... and NIRPBULLARD SAYS THINGS ARE LOOKING BETTERBULLARD SAYS...
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Carl Icahn Lambasts Ackman's "Rantings Of A Sore Loser"
We earlier discussed Bill Ackman's lengthy interview on Bloomberg TV during which he faced up to the $500 million losses (more now) from his Herbalife position, and that it is "not a trade" for him but...
View ArticleFrontrunning: November 27
Winter storm lashes eastern U.S., threatens Thanksgiving travel (Reuters)Fed Reveals New Concerns About Long-Term U.S. Slowdown (BBG)Private equity keeps $789bn of powder dry (FT) - because they are...
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Herbalife Spikes To Record High On Bass Bullishness And Icahn's "No Sale"
Following Kyle Bass' earlier comments on Herbalife's ability to tap the capital markets for a major buyback:HERBALIFE WILL BE ABLE TO BORROW AS MUCH AS $2B, BASS SAYSYOUTH UNEMPLOYMENT MIGHT ENCOURAGE...
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In Hilarious Twist Herbalife Strikes Back At Bill Ackman, Tells His Investors...
It would be tragic if it wasn't so hilarious. Nearly a year after we first suggested that Herbalife is the long of 2013, as a result of the epic short squeeze potential resulting from the Ackman...
View ArticleFrontrunning: December 10
U.S. set to adopt Volcker rule to curb bank trading gambles (Reuters) After vote, lawsuits likely next hurdle for Volcker rule (Reuters)U.S. Congress budget talks could produce Tuesday deal, aides say...
View ArticleWhy The US Capex Drought Will Continue: Archer Daniels' CEO Explains
As we predicted in April of 2012, the most important pillar of a self-sustaining, "virtuous" US recovery - investment in future growth through capital spending - has been missing and will be missing as...
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Ackman's Year Of Living Dangerously Get Worse - The Herbalife Timeline (Audit...
UPDATE: Herbalife is halted for the following news:HERBALIFE COMPLETES RE-AUDIT FOR FISCAL '10 '11, '12HERBALIFE NO MATERIAL CHANGES TO 2010, 2011 OR 2012 FINLWhich opens the doors for the substantial...
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Herbalife: The Greater Fools Theory
By EconMattersShort Squeezes – Easier Said, Than DoneOn December 5 Herbalife Ltd. (HLF) got as high as $76.43 and some investors might be thinking that they could get in on a short squeeze of Bill...
View ArticleBill Gross: The Grinch Who Doesn't Like A 25% Gain In 2013
Since Carl Icahn is offline (one can't tweet the market or AAPL higher when it's closed), here is Bill Gross with some twitter Christmas non-cheer.Gross: HoHoHo! Who cant like a ~25% gain in 2013? Only...
View ArticleFrontrunning: December 30
Americans on Wrong Side of Income Gap Run Out of Means to Cope (BBG)Michael Schumacher battles for life after ski fall (Reuters)Professors for hire: Academics Who Defend Wall St. Reap Reward...
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"Rich Will Keep Getting Richer In 2014" - In 2013, Top 300 Billionaires Added...
All the pundits who preach an economic recovery in the US always fall strangely silent when asked to share their thoughts on the following chart (taken from the St. Louis Fed), showing the annual...
View ArticleFrontrunning: January 7
Yellen’s Record-Low Senate Support Reflects Fed’s Politicization (BBG)Euro-Zone Inflation Rate Falls in December, even further below ECB's target (WSJ)Zambia politician charged for calling president a...
View ArticleThe Legends Are Bailing on the Markets… For Good Reason
The capital markets have become artificial with all risk being mispriced due to Fed intervention. The problem with this is that when the capital markets “break” due to a loss in credibility, the shift...
View ArticleCarl Icahn Does The Apple Tweet-Pump
Almost exactly one day ago, when we noted that Icahn Enterprises has just sold a new batch of bonds, we predicted that the billionaire activist would follow through with a fresh volley of tweets:More...
View ArticleFrontrunning: January 23
Gross Told El-Erian ‘Hell No’ Seeking to Stop Departure (BBG)How Caterpillar got bulldozed in China (Reuters)Davos Bankers Struggle to Convince Elite That Markets Are Safer (BBG)Lucrative Role as...
View ArticleCarl Icahn's "Buy Buy Buy" Pitch For AAPL- Full Letter
Despite his own admission that he is not a 'product guy', Carl Icahn extends his 'pitch' for investors to buy buy buy Apple stock from one of using their offshore capital (or borrowing against it) to...
View ArticleSorry Permabulls: 2014 Capex Forecast To Grow At Slowest Pace In Four Years
Nearly two years ago, before the topic of (the great and constantly missing) Capex became a mainstream media mainstay, we said that as long as the Fed was actively engaged in manipulating the capital...
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A Surprising R&D Chart
When it comes to staying relevant (and profitable) in today's rapidly changing technological world, one of the key requirements is constantly being one step ahead of the competition. Which, for tech...
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