Is The Old Guard About To Get Disintermediated By UltraCoin? Ask Carl Icahn &...
thumb Fortune Front Cover A few days ago I was waxing poetic over the abilty of David Z. Morris' ability to grasp rather complex, intangible concepts and loquaciously lay them forth in the written...
View ArticleFrontrunning: January 24
Emerging market sell-off raises specter of contagion (Reuters)China Bank Regulator Said to Issue Alert on Coal Mine Loans (BBG)Argentina to Ease FX Controls After Peso Devaluation (BBG)Pimco's Gross...
View ArticleApple Beats Earnings But Misses On iPhone Sales, Guides Sales Lower: Stock...
So much for the only silver lining in Q4 and Nasdaq leadership from AAPL. Moments ago AAPL reported results which beats on the top and bottom-line, reportined revenues of $57.6 billion in line with the...
View ArticleIcahn Stock Tweetpump Halflife Down To Just Five Minutes
Following yesterday's ugly AAPL results (broken down here) we had only one question this morning:What time is the Icahn tweetstormnado— zerohedge (@zerohedge) January 28, 2014 Moments ago we got the...
View Article"No Brainer" AAPL Breaks Below $500; Lowest In 3 Months
For the first time since mid-October, "no brainer" investment AAPL has dropped below the maginot line of $500. We are sure Carl Icahn will be buying another $500 million worth of shares today... AAPL...
View ArticleSam Zell: Tom Perkins Was Right, Top 1% "Pummeled" For Political Convenience
"Markets were over-priced coming into 2014," warns Sam Zell (noting that he does not believe in the Fed's wealth effect perspective on market-growth helping buying and selling decisions in the real...
View ArticleApple's Accelerated Repurchase Lowers Its Domestic Cash Holdings To September...
Today, one of the more prominent news releases was that as the WSJ reported overnight, AAPL had repurchased on an accelerated basis some $14 billion of its shares in the past two weeks, following the...
View ArticleIcahn Folds On Apple Buyback
Around six months after first tweeting his admiration for Apple's cash stockpile and a "large position" in the largest company in the world, it would appear every business media's favorite activist is...
View ArticleFrontrunning: February 11
Frustrated by Karzai, U.S. Shifts Afghanistan Exit Plans (WSJ)Yellen Testimony Guide From Payrolls Report to Emerging Markets (BBG)Gold hits three-month high, shares up ahead of Yellen...
View ArticleFrontrunning: February 18
Carl Icahn wins again: Actavis to Buy Forest Labs for $25 Billion (WSJ)ECB governing council member attacks German court ruling on OMT (FT)China Tackles $1 Trillion Data Gap as Xi Changes Metrics...
View ArticleFrontrunning: February 25
Turkish PM says tapes of talk with son a fabrication (Reuters) but opposition confirms authenticity, and national TV carriers cut parliament when played liveInside the Showdown Atop Pimco, the World's...
View ArticleThe Legends Are Abandoning the Markets
The legends are abandoning the markets. Stanley Druckenmiller founded his hedge fund Duquesne Capital in 1981. From 1986 onward he maintained average annual returns of 30%. He also managed George...
View ArticleIs An FTC Retweet An Endorsement? Herbalife Shareholders Are Dying To Know
Update: the FTC was kind enough to promptly respond to our rhetorical inquiry:@MarcToTheMarket@zerohedge Hi, Marc's correct, in our Twitters chats its standard to RT/MT all Qs, see answer:...
View ArticleFrontrunning: March 11
Malaysia Says Stolen Passport User Had No Links to Terror Groups (BBG)Malaysia military tracked missing plane to west coast (Reuters)Freescale loss in Malaysia tragedy leads to travel policy questions...
View ArticleFTC Launches Investigation Into Herbalife, Stock Tumbles 15%: Check To Uncle...
A week ago, we highlighted something that very few had noticed- an FTC retweet regarding Herbalife. To wit:Retweets are not endorsements... but they really usually are. Which is the reason some are...
View ArticleFrontrunning: March 14
Ukraine anxiety triggers flight to safety, stocks tumble (Reuters)Woodrow Wilson’s Ukraine Failure Foreshadows West’s Dilemmas (BBG)Fortress Executives Join Peers Selling Stock After Rally (BBG)303...
View ArticleFrontrunning: March 20
Possible debris off Australia a 'credible lead' for missing Malaysia jet (Reuters)Maldives and Afghanistan: Theories Blossom for Airliner (BBG)Ukraine Military Concedes on Crimea as Russia Takes Hold...
View ArticleWhich Firm Controls "The World's Most Powerful Address"?
For the answer of which firm is responsible, and has the largest number of current and former tenants occupying the building located at 15 CPW which we profiled before, and which Bloomberg TV defines...
View ArticleCarl Icahn's Next No-Brainer? "A Major Sell-Down Of Artificial Market Is Coming"
Sprinkled in between Herbalife promotion and eBay board decimation, CNBC's favorite crowd-pleaser Carl Icahn offered a few pearls of wisdom that the TV anchors were un-prepared for:*ICAHN SEES MAJOR...
View ArticleFrontrunning: March 25
Putin Threatened With More Sanctions as Russia Out of G-8 (BBG)China Faces ‘Mini Crisis’ on Debt Defaults, Ex-PBOC Adviser Says (BBG)Don't laugh too hard: Obama to propose ending NSA bulk collection of...
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