Frontrunning: July 3
Obama Decries Big Bonuses at Bank Trading Desks as Risky (BBG)India central bank seeks to swap gold to improve reserves quality (Reuters)There goes Q3 GDP: Arthur Strengthens to Become First Atlantic...
View ArticleGold Nears 4-Month Highs As Stocks Dump-And-Pump
European markets were ugly going in: Portugal's largest bank on the ropes and macro data weak. US earnings calls confirmed no Q2 bounce back and macro data piled on (along with various GDP downgrades)....
View ArticleFrontrunning: July 11
Carl Icahn says 'time to be cautious' on U.S. stocks (Reuters)Banco Espirito Santo Lifts Lid on Exposure to Group (BBG)Slowing Customer Traffic Worries U.S. Retailers (WSJ)Insurgents enter military...
View ArticleTrump Plaza To Close In September As Atlantic City Implosion Claims Fourth...
The Atlantic City casino industry implosion continues. Following the second, and final, bankruptcy of AC's "state of the art" Revel Casino a month ago, as well as the shuttering of Atlantic Club hotel...
View ArticleKey Events In The Coming Busy Week
Now that the World Cup is over, and following last week's global macro reporting slumber (aside for the Portuguese risk flaring episode of course), things pick up quite a bit in the coming week. Here...
View ArticleCarl Icahn "Very Nervous" About Stocks Due To Fed's "Excessive Money Printing"
Ironically, Carl Icahn - poster-child of the leveraged financial engineering that has overtaken US equity markets on the back of Central Bank largesse - told CNBC that he was"very nervous" about US...
View ArticleFrontrunning: July 17
Bubble Paranoia Setting in as S&P 500 Surge Stirs Angst (BBG)But how will math PhDs determine "fair value" - Wall Street Techs Take Secrets to Next Job at Their Peril (BBG)U.S., EU Escalate Russia...
View ArticleBill Ackman's "Most Important Death-Blow-For-Herbalife Presentation Ever" -...
The question on everyone's lips... how many slides? And where's Carl Icahn? The stock has modestly stabilized today after yesterday's tumble...
View ArticleAckman Has 6 Months Left To Come Up With The Devastating-est HLF Presentation...
Bill Ackman's "most important presentation of his career" is not going so well. The 'Death Blow' expectations Ackman created yesterday (that sent the stock down 13%) have been entirely wiped away as a...
View ArticleFrontrunning: July 28
The market in one sentence: Buying on Dips Pays Most in Five Years as Stocks Rebound (BBG)Europe subdued, Russia shares tumble on new sanctions (Reuters)Chinese Data Don’t Add Up (WSJ)Argentine Default...
View ArticleCarl Icahn Reiterates "We Are In A Major Asset Bubble"
A month ago, Carl Icahn told told CNBC that he was "very nervous" about US equity markets. Reflecting on Yellen's apparent cluelessness of the consequences of her actions, and fearful of the build of...
View ArticleFrontrunning: August 13
Obama says Missouri shooting death tragic, reflection needed (Reuters)U.S. Weighs Iraq Rescue Mission to Save Yazidis (WSJ)Maliki says Abadi's appointment as Iraqi PM 'has no value' (Reuters)Iran Joins...
View ArticleFrontrunning: August 15
Barack Obama's 'vacation from hell' (Politico)Russian aid convoy checked; military vehicles mass near Ukraine (Reuters)Ukraine Says APCs Entered From Russia to Aid Insurgents (BBG)Islamic State Said to...
View ArticleFrontrunning: August 21
FTW: Europe Stocks Rise as Data Signals Need for Stimulus (BBG)More de-escalation: Dozens die in Ukraine in street battles, Donetsk shelling (Reuters)Calm largely holds in Missouri after grand jury...
View ArticleIcahn, Soros, Druckenmiller, And Now Zell: The Billionaires Are All Quietly...
"The stock market is at an all-time, but economic activity is not at an all-time," explains billionaire investor Sam Zell to CNBC this morning, adding that, "every company that's missed has missed on...
View ArticleFrontrunning: September 9
Showtime for Apple: Big phones, smart watches and high expectations (Reuters)Bank of England Gov. Mark Carney Signals Spring Rate Rise (WSJ)Quebec Shows Scots Question Returns Even If Answer Is No...
View ArticleApple Set To Unveil iPhone Galaxy S6 Wearable Headphone Mobile Payment System...
UPDATE: Yep - Samsung-esque big screen.. (stock tumbles to red) New iPhones are much bigger than the iPhone 5 pic.twitter.com/gguNlqOb19— Gavan Reilly (@gavreilly) September 9, 2014It's thinner -...
View ArticleDefying Gravity: The Case For Hedging Against A Market Downturn
Submitted by Adam Taggart via Peak Prosperity,And nobody in all of OzNo Wizard that there is or wasIs ever gonna bring me down!~ Wicked, "Defying Gravity"Today's markets exist in an Oz-like, fantasy...
View ArticleFrontrunning: September 12
Russia faces new U.S., EU sanctions over Ukraine crisis (Reuters)Glasgow pulls no punches in welcome to 'Save the Union Express' (Guardian)Pound Seen Tumbling Up to 10% on Scottish Yes Vote (BBG)Moscow...
View ArticleHow Good Decision Making can Save Your Ass
By: Chris Tell at http://capitalistexploits.at/A little while ago I shared 6 ways to improve decision making. In response I received a number of comments, the most insightful of which I'd like to share...
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