Archive for July, 2009

• About That Public-Private Fund For Retail Investors…
  Joshua M Brown, July 28th, 2009 at 7:13 am, Comments: 0

  Disclaimer:  My commentary below is strictly a relaying of publicly-available news from major publications.  I have absolutely no interest in being responsible for anyone's investments [...]

• Breakfast Links: Housing Bottoms, Car Wars & Pigs in the Hamptons
  Joshua M Brown, July 28th, 2009 at 6:02 am, Comments: 0

  Stuff I'm Reading this Morning... Major firm strategists move around their year-end S&P 500 targets, as if anyone cares what they think anymore.  (BIG) I [...]

• Business of Baseball: Yankees President Randy Levine on Happy Hour
  Joshua M Brown, July 27th, 2009 at 7:43 am, Comments: 0

  When the gang from Fox Business invited me up to the Bronx to check out the new Yankee Stadium and be a fly on the [...]

• Does Microsoft Have It's Swagger Back?
  Joshua M Brown, July 27th, 2009 at 7:11 am, Comments: 0

  [vodpod id=Groupvideo.3040005&w=425&h=350&fv=%26rel%3D0%26border%3D0%26] Over the weekend, the eggheads at Knowledge@Wharton posted an update on Microsoft's new focus on driving innovation.  The score so far is something [...]

• Breakfast Links: Schumer, Bernanke & The God of Email
  Joshua M Brown, July 27th, 2009 at 6:15 am, Comments: 0

  Stuff I'm Reading this Morning... The Hard Rock Hotel in Las Vegas is undergoing a big expansion right now...good timing.  (AP via Yahoo) Seantor Schumer [...]

• Bespoke's Best and Worst Earnings Reactions: Q2 2009
  Joshua M Brown, July 26th, 2009 at 11:00 am, Comments: 0

  Bespoke rocks. For those of us who play earnings season like a full contact sport, it's nice to have a scorecard. Below is a look [...]

• Josh Brolin to Get Villain Role in Wall Street Sequel
  Joshua M Brown, July 26th, 2009 at 10:21 am, Comments: 0

  From Deadline Hollywood Daily: I hear Josh Brolin on Monday will get an offer to star as the villain in Oliver Stone's Wall Street sequel. [...]

• More Hot Links: Sarah Palin, Bill Gates & Comic Con 2009
  Joshua M Brown, July 26th, 2009 at 12:51 am, Comments: 0

  More Hot Links for Weekend Reading... Revenge of the debtors...the revolt of the indebted begins.  (NYT) A few ways to look at whether or not [...]

• Mauldin Takes on China's Growth Story
  Joshua M Brown, July 25th, 2009 at 6:25 am, Comments: 0

  In John Mauldin's excellent Thoughts from the Frontline newsletter, the subject of The Statistical Recovery is covered, with an interesting aside about China's growth prospects.  [...]

• Hot Links: CNBC, Fox Biz & Larry Summers
  Joshua M Brown, July 25th, 2009 at 5:49 am, Comments: 0

  Hot Links for Weekend Reading... Bronte Capital takes on these phony baloney explanations of how Goldman Sachs could have made $22 billion in High Frequency [...]