Archive for August, 2009

• Tired Business Cliche List
  Joshua M Brown, August 28th, 2009 at 2:20 pm, Comments: 0

  CNBC's Power Lunch asked viewers to email them with the business cliche that is the most annoying to them. I'm not a joiner, so I [...]

• A Metaphor for Being Short AIG
  Joshua M Brown, August 28th, 2009 at 9:00 am, Comments: 0

  This is what it must feel like to have been short AIG this month... [vodpod id=Groupvideo.3212572&w=425&h=350&fv=%26rel%3D0%26border%3D0%26] X X X Full Disclosure: I have no positions, [...]

• Hot Links: Trailer Park Ponzi and Sleeping Bunny Wabbits
  Joshua M Brown, August 28th, 2009 at 7:03 am, Comments: 0

  Stuff I'm Reading this Morning... Story of the day:  Why and how the hell could AIG have just doubled?  (NYT) John Paulson's shiny new position [...]

• Droppin' Knowledge: Howard Davidowitz Unleashed!
  Joshua M Brown, August 27th, 2009 at 3:06 pm, Comments: 0

  [vodpod id=ExternalVideo.865317&w=425&h=350&fv=]   Something about Howard Davidowitz gets me pumped!  Even when the subject he's pontificating on is universally negative, such as the prospects for most [...]

• The Five Stages of Panic Buying
  Joshua M Brown, August 27th, 2009 at 8:26 am, Comments: 0

  I talk to a ton of traders, portfolio managers, brokers and high net worth investors, both on and off Wall Street.  Most of them have [...]

• Hot Links: Jim Chanos, Steven Seagal & the Zombie ETFs
  Joshua M Brown, August 27th, 2009 at 6:33 am, Comments: 0

  Stuff I'm Reading this Morning... Abnormal Returns covers the concept of Zombie ETFs...a new development for this industry.  (AbnormalReturns) Ain't no party like a RothCap [...]

• Congrats to the StockTwits Gang
  Joshua M Brown, August 26th, 2009 at 11:06 am, Comments: 0

  I want to take a moment to congratulate the StockTwits guys who rang the closing bell for yesterday's trading session over at the NASDAQ Marketsite. [...]

• Doug Kass: 10 Reasons Why The Market Has Likely Peaked For The Year
  Joshua M Brown, August 26th, 2009 at 7:32 am, Comments: 0

  "I am less confident as a decade of hocus-pocus borrowing and lending and 35-to-1 leverage at almost every level in both private and public sectors [...]

• Hot Links: Whither Mainstreet?
  Joshua M Brown, August 26th, 2009 at 6:23 am, Comments: 0

  Stuff I'm Reading this Morning... PAY ATTENTION: China curbing overcapacity in steel, cement industries.  (Bloomberg) Wall Street recovers.  Main Street?  Not so much.  (Clusterstock) Everybody [...]

• August '09 Consumer Confidence, Illustrated
  Joshua M Brown, August 25th, 2009 at 5:10 pm, Comments: 0

  Click Image to Embiggen July is in red, August in blue.  Reading was 54.1 vs 47.4 last month. Note the "Expectations" line...heh. Funny thing, expectations. [...]