Archive for October, 2009

• Hot Links: Tudor on Gold, Galleon's Color, Net Quick
  Joshua M Brown, October 29th, 2009 at 6:21 am, Comments: 0

  Stuff I'm Reading this Morning... IMPORTANT: 3rd Q GDP report out this morning, forecasters are looking for this to be The Turn.  (Bloomberg) Guess who's [...]

• Trick or Treat CEOs
  Joshua M Brown, October 28th, 2009 at 5:51 pm, Comments: 0

  I'm guessing he won't be ringing Ken Feinberg's doorbell either.

• Doug Kass on Fast Money
  Joshua M Brown, October 28th, 2009 at 10:14 am, Comments: 0

  My fave pundit Doug Kass appeared on CNBC's Fast Money last night and contrary to my expectations, they actually slowed it down enough to let [...]

• The Danger of Earnings Season Extrapolation
  Joshua M Brown, October 28th, 2009 at 8:02 am, Comments: 0

  Yes, we all get excited when an Amazon.com scorches their earnings forecast or when an Apple Inc. Suge Knights the whole sell-side with a massive [...]

• Hot Links: The Creepiest Places on Earth
  Joshua M Brown, October 28th, 2009 at 6:18 am, Comments: 0

  Stuff I'm Reading this Morning... Overseas markets sell off over US consumer confidence fears (they're worried we'll stop buying their crap).  (Bloomberg) George Soros on [...]

• Droppin' Knowledge: Pimco Poetry
  Joshua M Brown, October 27th, 2009 at 1:39 pm, Comments: 0

  Pimco's Bill Gross channels The Bard in his monthly missive, but also makes some interesting points on the current state of the markets. Here's his [...]

• A Whole Episode of Fast Money in One Sentence
  Joshua M Brown, October 27th, 2009 at 9:58 am, Comments: 0

  CNBC's Fast Money program is definitely entertaining, and if there are no syndicated reruns of Diff'rent Strokes on, I will occasionally tune in. My fave pundit [...]

• Dear Private Equity People: Too Soon Guys, Too Soon
  Joshua M Brown, October 27th, 2009 at 8:38 am, Comments: 0

  I wrote about 2 IPOs recently that I felt were hideous in their capital structure and pointless for investors based on their use of proceeds. [...]

• Hot Links: One Bad Bird
  Joshua M Brown, October 27th, 2009 at 6:21 am, Comments: 0

  Stuff I'm Reading this Morning... Goldman sees another 5 to 10% leg down in housing by mid-2010.  (Bloomberg) John Carney takes a controversial position on [...]

• Follow Up: A-Team Movie Cast Lookin' Good
  Joshua M Brown, October 26th, 2009 at 7:02 pm, Comments: 0

  Some of you may have read my borderline escaped-lunatic ramblings about my hopes for the upcoming big screen version of The A-Team. I'm happy to [...]