Archive for January, 2010

• Changing Ships
  Joshua M Brown, January 31st, 2010 at 8:00 pm, Comments: 0

  Obama is gonna give finance reform a shot. Great timing.

• Hot Links: Christian & Kermit
  Joshua M Brown, January 31st, 2010 at 1:54 pm, Comments: 0

  Good links from the weekend.

• "Wait, Why Am I in AIG Again?"…The Buy Anything Phase is Over
  Joshua M Brown, January 31st, 2010 at 9:00 am, Comments: 0

  So you gorged yourself on garbage, chased the china plays, munched on materials and binged on beta...

• Volcker: No Need for Commercial Banks to be Hedge Funds
  Joshua M Brown, January 31st, 2010 at 6:53 am, Comments: 0

  Paul Volcker's op-ed explaining the Volcker Rule.

• Saturday Night Video: Keep Yo Hands Off My Momma
  Joshua M Brown, January 30th, 2010 at 9:13 pm, Comments: 0

  My fave new commercial.

• The Windows Royalty Trust – Why Microsoft Should Convert Already
  Joshua M Brown, January 30th, 2010 at 3:00 pm, Comments: 0

  Since Microsoft can't grow, maybe its time they turned over that enormous cashflow to shareholders via a better corporate structure.

• Dixon: The Stock Market As Greek Tragedy
  Joshua M Brown, January 30th, 2010 at 12:40 pm, Comments: 0

  On The Wire, characters rarely rose above the institutional failure, regardless of their good intentions. Chris Dixon demonstrates this same tragedy in the stock market.

• Latest from the Chinese Real Estate Bubble: French Chateaux
  Joshua M Brown, January 30th, 2010 at 10:00 am, Comments: 0

  More evidence of a bubble in Chinese Real Estate. Luckily, our own banks aren't in any condition to be piling in...yet.

• Mauldin on Greece: The Question Now Is Whether Or Not They Run On The Banks
  Joshua M Brown, January 30th, 2010 at 4:59 am, Comments: 0

  John Mauldin's take on what's happening in the crumbling economy of Greece and what Europe's options are for dealing with it.

• The Whole Inventory Restocking As Part Of GDP Thing
  Joshua M Brown, January 29th, 2010 at 3:00 pm, Comments: 0

  Nice headline GDP, but what was it made of?