August 2012

Heidi’s Book List

I’m honored and flattered to have made Heidi Moore’s Must-Read Wall Street Book list at Marketplace this morning. They say that being named to a list is only cool if you truly respect the other people on the list, and in this case I’m great company (John Gapper, Tadas Viskanta, Mike Casey etc… There’s the…

Heidi's Book List

I’m honored and flattered to have made Heidi Moore’s Must-Read Wall Street Book list at Marketplace this morning. They say that being named to a list is only cool if you truly respect the other people on the list, and in this case I’m great company (John Gapper, Tadas Viskanta, Mike Casey etc… There’s the…

When Your Client is a Corporate Insider

The regulators are going to nail you on an insider trade, especially on one placed just before an acquisition of a company.  Especially if you’re a jackass using options or buying a noticeable amount of stock.  In most cases, the trading activity leads them to you, and then making the connection to figure out how…

Tough Crowd: Notes from the John Paulson Call

Using my advanced ninja skills I got myself onto the Bank of America Wealth Management-hosted conference call starring John Paulson of Paulson & Co this evening. The notoriously press- and attention-shy Paulson agreed to be on the call a week after Citigroup pulled $410 million from the hedge fund manager and so at least some…