10 Tuesday AM Reads
My morning reading material: • Flash-Crash Story Looks More Like a Fairy Tale (Bloomberg) • Consumers Are Borrowing Again, Is it Here to Stay? (Northern Trust) • Chen Exposes the Communist Goliath (The Diplomat) • Austerity Faces Sharper Debate After European Elections (NYT) see also Merkel Is Cast as Thatcher’s Austerity Goddess (Bloomberg) • WTF?!?...
10 Monday PM Reads
My afternoon reading: • Lehman E-Mails Show Wall Street Arrogance Led to the Fall (Bloomberg) • Study Says Broker Rebates Cost Investors Billions (NYT) • Traders Being Accountable to Themselves (Trader Planet) • Zuckerberg: The Maturation of the Billionaire Boy-Man (NY Mag) • Customer Divide at MF Global (WSJ) • Enter The Pivot: The Critical...
10 Monday AM Reads
I am off to speak at a CFA panel this morning; meanwhile, here’s what I have queued up to read to start your week: • Krugman: Those Revolting Europeans (NYT) see also Krugman Wishes He Were Wrong Amid EU Austerity Backlash (Bloomberg) • A Flight to Government Bonds (Barron’s) • Dan Gross: Renting Prosperity (WSJ)...
10 Thursday PM Reads
Afternoon Train Reading: • Payroll Survey Signals U.S. Jobs Slowing as Orders Drop (Bloomberg) see also New Grads’ Pay Gap Is Lasting Legacy of Recession (WSJ) • Marginal oil production costs are heading towards $100/barrel (FT.com) • How To Minimize Fixed Income Portfolio Risks (Ransom Roger) • New ETFs Backed by Industrial Metals (Institutional Investor)...
10 Mid-Week PM Reads
My afternoon train reading: • The Gospel According to Barton Biggs (The Street) • Strategists Who Called Bottom in China Stocks Now Say Buy (Bloomberg) • SEC Keeps Ratings Game Rigged (Pro Publica) see also Former Rating Agency Analysts Launch Open Source Government Bond Rating Tool (SF Gate) • After the bonfire of the verities...
10 Mid-Week AM Reads
My early morning reads: • So basically April sucked (FT.com) see also May doesn’t have to be bad for stocks (Market Watch) • The Approaching Reallocation Rally (The Street) • WTF? One man Contrary Indicator Greenspan Says U.S. Stocks ‘Very Cheap’(Bloomberg) • China’s Vanishing Trade Imbalance (NYT) • Hussman: Release the Kraken (Hussman Funds) •...
10 Tuesday PM Reads
Afternoon Train Reading: • Andreessen: There Is No Tech Bubble (And the Smartphone Is Still Under-Hyped) (Wired) • The Stock Comparison Scoring Engine (Confessions of a Macro Contrarian) • There is an alternative to austerity (The Economist) see also Death of a Fairy Tale (NYT) • Falling Labor Force Participation (Conversable Economist) • The rich...
10 Tuesday AM Reads
My conference audience reads: • Microsoft, Dividends and Stock Buybacks (Blog Maverick) • Apple Is Doomed: The Phony Sony Parallel (Monday Note See also Why you can’t trust tech press to teach you about the tech industry (Anil Dash) • In the picture: a short history of nationalisations (FT.com) • The First Time Mortgage-Backed Securities...
10 Monday AM Reads
My early morning reads to start the week: • Are stocks set to rally? …..-A Summer Rally Really Would Mean a Lot (WSJ) …..-U.S. Stocks Appear To Lose Their Fizz (WSJ) • Q&A With Mr. Market (Barron’s) • Start-Ups Look to the Crowd (NYT) • Notes from the DoubleLine Lunch with Jeffrey Gundlach (The Reformed...
10 Thursday PM Reads
Afternoon Train Reading: • How to Spot the Future (Wired) • Nasdaq-100 Has Biggest Advance in 2012 as Apple Jumps (Bloomberg) • The businesses looking for the ‘magic middle’ on social networks (BBC News) • These Are The Prices AT&T, Verizon and Sprint Charge For Cellphone Wiretaps (Forbes) • Gundlach: Quarterly Commentary (DoubleLine) • Europe...
10 Thursday AM Reads
My morning reading material: • Bernanke Takes On Krugman’s Criticism Ignoring Own Advice (Bloomberg) see also Lonesome Dove (Economist) • Cyclical $Bull in a Secular Bear (Stock Trader’s Almanac) • Can Silicon Valley fix the mortgage market? (Reuters) • What Was the Very First Hedge Fund? Ask Warren Buffett (Bloomberg) • Banks are on a...
10 Mid-Week PM Reads
My afternoon train reading: • The market was dead wrong on Apple (Marketwatch) see also Apple Profit Rises 94% on Growing Global IPhone Demand (Bloomberg) • The Demise of Western Wealth Creation is Overblown (Barron’s) • Derivatives: Finding the Culprits of the Crisis (AdvisorOne) • Asha Bangalore: Improving Housing Market? (Northern Trust) see also Housing...
