10 Mid-Week PM Reads
My afternoon reading: • Hedge or Bet? Parsing a Trade (WSJ) • Q&A on Facebook’s IPO: What does it mean for you? (Washington Post) • Is Dimon’s ‘Stupid’ Defense a Smart Move? (Yahoo Finance) see also Polishing the Dimon Principle (WSJ) • Accidentally Released – and Incredibly Embarrassing – Documents Show How Goldman et al...
10 Mid-Week AM Reads
My early morning reads: • 7 Reasons I Don’t Mind Sitting in Cash (Joe Fahmy) • The hedge funds that are profiting off JPMorgan’s bad trade (CNN Fortune) see also As One JPMorgan Trader Sold Risky Contracts, Another (WTF?!?) One Bought Them (DealBook) • Currency Markets Rev Up (WSJ) • Hitchhiker’s Guide To The ETF...
The ultimate Facebook IPO linkfest: part one
That may be overstating things, but we have been overwhelmed with Facebook related material. That is not altogether surprising. We ran a series of posts [...]
Wednesday 7atSeven: strategists sidelined
Here are seven (or so) links at 7AM Eastern. We will see you later with the daily linkfest. Good luck out there. Markets Good news: [...]
Tuesday links: cobbled together strategies
Quote of the day Tyler Craig, “Keep in mind one can’t simply cobble together two crappy strategies and expect magic to happen. If both strategies [...]
10 Tuesday AM Reads
My early morning reads: • Small Cities Are Becoming A New Engine Of Economic Growth (New Geography) see also Rust Belt chic: Declining Midwest cities make a comeback (Salon) • Make Banking Boring (NYT) • Share buybacks: the other way company managers rob you (Money Week) • Attention Frustrated Chartists: It ain’t HFT – it’s...
Monday links: hedge, not a hedge
Quote of the day Barry Ritholtz, “And once you define everything as a hedge, well then, nothing is a hedge.” (Big Picture) Chart of the [...]
10 Monday AM Reads
My early morning reads to start the week: • 4 years after Wall Street crash, regulation of financial markets is still spotty (MC Clatchy) see also Double or Nothing: How Wall Street is Destroying Itself (Azizonomics) • Martin Wolf: The Journey Towards Becoming Japan (FT.com) • For Many in Greece, Austerity Is a False Choice...
Monday 7atSeven: a not so super cycle
Here are seven (or so) links at 7AM Eastern. We will see you later with the daily linkfest. Good luck out there. Markets The market [...]
Sunday links: just play your game
Quote of the day Roger Ehrenberg, “Make no mistake, it’s hard to stay strong against the trend when others seem really successful and are getting [...]
10 Sunday Reads
Some longer form reads for your Sunday morning pleasure: • A Circle of Tech: Collect Payout, Do a Start-Up (NYT) • Nobody Seems to Understand What Jeff Bezos is Doing. Does He? (Pando Daily) • Why Can’t Obama Bring Wall Street to Justice? (Daily Beast) • “Oh My God — We’re In Bed With The...
Saturday links: a tasty heritage
The weekend is a great time to catch up on some long-form links you missed during the week. We think this should also include our [...]
