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Morning Reads 9-4-2009
Morning Reads 9-4-2009
Good Morning: 1.) What's Happening Today: Friday, September 4 (Clusterstock) 2.) Buffet's Berkshire Cuts Moody's Stake Second Time in 2 Months (Bloomberg) 3.) The New Masters of Wall Street (Forbes) Read more...
Morning Reads 8-31-2009
Morning Reads 8-31-2009
portfoliotilt.com — Good Morning: 1.) What's Happening Today: Monday, August 31 (Clusterstock) 2.) Can the Rally Run Without Revenue?... (Pragmatic Capitalist) 3.) Don't Sweat the Junky Stuff (Barron's) 4.) REITs Racing to Bankruptcy (Contrarian Profits) Read more... (more) Morning Reads 8-31-2009
Morning Reads 9-2-2009
Morning Reads 9-2-2009
portfoliotilt.com — Good Morning: 1.) What's Happening Today: Wednesday, September 2 (Clusterstock) 2.) Charts: Best and Worst Performing Stocks... in August (Bespoke Investment Group) 3.) Three Intuitive Trading Ideas for September (WSJ MarketBeat) 4.) Chart: World-Wide Factory Activity, by Country (WSJ Real ... (more) Morning Reads 9-2-2009
Morning Reads 9-3-2009
Morning Reads 9-3-2009
portfoliotilt.com — Good Morning: 1.) What's Happening Today: Thursday, September 3 (Clusterstock) 2.) KKR Turns Vulture Investor as Distressed... Debt Cheaper Than LBOs (Bloomberg) 3.) Student Debt is Skyrocketing (The Daily Beast) 4.) There Goes the European CMBS Neighbourhood (FT Alphaville) Read ... (more) Morning Reads 9-3-2009
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Morning Reads 8-4-2009
portfoliotilt.com 8/4/2009 — Good Morning: 1.) What's Happening Today: Tuesday, August 4 (Clusterstock) 2.) Credit Suisse Says Property-Sector Construction is Surging (Barron's) 3.) Burger King and Wendy's: A Tale of Burgers and Boneless Chicken Wings (WSJ) Read more...
Morning Reads 7-14-2009
portfoliotilt.com 7/14/2009 — Good morning: 1.) Bio on the Man Who Brought CIT to its Knees (Bloomberg) 2.) Apollo to Raise $600 Million for Commercial REIT Fund (Bloomberg) 3.) Fortress Investment Group Negotiating On Bank Loans, With Itself (WSJ) Read more...
Morning Reads 7-16-2009
portfoliotilt.com 7/16/2009 — Good Morning: 1.) Three Mistakes Traders Make (TraderFeed) 2.) Wells Fargo Sells Subprime Mortgages for 35 Cents On the Dollar, About Double What Most Hedge Funds Were Offering (Credit Writedowns) 3.) Citigroup Aims to Re-Energize Power Banking Group in Europe (Deal Journal) Read more...  ...
Morning Reads 8-3-2009
portfoliotilt.com 8/3/2009 — Good Morning: 1.) What's Happening Today: Monday, August 3 (Clusterstock) 2.) Commercial Real Estate Loans Going Bad at Frightening Rate (Clusterstock) 3.) Goldman's Visionary WTI Performance (FT Alphaville) 4.) Playboy Mansion Sells for "Cheap" (NY Post) Read more...
Morning Reads 9-9-2009
portfoliotilt.com 9/9/2009 — Good Morning: 1.) What's Happening Today: Wednesday, September 9 (Clusterstock) 2.) Deleveraged Banks are Staying That Way For Now (Sober Look) 3.) As an Exotic Mortgage Resets, Payments Skyrocket (NY Times) 4.) Gauging the Chinese Yuan's Trade Potential (WSJ Real Time Economics)  ...
Dow 6,000? 5,000? 4,000?
bespokeinvest.typepad.com 3/9/2009 — Back on November 20th (which was at least a short-term bottom), we asked readers how low the Dow would get between then and the end of 2009. As shown in the chart below, 6,000 got the most responses. With the Dow currently at 6,400 and change, 6,000 ...
Morning Reads 7-6-2009
portfoliotilt.com 7/6/2009 — Good Morning: 1.) Goldman Sachs Trading Scandal(?) (Reuters) 2.) Its a Junk-Bond Issuer's Market These Days (NY Times) Read more...
Morning Reads 7-7-2009
portfoliotilt.com 7/7/2009 — Good Morning: 1.) What George Soros and John Paulson are Investing In (WSJ) 2.) Good Article on Price to Book Value (Barel Karsan) Read more...
World Equity Market Declines: -$26,000,000,000,000
bespokeinvest.typepad.com 10/9/2008 — Here's one to take home with you tonight, although it might make it tough to keep your dinner down. Since last October, the value of stocks worldwide has fallen 41%, or $25.9 trillion. As shown in the chart below, Bloomberg's World Market Cap index ...
Morning Reads 7-2-2009
portfoliotilt.com 7/2/2009 — Good Morning: 1.) Bill Gross on the Economy, Eating, etc. (PIMCO) 2.) Incredible Story Involving Argentinian Tax-evaders, UBS, JPMorgan (Reuters) Read more...