...nts in the world. thanks to my wife dawnyell i report and cnn we now have two positive rap viral videos cnn obama rap aka the ba rock song and the warren buffett rap also thanks to httpwww.crossingwallstreet.com for helping the warren buffett rap move quickly. we became involved with a nonprofit organization that helps develop children through music education and motivation. ive also be...
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deals global ma brews 2008s top week in our ma roundup for the period ended july 20 four deals of more than 4 billion follow inbevanheuser leading to the richest seven days in more than a year. cfo.com ny gov. projects wall st bonuses to fall 20 percent reuters cnbc admits to being a closet porn channel cws the chuck norris home deduction usnews......
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... to make money on subscriptions. how do i inform newcomers of the basics while not boring the oldtimers warren buffet rap. warren buffet answers a girl scouts question about new investors. hat tip crossingwallstreet.com the learning earning segment sponsored by index funds advisors explores the silent partners in mutual funds. be careful when investing in your taxable account to choose a taxeffic...
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with the upcoming week being a shortened week and many traders being on vacation lets look at a few links and blog posts to get us started as we prepare for the upcoming week. big picture why does 20 bear market best as i can figure the 20 number is a notquitearandom number more than a 10 correction less than a full blown crash which for all we know could be offically 30. rather than focus on t...
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wendys will give out free burgers in jersey city tomorrow. nj.com the banker bullsht generator. christianbaxter googles strange offer letter to their new cfo. dont tell us your secrets please were begging you. footnoted lifestyles of the super rich. extreme cnbc slideshow mozilo isnt bronze hes orange get it right. dealbreaker yahoo is really just rearranging deck chairs on the titanic now. wall t...
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like a weathervane cramer points toward where the winds are blowing. like a chameleon cramer adapts to the current environment. like a stock picker cramer follows todays trend and picks what worked. like a cheetah you should turn and run from his advice as fast as possible. heres why ive witnessed this flipflopping so many times im just tired and weary of it. please just take the risk cap...
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the continued fallout from the the moodys big mea culpa. ft alphaville ubs offloads a scad of mortgage assets at a discount and pays for the privilege. times online via alpha guy people are losing faith in financial assets for good reason. interfluidity the relationship between 3 month tbills and fed funds is becoming more normal. traders narrative the challenge of making oil production estima...
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moodys gave aaa ratings to billions of dollars of structured debt due to a coding error. ft alphaville also nakedshorts alea market movers why does the market perform historically on the first day of the month crossing wall street has the vix jumped the shark condor options there will soon by no shortage of frontier market etfs. basis pointing dont count on mr. pickens for any special insight ...
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hat tip crossing wall street look at how much the price of oil has risen versus the price of gasoline. oils gain is far outpacing the gain in gasoline. doesnt this raise a few questions for barack obama who loves to vilify big oil and has been talking about a windfall profit tax. obama proposes oil companies be taxed on windfall profits from oil sold at or above 80 dollars a barrel and the reven...
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sp 500 earningsex three big oil companies. big picture sp 500 growth is beating value since the market top of last october. bespoke investment group read this before wednesday sp 500 performance by day of the week. crossing wall street tbill supply is pushing rates higher. marketbeat negative real yields on 10 year treasury bonds historically dont last long. capital spectator a key tax ruling...
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according to yalman onaran via eddy elfenbeinbanks and securities firms reeling from record losses resulting from the collapse of the mortgage securities market are failing to acknowledge in their income statements at least 35 billion of additional writedowns included in their balance sheets regulatory filings show. citigroup inc. subtracted 2 billion from equity for the declining value of homeloa...
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times are tough when an asset manager needs to raise capital in billion dollar chunks. wsj.com deal journal market movers inflationary psychology is back and the fed is worried. real time economics calculated risk the fed is running out of tbills. alea price increases are simply more noticeable more salient as psychologists would say than price decreases. nytimes.com also crossing wall stree...
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i wanted to thank boyd and globe and mail for the kind words about the site and for listing us as his favorite financial blog. thanks for nothing howard.......
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is it too soon to start calling the company sprint extel s wsj.com a hedge fund fight over sears holdings shld. chicagotribune.com market movers google goog wins this round. then again doesnt google always win dealbook bits have commodity funds run too far too fast wsj.com ways to play the bric phenomenon. ft.com a big split in global dividend yield trends.a capital spectator vix options are...
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short sellers are the new global scapegoats. nytimes.com believe it or not public equity analysis as a preamble to noncontrol investments in publicly held firms is a much different and more difficult different endeavor than lbo analysis. dealbreaker.com the oneyear treasury bill is back. apchicagotribune.com junk bonds are back sort of. wsj.com the muni bond market gets the cds index treatment...
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notes eddy elfenbeini went to intrade to see the latest results on outcome for each states vote in the electoral college. the table below shows each state the latest price for democratic and gop candidate to win the state the number electoral votes and the projected number for the gop candidate sorry dems it just seemed easier that way. the projected number is the gop contract times the number o...
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please note todays edition of the linkfest is earlier and shorter than normal. high yield bonds have rallied of late. bespoke investment group crossing wall street the pursuit of fake alpha has created any number of problems. big picture a deadly pattern among some of the best traders is to channel achievement motivation into trading more. traderfeed why does barrons continue printing the citig...
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by samuel arbesman and steven strogatz via eddy elfenbeinthe real surprise is when the record was set. our analysis reveals that 1941 was one of the least likely seasons for such an epic streak to occur.figure 2 shows the number of times out of 10000 simulations that the longest streak occurred in a particular year. the likeliest time for the longest streak to have occurred was in the 19th century...
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marswrigleyberkshire. wsj.com ft alphaville crossing wall street footnoted.org david einhorn is becoming a highprofile face for the hedge fund industry. wsj.com investors are pulling money from the big mutual fund families. naked capitalism expect more fundamentallymanaged 13030 strategies. all about alpha complacency and a slew of bullish fund managers. floyd norris big picture bringing big ...
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now you have yet another grocery store to shop at and it looks really nice. safeway and giant better step up their games does anyone know how harris teeter compares with whole foods price wise right now i do my main grocery shopping at trader joes in west end and giant in columbia heights with a little bit of whole foods mixed in after i forget how expensive it is. check out these pics here and ...
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hedge fund assets grew 27 in 2007. wsj.com the state of the hedge fund industry. information arbitrage the highest paid hedge fund managers. alpha the trades that made the ten most successful hedge fund managers. deal journal how much is too much for these managers dealbook a big name in venture capital is purportedly venturing into the world of hedge funds. thedeal.com options prices imply ...
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back in january eddy elfenbein did the math on a not the flat tax intending to determine what sort of rate it would take to come up with the same level of revenue. his numbers are based on a cbo report on historical tax rates link to pdf file released last year. the most recent data points are for 2005 for which mr elfenbein calculates that the same overall tax burden on the populace would have...
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a rough first quarter for hedge funds and now some funds are making it harder to exit. wsj.com ibid banks are now able to exit leveraged loans but at a price. wsj.com private equity loves 3month libor. going private so how much is apollo worth dealbook ibid style drift in the world of private equity. prince of wall street wilbur ross is eyeing banks and thrifts. reportonbusiness.com fundamen...
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we tried to edit it down but for whatever reason todays linkfest is longer than usual. we hope you enjoy the entire thing. distressed asset investors are stepping up to the leveraged loan plate. wsj.com nytimes.com do not expect a big lbo for at least a year. naked capitalism apollo management lp will pursue distressed assets and an ipo. wsj.com dealbook arent hedge funds supposed to benefit ...
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eddy elfenbein submits a few weeks ago i wrote a post criticizing the fear that something must be done to counteract investment bubbles. i said that one of the problems is how do we even know if were in a bubble i wrotecomplete story......
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