Monday, April 30, 2012

Hall Of Shame

This 2008 Morgan Stanley research report recommends overweighting Lehman Brothers. Enjoy.

http://www.jenner.com/lehman/docs/frbny/FRBNY%20to%20Exam.%20027135-027158.pdf

My Kind Of Town

Friday, April 27, 2012

Same As The Old Boss

Hard work, taking care of clients and following the rules meant losing everything.   

http://www.businessinsider.com/kevin-cronan-goes-from-currency-trading-to-starbucks-2012-4

Thursday, April 26, 2012

Gold Standard

Zero Hedge has some choice words for the current direction of Federal Reserve.

http://www.zerohedge.com/news/must-read-jim-grant-crucifies-fed-explains-why-gold-standard-best-option

Delayed Gratification

Did he say reputation will determine CEO pay? Well, It’s hard to fall off the floor.

http://www.bloomberg.com/news/2012-04-23/ubs-chairman-says-bank-s-reputation-will-play-role-in-ceo-s-pay.html

Wednesday, April 25, 2012

Danger, Will Robinson!

When The Levee Breaks

According to these experts, housing has finally hit bottom.  We remain unconvinced.

http://www.bloomberg.com/news/2012-04-25/housing-declared-bottoming-in-u-s-.html

Tuesday, April 24, 2012

Ready, Shoot, Aim

Lack of a defined career path no longer attractive to top recruits, who knew.   

http://www.investmentnews.com/article/20120422/REG/304229964/-1/INIssueAlert01

Monday, April 23, 2012

Mission Impossible

According to Smart Money, these funds have outgrown their ability to generate alpha.

http://www.smartmoney.com/invest/mutual-funds/mutual-funds-that-are-too-big-to-succeed-1334334283068/

White Elephant

This just in, interest rates can only go up from here.  

http://www.businessinsider.com/zirp-to-2015-2012-4

Thursday, April 19, 2012

Faustian Bargain

Current legislative policies are pushing the economy towards the point of no return, it may already be too late.

http://www.financialsense.com/contributors/terry-coxon/how-long-before-america-hits-the-wall

The Straw Man

Throwing rocks at oil speculators won’t save you any money at the pump.

http://www.bloomberg.com/news/2012-04-17/scapegoating-oil-speculators-won-t-ease-pain-at-the-pump.html

Wednesday, April 18, 2012

Size Matters

The 5 largest banks now control assets equal to 56% of the U.S. economy. Fail, too big.

http://www.bloomberg.com/news/2012-04-16/obama-bid-to-end-too-big-to-fail-undercut-as-banks-grow.html

Tuesday, April 17, 2012

The Thrill Is Gone

Merchants pushed to the brink, as Daily Deals no longer holding the interest of consumers.

http://blogs.constantcontact.com/product-blogs/social-media-marketing/local-deals-infographic/

The Road Less Traveled

The Scuderi Group takes engine performance to new levels, electric vehicles are now on borrowed time.

http://www.greencarreports.com/news/1074840_65-mpg-split-cycle-the-next-direction-for-gasoline-engines

Monday, April 16, 2012

Honor Among Thieves

Honor isn’t typically associated with Wall Street bad actors, and we still see very little culture change.

http://www.bloomberg.com/news/2012-04-15/gorman-s-lonely-quest-to-save-wall-street-s-honor.html

Friday, April 13, 2012

Thursday, April 12, 2012

Riders On The Storm

This should sound familiar to IQ readers, bonds are a fool’s errand for the foreseeable future.

http://www.investmentnews.com/article/20120411/FREE/120419981#

Tuesday, April 10, 2012

Frontier Justice

Merrill loses big in another deferred compensation case, that’s good news for brokers.

http://www.investmentnews.com/article/20120408/REG/304089983/-1/INIssueAlert01

Monday, April 9, 2012

Absolute Zero

James Altucher thinks Google is headed for trouble. Bet against GOOG at your own risk.

http://wallstcheatsheet.com/stocks/exclusive-james-altucher-defends-his-controversial-google-call.html/

Wednesday, April 4, 2012

Full Frontal

Fusion colleague Josh Brown discusses his new book, Backstage Wall Street, with Forbes.

http://www.forbes.com/sites/halahtouryalai/2012/04/03/backstage-wall-street-heres-whats-really-happening-behind-the-scenes/

It's Complicated

Tuesday, April 3, 2012

Destination Unknown

Bill Gross comments on inflation and delivering alpha in a low interest rate environment.

http://www.investmentnews.com/article/20120403/FREE/120409987&issuedate=20120403&sid=INTEL

Monday, April 2, 2012

The Old Man And The S&P

It should be noted, the average investor can’t buy entire companies.

http://can-turtles-fly.blogspot.com/2011/12/warren-buffetts-evolution-and-his-three.html