Ackman's JCP presentation from the other day ... http://www.scribd.com/doc/94429141/Bill-Ackman-s-Ira-Sohn-JCP-Presentation
Don't own IBM and have never said a word about WMT's divvie with respect to the S&P at large. I'm not sure why it's even relevant. I lose track...
Michael Platt on JPM (where's martin?). BlueCrest was on the other side of the trades and he says bigger losses are coming if Europe continues to...
WMT at 10-year high just a couple of weeks after the idiotic Mexican bribery thing. It's the difference between a mainstream media, trumped-up...
Of course. it's always been about this. Political and bureaucratic power. Greece can walk away and the country will be just fine in 18 months. The...
Gundlach trade of the decade: Buy Nat Gas/Short Apple Trade #2: Buy Apple/Short FB
If you're such a smart guy (and apparently you had the exact price movement in JCPenney over the past few months mapped out before it happened),...
NFLX getting Tilsoned, about to go red on the year. :p
http://www.ft.com/intl/cms/s/0/8ef035de-a043-11e1-88e6-00144feabdc0.html#axzz1v28NaH2c LTCM indeed. I'm lifting my odds of Dimon not...
LTCM ... Long Term Capital Morgan http://www.zerohedge.com/news/so-how-are-jpms-prop-counterparties-faring :p :D :p
Yeah, but they expire in June and time value was going to become an issue. One up day of 1% would be enough to destroy their value. While I was...
Gonna cover my SPY puts into the close. The market is getting ridiculously oversold and these puppies have done their job well.
Also keeping me up at night, but I'm not sure which ones he's talking about. NLY has traded in the same price range and roughly same yield...
It's a silly survey. What would you have them say? You left out the most important part which is the rush into dividend stocks. Definitely...
There is no research other than the fact that Ackman and Tilson (Ackman's little poodle, $300M AUM lol) like it. Toss in a heavy dose of arrogance...
Jim Grant had a very bullish, very persuasive presentation on New Gold last night. +6.9% today.
https://twitter.com/#!/TradeDesk_Steve/status/202785477504401408
China, ugly. http://ftalphaville.ft.com/blog/2012/05/16/1002681/why-chinas-rmb-exodus-is-the-story/?utm_source=dlvr.it&utm_medium=twitter
China, ugly. May prove to be far bigger news than Europe (hurtling towards fiscal union, IMO)....
If all you have is a hammer, everything looks like a nail.
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