July 2009
July 28, 2009 –
Since I referenced Grantham's Q1 Letter in my blog post earlier today on the bearish analysis of the economy (Grantham providing a kind of short term bull counter argument), I thought I give a shout out to Grantham's July Letter. In it, he re-affirms his short term forecast of S&P 1000-1100, and prediction of a subsequent pull back to high 800s, which he pegs as the S&P's fair value. He advises a flight to quality in the short term. He ends the letter pegging energy policy as the issue for our culture and economy in the next several years. Enjoy: [more]
July 27, 2009 –
From Zero Hedge's Tyler Durden, borrowing heavily from the work of David Rosenber, Chief Economist & Strategist, Gluskin Sheff + Associates, Inc. [more]
July 22, 2009 –
I'm happy to report that we fixed the bug that we introduced two weeks ago that prevented embedding some links within blog posts. Again, I'm very sorry for the inconvenience this caused and for the delay in delivering the fix. [more]
July 21, 2009 –
Maybe it's just me, but I'm really starting to become an Elizabeth Warren fan. I love how she's taken to You Tube to argue for the CFPA: [more]
July 20, 2009 –
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RELATED TICKERS: GS
Today's Headline contrast Goldman Sachs' Bullish S&P Forecast with the usual Marc Faber Warning of Imminent Financial Collapse: [more]
July 17, 2009 –
As many of you know we track a variety of Wall Street Fund managers and Brokerage Firms. For fund managers, we track their positions via their regular 13F filings. At nottheSEC's request, I agreed to start publishing 13-F updates as the come into CAPS. [more]
July 14, 2009 –
Buffett's comments on the stimulus package last week have received plenty of attention. In case you were on an island, Buffett said the 800 billion stimulus package was like half a tablet of Viagra and then having also a bunch of candy mixed in -- it doesn't have really quite the wallop. [more]
July 09, 2009 –
No, this is not an experiment to see if We Suck (with no punctuation) out recs Alstry Sucks. Instead, this blog post is to acknowledge that we introduced a bug in last night's release that will cause hyperlinks that you enter through our blog editing tool to break. You can paste URLs into your blogs of course. [more]
July 08, 2009 –
For all of you who noticed that our release two weeks ago messed up the Favorites Tab on your My CAPS page, we released a fix with tonight's release. Sorry for the inconvenience! --jk
July 08, 2009 –
Heros are works of fiction, the historical equivalent of airbrushing the photograph of a pockmarked supermodel... As I've been reading the news on Sergy Aleynikov, the Goldman progammer who is alleged to have stolen Goldman Sach's high frequency trading algorithms, I'm impatient to see the "herofication" process begin. [more]
July 02, 2009 –
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RELATED TICKERS: HTZ
, SPR
, JOE
As many of you know we track a variety of Wall Street Fund managers and Brokerage Firms. For fund managers, we track their positions via their regular 13F filings. Last night I decided to check on the details of one of my favorite fund managers, Bruce Berkowitz, of Fairholme, and thought I'd share his Q2 acativity: [more]
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