MarketFolly.com
10-22-2010, 07:30 AM
Blackstone's Steve Schwarzman talks about his worst loss (http://dealbreaker.com/2010/10/steve-schwarzman-is-still-upset-about-the-time-he-lost-money-on-a-deal-twenty-four-years-ago/) [Dealbreaker]
John Paulson lowers Bank of America (BAC) EPS estimates (http://blogs.forbes.com/teribuhl/2010/10/21/john-paulson-lowers-long-term-bank-of-america-view/) [Teri Buhl, Forbes]
An interview with Whitney Tilson of T2 Partners (http://www.benzinga.com/life/movers-shakers/10/10/514683/searching-for-value-in-the-stock-market-part-1-interview-with-whitn) [Benzinga]
Cautionary signs in the market (http://classic.abnormalreturns.com/monday-screencast-cautionary-signs/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+abnormalreturns+%28Abnormal+Ret urns%29) [Abnormal Returns]
Bank of America woes haven't put John Paulson's trade in the red (http://blogs.forbes.com/teribuhl/2010/10/19/bank-of-america-woes-havent-put-paulson-trade-in-the-red/) [Teri Buhl, Forbes]
Activist investing picks up via Ackman & Icahn (http://money.cnn.com/2010/10/20/markets/jcpenney_lionsgate_mgm/index.htm) [CNNMoney]
Harrah's files for IPO (http://www.distressed-debt-investing.com/2010/10/harrahs-files-for-ipo-het.html) (HET) [DistressedDebtInvesting]
An interview with Eric Sprott (http://www.businessinsider.com/eric-sprott-keynesianism-2010-10) [Business Insider]
Noble (NE) impacted by moratorium but worst may have passed (http://www.rationalwalk.com/?p=10015&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+TheRationalWalkFeed+%28The+Rati onal+Walk%29) [Rational Walk]
Paul Tudor Jones says price limits are needed (http://www.businessweek.com/news/2010-10-18/tudor-s-jones-says-crash-shows-need-for-price-limits.html) [BusinessWeek]
For-profit education stocks worth monitoring during government reform (http://www.peridotcapitalist.com/2010/10/for-profit-education-stocks-worth-monitoring-even-as-government-implements-reforms.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+PeridotCapitalist+%28peridotcap italist+dot+com%29) [Peridot Capitalist]
Why dividend stocks might be riskier than you think (http://www.businessinsider.com/the-case-against-dividend-stocks-2010-10) [Business Insider]
Copper loses its PhD & set for a stumble (http://www.tradersnarrative.com/copper-loses-its-phd-moniker-is-set-for-a-stumble-4912.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+TradersNarrative+%28Trader%27s+ Narrative%29) [Trader's Narrative]
Reasons for optimism: equity thoughts & forecast for Q4 (http://www.tradersnarrative.com/reasons-for-optimism-equity-thoughts-and-forecasts-for-q4-2010-4875.html) [Trader's Narrative]
How to tell when the CEO is full of it (http://www.pehub.com/85917/how-to-tell-when-the-ceo-is-full-of-it/) [peHUB]
Lone Pine's Stephen Mandel seeds another hedge fund manager (http://www.hfalert.com/headlines.php?hid=73929) [HFAlert]https://blogger.googleusercontent.com/tracker/5975869446501122263-7092274609733404824?l=www.marketfolly.com
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More... (http://feedproxy.google.com/~r/MarketFolly/~3/WTKitdVnIqw/what-were-reading-102210.html)
John Paulson lowers Bank of America (BAC) EPS estimates (http://blogs.forbes.com/teribuhl/2010/10/21/john-paulson-lowers-long-term-bank-of-america-view/) [Teri Buhl, Forbes]
An interview with Whitney Tilson of T2 Partners (http://www.benzinga.com/life/movers-shakers/10/10/514683/searching-for-value-in-the-stock-market-part-1-interview-with-whitn) [Benzinga]
Cautionary signs in the market (http://classic.abnormalreturns.com/monday-screencast-cautionary-signs/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+abnormalreturns+%28Abnormal+Ret urns%29) [Abnormal Returns]
Bank of America woes haven't put John Paulson's trade in the red (http://blogs.forbes.com/teribuhl/2010/10/19/bank-of-america-woes-havent-put-paulson-trade-in-the-red/) [Teri Buhl, Forbes]
Activist investing picks up via Ackman & Icahn (http://money.cnn.com/2010/10/20/markets/jcpenney_lionsgate_mgm/index.htm) [CNNMoney]
Harrah's files for IPO (http://www.distressed-debt-investing.com/2010/10/harrahs-files-for-ipo-het.html) (HET) [DistressedDebtInvesting]
An interview with Eric Sprott (http://www.businessinsider.com/eric-sprott-keynesianism-2010-10) [Business Insider]
Noble (NE) impacted by moratorium but worst may have passed (http://www.rationalwalk.com/?p=10015&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+TheRationalWalkFeed+%28The+Rati onal+Walk%29) [Rational Walk]
Paul Tudor Jones says price limits are needed (http://www.businessweek.com/news/2010-10-18/tudor-s-jones-says-crash-shows-need-for-price-limits.html) [BusinessWeek]
For-profit education stocks worth monitoring during government reform (http://www.peridotcapitalist.com/2010/10/for-profit-education-stocks-worth-monitoring-even-as-government-implements-reforms.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+PeridotCapitalist+%28peridotcap italist+dot+com%29) [Peridot Capitalist]
Why dividend stocks might be riskier than you think (http://www.businessinsider.com/the-case-against-dividend-stocks-2010-10) [Business Insider]
Copper loses its PhD & set for a stumble (http://www.tradersnarrative.com/copper-loses-its-phd-moniker-is-set-for-a-stumble-4912.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+TradersNarrative+%28Trader%27s+ Narrative%29) [Trader's Narrative]
Reasons for optimism: equity thoughts & forecast for Q4 (http://www.tradersnarrative.com/reasons-for-optimism-equity-thoughts-and-forecasts-for-q4-2010-4875.html) [Trader's Narrative]
How to tell when the CEO is full of it (http://www.pehub.com/85917/how-to-tell-when-the-ceo-is-full-of-it/) [peHUB]
Lone Pine's Stephen Mandel seeds another hedge fund manager (http://www.hfalert.com/headlines.php?hid=73929) [HFAlert]https://blogger.googleusercontent.com/tracker/5975869446501122263-7092274609733404824?l=www.marketfolly.com
http://feeds.feedburner.com/~ff/MarketFolly?d=yIl2AUoC8zA (http://feeds.feedburner.com/~ff/MarketFolly?a=WTKitdVnIqw:-yS48EuuaRE:yIl2AUoC8zA) http://feeds.feedburner.com/~ff/MarketFolly?d=7Q72WNTAKBA (http://feeds.feedburner.com/~ff/MarketFolly?a=WTKitdVnIqw:-yS48EuuaRE:7Q72WNTAKBA) http://feeds.feedburner.com/~ff/MarketFolly?i=WTKitdVnIqw:-yS48EuuaRE:gIN9vFwOqvQ (http://feeds.feedburner.com/~ff/MarketFolly?a=WTKitdVnIqw:-yS48EuuaRE:gIN9vFwOqvQ) http://feeds.feedburner.com/~ff/MarketFolly?i=WTKitdVnIqw:-yS48EuuaRE:V_sGLiPBpWU (http://feeds.feedburner.com/~ff/MarketFolly?a=WTKitdVnIqw:-yS48EuuaRE:V_sGLiPBpWU)
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