Category: Daily
124 Posts
POSTED ON December 14, 2012 BY Tommy Humphreys

The Top Five Career Regrets. Harvard Business Review If you don’t know where you’re going, any road will take you there. ♫ Outrageous HSBC Settlement Proves the Drug War is a Joke. Rolling Stone China Had Its Best Day In Years Last Night. Business Insider The Dumbest Thing You’ll Hear All Day. Reformed Broker The transparent DealBook conference. Reuters … Continue Reading

POSTED ON December 13, 2012 BY Tommy Humphreys

“The price of gold and the U.S. stock market will both hit record highs in 2013, contend forecasters at Merrill Lynch.’ Merril ‘unapologetically bullish’ for 2013. Globe and Mail Blankfein, Dalio, Schwarzman, Rubenstein, Krugman + Commentary. Live Blog: DealBook’s Post-Election Conference. NYTimes “The “expected and therefore fully priced in” excuse for an unchanged market does not work.” El-Erian: Historic… Continue Reading

POSTED ON December 12, 2012 BY Tommy Humphreys

Fed Expands Asset Buying, Links Rates to Joblessness, Prices. Bloomberg “One of the most mysterious market phenomena is momentum – the tendency for fast-rising stocks to keep going up. How come such an obvious market anomaly is not arbitraged away?” The financial system: Market failure. Economist “The Chinese are hardworking, literate, relatively obedient and totally obsessed… Continue Reading

POSTED ON December 11, 2012 BY Tommy Humphreys

FRONT RUN THE FED! “It’s going to be massive and open-ended in size.” Fed Seen Pumping Up Assets to $4 Trillion in New Buying. Bloomberg Joe Wiesenthal Interviews Jan Hatzius. Goldman’s Top Economist Explains The World’s Most Important Chart, And His Big Call For The US Economy. Business Insider Swashbucklers Transformed, and Now Much Tamer. Dealbook

POSTED ON December 10, 2012 BY Tommy Humphreys

Haywood Securities initiates coverage of Petroamerica Oil Corp. (C:PTA) with a Sector Outperform rating and a price target of C$0.55. Read our coverage of PTA, and do your own due diligence. Petroamerica Representations of value, or the unexpected double history of banking and the art world. Gold, Golden, Gilden, Glittering. Believer “No money EVER gets made in meetings.” How I… Continue Reading

POSTED ON December 07, 2012 BY Tommy Humphreys

Life is unfair. The Gospel of Wealth Fails the Inequity Test in Primates. Scientific American Shots fired… Taibbi vs. Carney. “What the banking system really needs is a guy who will step in and force bankers to go back to being boring, risk-averse drips who lend businesses money to buy new equipment or fleets of trucks… Continue Reading

POSTED ON December 06, 2012 BY Tommy Humphreys

“The lies are screaming to the heavens.” Dan Gertler Earns Billions as Mine Deals Leave Congo Poorest Nation. Bloomberg “With commodity-supply constraints easing, Chinese growth slowing and producer-company returns normalizing,” it is tempting to say the super-cycle is over, Currie wrote. “Current developments are simply the next phase of a commodity-investment cycle that began in… Continue Reading

POSTED ON December 05, 2012 BY Tommy Humphreys

“We lower our 3-, 6- and 12-mo gold price forecasts to $1,825/toz, $1,805/toz and $1,800/toz and introduce a $1,750/toz 2014 forecast.” Gold cycle set to turn on improving US recovery. Goldman Sachs “He completely lost the narrative,” one investor told us. “It was obvious the ECB would not let that happen.” Paulson Said to Blame Bet Against… Continue Reading

POSTED ON December 04, 2012 BY Tommy Humphreys

Bill Gross: We may need at least a decade for the healing. Strawberry Fields – Forever? PIMCO “If somebody bought Berkshire Hathaway in 1965 and they held it, they made a great investment — and their broker would have starved to death.” For Buffett, the Long Run Still Trumps the Quick Return. Dealbook At long last, an operator CEO. Incoming… Continue Reading

POSTED ON December 03, 2012 BY Tommy Humphreys

Ambrose Evans-Pritchard: “We may find that the supercycle is still in rude good health next year as China cranks up construction again, and America turns the corner.” The world’s commodity supercycle is far from dead. Telegraph Josh Brown: “The stupidity of having such an obviously unbalanced economy is the more important discussion we should be having right now. The… Continue Reading

POSTED ON December 01, 2012 BY Tommy Humphreys

Goldman: The Economic Crisis Ends In 2013. Business Insider Popular Delusions: The bull case for safe havens. The Big Picture Of warplanes, the homeless, teachers’ unions, oil, drugs, immigration and monetary policy. National Post Norway Wealth Fund to Spend $11B Adding U.S. Real Estate. Bloomberg Could Fine Art And Collectibles Become A New Asset Class? Forbes The… Continue Reading

POSTED ON November 30, 2012 BY Tommy Humphreys

“We would urge you to keep faith.” A $10 Trillion Bet on China and India. HBR “Placement of op-eds is a standard part of the influence game, but it’s rare for readers ever to find out who is behind the curtain.” From Russia With PR. ProPublica Bond Investor Gundlach Buys Stocks, Sees ‘Kaboom’ Ahead. Bloomberg Will First Quantum launch… Continue Reading

POSTED ON November 29, 2012 BY Tommy Humphreys

“While the eurozone as a whole is roughly in trade balance, the EMU regime of austerity in the South without offsetting stimulus in the North is creating a contractinary bias, holding back global recovery.” Germany displaces China as US Treasury’s currency villain. Telegraph Gold Falls Just 1.3% Despite Massive, Odd 3.5 Million Ounce Sell Orders. ZeroHedge “Some people… Continue Reading

POSTED ON November 27, 2012 BY Tommy Humphreys

American financiers on the offer. Private-Equity Managers Make Moves as Tax Increases Near. Bloomberg Somali pirates buying condos? “When tremendous global wealth and economic uncertainty exist side by side, the remote nature of these markets is attractive to both illicit wealth and to rich buyers, many of whom favour authenticity and exclusivity over luxury and grandiosity.” The World’s Most… Continue Reading

POSTED ON November 26, 2012 BY Tommy Humphreys

Q: Why are women so hard to figure out? A: Who’s trying to figure them out? I think we just need to love them. Q&A with Mikhail Prokhorov. NYPost “Never did anyone mention taxes as a reason to forgo an investment opportunity that I offered.” Warren Buffet: A Minimum Tax For The Wealthy. NYTimes 3D printing machines: a digital description… Continue Reading

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