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rffrydr
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 Posted: Thu Jan 05, 2012 7:32 pm Post subject: |
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Missed it, missed it but never has to kiss it. The latest from Meredith:
http://media.bloomberg.com/bb/avfile/vKfnRCAv0S4U.mp3
There is a distinct change of tone here. Distinct. Listen for the word "buy" connected with some certain banks; listen for "market got more whacked than banks got whacked" re Europe. --And Goldman buy early this year ended up hanging her by petard! It's not easy this guru biz--but press will let her fade away rather than getting on her case.
However, gently called to task for giant Muni fail she takes refuge in State bailouts (yup, that's part of the govt's privilege, Mary and why they're not just another bond) and says things are still precarious and getting more-so in this "space." After my contempt back then I'm now inclined to bend a little: after all the hell of the last sixteen months (including her own inspired flushout) munis have been top performer as they continue to pay, a couple BKs just proving the trend. There'll be unexpected trouble in this now bubble.
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rffrydr
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| Posted: Tue Apr 12, 2011 8:58 am Post subject: |
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The Guru's lot is never a win-win!
No Apologies
By Jim Cramer
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| Quote: | | When you have a red-hot stock like OpenTable and you ride it through a high-velocity move to the point where it has gone up appreciably over a very short period of time, you will not be able to live with yourself if you don't take something off the table. But when someone says to "wait for a pullback to buy it" because it could head lower and "it is not a good entry point," that's not a sign that OpenTable is "bad" or that it is going to be stopped by "competition" or that somehow it has lost its way. In fact, it is a statement of the obvious and should bewilder no one. Sometimes great stocks exceed their speed limits and go higher than they can maintain. That's when it is good to do some selling. Now that we are in a selling squall, it... |
Maybe we get the oracles we deserve.
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rffrydr
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| Posted: Tue Feb 08, 2011 10:58 am Post subject: |
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One thing to lay into the banks; another, the states. Whitney getting called to congressional task--which she declines:
| Quote: | “This isn’t a gotcha thing, but she’s going to be part of the hearing, whether or not she participates,” he said. “If she doesn’t want to come forward in a venue like this, that makes a statement.”
Ms. Whitney has not been shy about making statements in the past, whether it was delivering bold predictions about unemployment or dressing up as Paris Hilton for her firm’s Halloween party. |
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rffrydr
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| Posted: Sun Dec 26, 2010 10:23 am Post subject: |
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| Quote: | | But broader forces are also at play. Nearly 30 years ago, Sherwin Rosen, an economist from the University of Chicago, proposed an elegant theory to explain the general pattern. In an article entitled “The Economics of Superstars,” he argued that technological changes would allow the best performers in a given field to serve a bigger market and thus reap a greater share of its revenue. But this would also reduce the spoils available to the less gifted in the business. |
http://www.nytimes.com/2010/12/26/business/26excerpt.html?_r=1&hp
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rffrydr
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rffrydr
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| Posted: Tue Jun 15, 2010 1:22 pm Post subject: |
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El Erian and Roubini team up in a conversation supposedly contrasting "new normal" to "double-dip." So much for that. Interesting couple of bullish points sneak out: El Erian brings up a key Pimco debate, Japan, world's #2 economy in 1989 drops out and.....boom. He attributes it to productivity restructure. That is a highly debatable point and one which I highly disagree with. Remember the "paperless office."? Also see posts here regarding "Multi-tasking." Is Nucor the proof? Maybe. Also maybe the counter-example: it's no longer a "producer," it's a recycler. Secondly, while El Arian believes we're at the point of fiscal self-righteousness Roubini doesn't even consider this. It's fiscal full steam ahead.
http://www.cnbc.com/id/15840232?video=1522467300&play=1
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rffrydr
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| Posted: Mon Jun 14, 2010 2:53 pm Post subject: |
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Meredith taking advantage of eurosclerosis to get off her Citi/Wells sell.
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rffrydr
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| Posted: Sun Apr 25, 2010 8:26 am Post subject: |
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With his Memoirs of U.S. Grant marking the the birth of modern publishing this "Self-made" man was already well into the cycle:
http://www.nytimes.com/2010/04/25/opinion/25wolfe.html?hp
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“The Celebrated Jumping Frog of Calaveras County” was first published not in The Alta California, but in a New York weekly, The Saturday Press, on Nov. 18, 1865, then reprinted all over the country. |
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rffrydr
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| Posted: Mon Apr 19, 2010 1:48 pm Post subject: |
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Whitney....and, yes, Roubini thereafter on CNBC today.
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rffrydr
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| Posted: Wed Mar 31, 2010 5:53 am Post subject: |
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Roubini taking a knock at CHINA to underscore our weaknessness. I'm with him on that first one: "it may take 20-30years but we should get used to it."
http://www.bloomberg.com/apps/news?pid=20601087&sid=aw5Yolv5K.hE&pos=6
Probably the original believers have not yet faced that optimism.
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rffrydr
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rffrydr
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| Posted: Thu Sep 10, 2009 8:42 am Post subject: |
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Whitney's got a big but: Goldman
http://www.cnbc.com/id/32773345
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rffrydr
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rffrydr
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rffrydr
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