Showing posts with label Bloomberg. Show all posts
Showing posts with label Bloomberg. Show all posts

Tuesday, December 25, 2012

Felix Baumgartner's incredible space jump

Felix Baumgartner has completed a jump from a balloon 128,000 feet above New Mexico. He reached a top speed of 833.9 miles per hour. He deployed his parachute after falling for four minutes and landed just under ten minutes after jumping.

Stein: Static Rates Would Be `Highly Unusual'

Gabriel Stein, founder of Stein Brothers, discusses interest rates and fiscal policy.

Streible: Silver is #1 Commodity Pick of 2013

RJ O'Brien & Associates Senior Commodity Broker Phil Streible explains why he thinks silver will be the number one commodity pick for 2013

Morganlander: Global Growth Dead in the Water

Stifel Nicolaus Portfolio Manager Chad Morganlander sees a choppy first half in 2013, but second half growth could surprise to the upside and even reach "escape velocity."

Ryan Morris: 28-Year-Old Activist Investor

Ryan Morris launched Meson Capital Partners in Feb 2009 with $50K. He invested 40% of the fund in 3 companies and was up 753% gross for the year. In 2010, Whitney Tilson and Zeke Ashton of Centaur Capital Partners became seed investors, but Morris struggled and evolved into an activist investor knowing that he couldn't count on 2009-type market opportunities, and needed a more durable advantage.

Morris currently has 33 investors and $15M AUM.

Activist situations he has been involved in include HearUSA, InfuSystem, Pinnacle Airlines, and Lucas Energy.

See full article in Businessweek: Ryan Morris, 28-Year-Old Activist Investor

Howard Davidowitz on Holiday Sales, Economy

Retail sales are a "train wreck." Autos and homes are doing well, but are vulnerable.

Thursday, December 20, 2012

Nate Silver on US Gun Control Laws, Statistics

Saxo Bank's `10 Outrageous Predictions' for 2013

Steen Jakobsen, chief economist at Saxo Bank, talks about his "outrageous predictions" for the global economy and financial markets in 2013

10 Outrageous Predictions
1. DAX plunges 33 percent to 5,000
2. Nationalisation of major Japanese electronics companies
3. Soybeans to rise by 50 percent
4. Gold corrects to $1200 per ounce
5. WTI crude hits $50
6. USDJPY heads to 60
7. Hong Kong unpegs HKD from USD – re-pegs to RMB
8. EURCHF breaks peg, touches 0.95
9. Spain takes one step closer to default as interest rates rise to 10%
10. 30-year US yield doubles in 2013

Gary Shilling on Treasuries, U.S. Economy, Budget

Whalen: Banks Are Becoming Dividend Plays

Bill Ackman tears into Herbalife

The biggest news of the day. Ackman skewers into Herbalife at Ira Sohn, calling it a  "pyramid scheme." He is short over $1B (over 20M shares). It's the second "Big Short" in his career after MBIA. He claims he did not share his views with his tag team buddy Einhorn, which we doubt very seriously.

Monday, December 10, 2012

Goldman Analyst: Fixed-Income Not a Bubble

Jonathan Beinner, head of global fixed income at Goldman Sachs Asset Management, talks about global credit markets and investment strategy. He speaks with Erik Schatzker and Stephanie Ruhle on Bloomberg Television's "Market Makers." Clifford Asness, co-founder and managing principal of AQR Capital Management LLC, also speaks

AQR's Asness on Investment Strategy

Alan "Ace" Greenberg on Bloomberg

Alan "Ace" Greenberg, vice chairman emeritus at JPMorgan Asset Management, talks about investment strategy, the outlook for the U.S. economy and the impact of regulation on the banking industry.

John Bailey (Spruce) on Investment Strategy

John Bailey, founder and chief executive officer of Spruce Private Investors LLC, talks about investor sentiment and strategy.