Howard Lindzon interviews Mark Cuban
Could have sworn I posted this StockTwits TV interview with Mark Cuban months ago, but maybe I just retweeted it. In any case, enjoy this laid-back and excellent discussion with the highly visible (and vocal) Mavs owner and entrepreneur.
Entourage guest spots, investing, free agent talks with Lebron, the birth of Broadcast.com and the rise of user-generated web video... it's all here in this interview.
Felix Zulauf interview: storm clouds ahead
FT.com interviews Swiss investor, Felix Zulauf, who sees storm clouds ahead for world markets.
Finviz 1 month futures performance chart
Keeping it short and sweet. Here's a chart snapped earlier today, showing the 1 month relative performance view for futures tracked by Finviz.
Natural gas, silver, and live cattle lead the gainers column. Cocoa, Nikkei, and orange juice futures put in the worst performance over the past month.
Market Forecasts… Does it work?
Sixth-century BC poet Lao Tzu remarked that “those who have knowledge don’t predict” while “those who predict don’t have knowledge”. So if forecasts are so useless, why do we spend so much time making them and reading about them?
Steve Cohen on trading, global macro
If you caught our last post on Steve Cohen's ISI chat with Paul Tudor Jones (coverage courtesy of Dealbook), it's highly likely that you clicked through to read the details of Steven's interview.
Here's one item from that discussion that really grabbed my attention, Steve Cohen talking global macro:
They'll just change the rules
Inflation or deflation ahead?
Why, after the bursting of a massive credit bubble, do losses from defaulted debt go unrecognized? How is that we simply continue to hum right along?
Chris Martenson explains in, "Don't worry, they'll just change the rules":
Jeremy Grantham 3Q letter - Night of the Living Fed
I know everyone's been looking for the recent 3Q 2010 GMO update from Jeremy Grantham, so I thought I'd post the Scribd doc. version here.
Tuck in and enjoy Grantham's macro view of the markets and the economy, from gold and commodities to real estate, stocks, and quantitative easing in, "Night of the Living Fed".
Must hear interview with John Burbank of Passport Capital
Earlier in the week, we posed this question: who are the top global macro investors of today?
Pete Sampras on Winning (IBD)
Nice inspirational article from IBD on Pete Sampras' quest to find his winning edge:
Hazlitt's Economics In One Lesson online
Jeff Watson at Master of the Universe's blog recently posted a Mises Institute video discussion of Henry Hazlitt's classic text, Economics In One Lesson.
Jim Rogers on double dip recession; Greenspan weighs in
Jim Rogers is predicting a new recession in 2012. So sayeth the Telegraph in a brief overview of his recent comments to CNBC:
Features of the week
We've got some great items for you on the economic recovery, the story of the Weimar hyperinflation, strategies and outlook of top-performing hedge funds, and more in this Friday's "Features". Enjoy the links.
1. Top performing hedge funds that dodged the crash & rode market rally back turn gloomy - Bloomberg.
2. BBC interviews Adam Fergusson, author of When Money Dies.
Happy Independence Day! Thoughts on American liberty
Happy Independence Day to all!
You may want to check out these excellent links from our past July 4th post on the Declaration of Independence and the struggle for liberty. You'll note the special emphasis on two leading figures in the cause for American independence, Thomas Jefferson and Thomas Paine.
Interview with Anthony Boeckh: The Great Reflation
Financial Sense Newshour recently interviewed Tony Boeckh, investor and author of a new book entitled, The Great Reflation.
I'd recently heard about Boeckh's new book through Richard Russell, who commented on it in his recent Dow Theory Letters updates. It seems to have drawn quite a few noted admirers, judging by the warm testimonials from Henry Kaufman, Marc Faber, and Barton Biggs (among others).
Are circuit breakers a plunge panacea?
If you were checking in with us on Twitter over the weekend, you probably noticed our search for answers regarding the May 6 market plunge.
Some of our pals were quick to offer up some articles that sought to explain the 1 cent prints and canceled trades that grew out of Thursday's drop. If you'd like to find those, just search for the May 7th tweets on our page.
Life after Blankfein? Goldman scenarios
Wall Street Journal examines the current "what-if" scenarios surrounding Goldman Sachs and its chairman/CEO Lloyd Blankfein.
Here's an excerpt:
Michael Burry explains subprime CDS trade
Michael Burry explains credit default swaps and his subprime short to Scion Capital investors in this November 2006 document shared by Marketfolly:
Pantry Gets a Heads-Up from the Globe
The Pantry just received a mention in a blog that is part of Toronto's Globe and Mail, essentially Canada's version of the Wall Street Journal.
The article, On the Hunt for 'the king of value factors' highlights price to sale ratios. At the top of the list is The Pantry.




