Comments on: Sell Rating on Brokers http://www.ritholtz.com/blog/2008/06/sell-rating-on-brokers/ Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media Tue, 14 Feb 2012 16:55:10 +0000 hourly 1 http://wordpress.org/?v=3.0.5 By: VennData http://www.ritholtz.com/blog/2008/06/sell-rating-on-brokers/comment-page-1/#comment-90059 VennData Mon, 09 Jun 2008 15:42:29 +0000 http://thebigpicture.dev.wilder.ca/blog/2008/06/sell-rating-on-brokers/#comment-90059 Here's some ratings you can sink your teeth into. http://www.nytimes.com/interactive/2008/06/08/travel/20080608_BALLPARK_GRAPHIC.html I was at the Sox game yesterday and half disagree: they have a decent Polish sandwich from the carts, but the Leinenkugel Summer tasted like blueberry sodapop. To the topic: ...a friend picked up his season tickets from a major firm looking to cut costs. Once they start selling the season tickets, well... a potential indicator? Scanning Craiglist might reveal some interesting buy/sells, unless they deal them to an interested party in the manner my friend fell into his. Here’s some ratings you can sink your teeth into.

http://www.nytimes.com/interactive/2008/06/08/travel/20080608_BALLPARK_GRAPHIC.html

I was at the Sox game yesterday and half disagree: they have a decent Polish sandwich from the carts, but the Leinenkugel Summer tasted like blueberry sodapop.

To the topic:

…a friend picked up his season tickets from a major firm looking to cut costs. Once they start selling the season tickets, well… a potential indicator?

Scanning Craiglist might reveal some interesting buy/sells, unless they deal them to an interested party in the manner my friend fell into his.

]]> By: bonghiteric http://www.ritholtz.com/blog/2008/06/sell-rating-on-brokers/comment-page-1/#comment-90058 bonghiteric Mon, 09 Jun 2008 14:55:45 +0000 http://thebigpicture.dev.wilder.ca/blog/2008/06/sell-rating-on-brokers/#comment-90058 MarcM, Their motivation is that they keep a high-level source(s) inside the company. Trash the company and be seen as piling-on the shorts side and Gasparino is dead to any ranking insider. MarcM,
Their motivation is that they keep a high-level source(s) inside the company. Trash the company and be seen as piling-on the shorts side and Gasparino is dead to any ranking insider.

]]> By: MarcM http://www.ritholtz.com/blog/2008/06/sell-rating-on-brokers/comment-page-1/#comment-90057 MarcM Mon, 09 Jun 2008 14:04:50 +0000 http://thebigpicture.dev.wilder.ca/blog/2008/06/sell-rating-on-brokers/#comment-90057 Fascinating how idiots like Gasparino come out to support companies who leverage to the max in highly volatile securities...who then expect to get bailed out by us poor schmucks. I wonder what's their motivation... Anyways, LEH and all their bandits deserve to get their throats cut. Let them die, a purging is good once in a while. If the Fed is ready to save these bums then they'll surely be ready to save us poor folls, right? Right? Fascinating how idiots like Gasparino come out to support companies who leverage to the max in highly volatile securities…who then expect to get bailed out by us poor schmucks. I wonder what’s their motivation…

Anyways, LEH and all their bandits deserve to get their throats cut. Let them die, a purging is good once in a while. If the Fed is ready to save these bums then they’ll surely be ready to save us poor folls, right? Right?

]]> By: Jim Haygood http://www.ritholtz.com/blog/2008/06/sell-rating-on-brokers/comment-page-1/#comment-90056 Jim Haygood Mon, 09 Jun 2008 13:27:01 +0000 http://thebigpicture.dev.wilder.ca/blog/2008/06/sell-rating-on-brokers/#comment-90056 When you're running 25 to 1 leverage, you'd better have low-default, low-volatility assets capping that monstrous pyramid. RMBS were thought to be such an asset. But the events of the last year have disproven that notion. Does this business model make sense, for any of the companies listed in the table? Or did the competitive pressure of making quarterly earnings push them all into excessive leverage? I vote for the latter ... When you’re running 25 to 1 leverage, you’d better have low-default, low-volatility assets capping that monstrous pyramid. RMBS were thought to be such an asset. But the events of the last year have disproven that notion.

Does this business model make sense, for any of the companies listed in the table? Or did the competitive pressure of making quarterly earnings push them all into excessive leverage?

I vote for the latter …

]]> By: Chief Tomahawk http://www.ritholtz.com/blog/2008/06/sell-rating-on-brokers/comment-page-1/#comment-90055 Chief Tomahawk Mon, 09 Jun 2008 13:25:47 +0000 http://thebigpicture.dev.wilder.ca/blog/2008/06/sell-rating-on-brokers/#comment-90055 How much longer will Mark Faber be able to open his CNBC telecast by saying "From the financial capital of the world"? Already commodities trader Kevin Kerr forsees a shift to Dubai's market. How much longer will Mark Faber be able to open his CNBC telecast by saying “From the financial capital of the world”? Already commodities trader Kevin Kerr forsees a shift to Dubai’s market.

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