10 Tuesday AM Reads
Posted By Barry Ritholtz On November 20, 2012 @ 10:00 am In Financial Press | Comments Disabled
A rich brew of my morning reading material. (Breathe deeply the dark roasted links and caffeinated aroma!):
• S&P 500 in Cheapest Bull Market Since Ronald Reagan (Bloomberg [1]) see also Bonds Switch Signals End of Cult of Equity (CNBC [2])
• Day 13: Wall St. Happy With Fiscal Cliff Negotiations, But Skeptics See Photo-Op (The Daily Beast [3])
• Dividends: U.S. Deeper in Recessionary Territory (Political Calculations [4])
• Cuban: What I Really Think About Facebook (Blog Maverick [5])
• Vulture Capitalism Ate Your Twinkies (The Nation [6]) see also Private Equity and Hostess Stumbling Together (DealBook [7])
• Soros Buying Gold as Record Prices Seen on Stimulus (Bloomberg [8])
• Rubio: All Eyez on Him (GQ [9]) see also Why Doesn’t Florida Senator Marco Rubio Know How Old the Earth Is? (Slate [10])
• American manufacturing is coming back. Manufacturing jobs aren’t. (Wonkblog [11])
• September delinquencies skyrocket 7.72%, foreclosure filings decline 20.4%, shadow inventory grows (OC Housing News [12]) see also Zillow expands home search to include shadow inventory (HousingWire [13])
• Cheer up, Papa John’s. Obamacare gave you a good deal. (Washington Post [14])
What are you reading?
U.S. Capex: Beyond the Fiscal Cliff
[15]
Source: BCA Research [16]
Article printed from The Big Picture: http://www.ritholtz.com/blog
URL to article: http://www.ritholtz.com/blog/2012/11/tuesday-am-reads-15/
URLs in this post:
[1] Bloomberg: http://www.bloomberg.com/news/2012-11-18/s-p-500-in-cheapest-bull-market-since-reagan-trade-26-from-peak.html
[2] CNBC: http://www.cnbc.com/id/49896253
[3] The Daily Beast: http://www.thedailybeast.com/articles/2012/11/19/day-13-wall-st-happy-with-fiscal-cliff-negotiations-but-skeptics-see-photo-op.html
[4] Political Calculations: http://politicalcalculations.blogspot.com/2012/11/dividends-us-deeper-in-recessionary.html#.UKuOLYasCRp
[5] Blog Maverick: http://blogmaverick.com/2012/11/19/what-i-really-think-about-facebook/
[6] The Nation: http://www.thenation.com/blog/171331/vulture-capitalism-ate-your-twinkies#
[7] DealBook: http://dealbook.nytimes.com/2012/11/19/private-equity-and-hostess-stumbling-together/?ref=business
[8] Bloomberg: http://www.bloomberg.com/news/2012-11-20/soros-buying-gold-as-record-prices-seen-on-stimulus-commodities.html
[9] GQ: http://www.gq.com/news-politics/politics/201212/marco-rubio-interview-gq-december-2012?printable=true
[10] Slate: http://www.slate.com/blogs/bad_astronomy/2012/11/19/florida_senator_marco_rubio_the_age_of_the_earth_is_a_great_mystery.html
[11] Wonkblog: http://www.washingtonpost.com/blogs/wonkblog/wp/2012/11/19/american-manufacturing-is-coming-back-manufacturing-jobs-arent/
[12] OC Housing News: http://ochousingnews.com/news/september-delinquencies-skyrocket-7-72-foreclosure-filings-decline-20-4-shadow-inventory-grows
[13] HousingWire: http://www.housingwire.com/content/zillow-expands-home-search-includes-pre-market-inventory
[14] Washington Post: http://www.washingtonpost.com/blogs/wonkblog/wp/2012/11/19/cheer-up-papa-johns-obamacare-gave-you-a-good-deal/
[15] Image: http://www.ritholtz.com/blog/wp-content/uploads/2012/11/tuesday-am.jpg
[16] BCA Research: http://blog.bcaresearch.com/us-capex-beyond-the-fiscal-cliff
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