Posts filed under “Analysts”

Dopey Cowboy’s Broker Wars

This might be a little “inside baseball” for readers who don’t work on a trading desk, but the Dopey Cowboy has a great take on Institutional trading at Broker Wars.

Here are my favorite riffs on

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The full run of amusing logos can be found at the Dopey Cowboy

Category: Analysts, Humor, Trading

Surprisingly Strong Q4 2010 Revenues

One of the knocks on last year’s earnings was that it was cost cutting was driving profitibility — not organic revenue growth. The recovery could not turn into an expansion, we were told, without solid revenue gains. Earnings may have surpassed Wall Street expectations for seven straight quarters, but sales have trailed forecasts since 2008….Read More

Category: Analysts, Cycles, Data Analysis, Economy

Merrill Lynch’s Horrific Irish Bank Adventures

In Friday’s reading, I mentioned Michael Lewis’s piece in Vanity Fair: When Irish Eyes Are Crying. It is your must read of the weekend. The problems in Ireland makes the woes in Greece look merely like a bounced check. And Ireland’s eejit politicians, FOLLOWING THE ADVICE OF MERRILL LYNCH, turned the entire population of the…Read More

Category: Analysts, Bailouts, Really, really bad calls

Time to Defang Moody’s and S&P

“Fundamental Analysts: You don’t need them in a Bull market, and you don’t want them in a Bear market.” > I started out in this business on a trading desk. The head of trading who trained me was a crusty no bullshit former Marine Jungle Combat Instructor. He was not keen on Fundamental Analysts, and…Read More

Category: Analysts, Bailouts, Regulation

It appears that the web editors at the AEI have been busy. Peter Wallison, currently a member of the Financial Crisis Inquiry Commission, was also the co-director of AEI’s Financial Deregulation Project, along with his co-director, Columbia professor Charles Calomoris. Over at Calomoris’s bio, his status as co-director of AEI’s Financial Deregulation Project is the…Read More

Category: Analysts, Bailouts, Credit, Politics, Real Estate

Yahoo Finance + StockTwits = Message Boards 2.0

Two firms I have more than a passing relationship — Yahoo Finance and StockTwits — have formally announced a deal to place the curated StockTwit content directly onto Yahoo Finance. (I am a regular on Yahoo Finance, and FusionIQ offers several products in the stock twits marketplace). Lets use Google as an example of what…Read More

Category: Analysts, Trading, Web/Tech

Top Economic Forcasters

Here are Bloomberg’s run of Wall Street’s top economic prognosticators. Click to open PDFs • Top Personal Spending Forecasters • Top Unemployment Forecasters • Top GDP Forecasters • Top CPI Forecasters • Top Overall Forecasters Yes, I know that calling someone a top Wall Street’s top economist is like saying they are the skinniest guy…Read More

Category: Analysts

WSJ: Expert Networks = Insider Trading

The WSJ occasionally buries huge stories in its much less read weekend edition; recall the option backdating investigation in 2006. This past weekend was a classic example of this: “Federal authorities, capping a three-year investigation, are preparing insider-trading charges that could ensnare consultants, investment bankers, hedge-fund and mutual-fund traders, and analysts across the nation, according…Read More

Category: Analysts, Legal, M&A

Tight Employers: Frugal or Counter-Productive?

Have a quick look at yesterday’s post: Wedbush: Cheap as a Fox. There was a robust discussion in comments — and the general take that resonated with me was summed up thusly: Being judicious about expenses is one thing, but being ultra cheap can be counter-productive and myopic when you figure in the opportunity costs….Read More

Category: Analysts, Corporate Management, Wages & Income

Home Equity as a Percentage of Household Net Worth

> I frequently find myself disagreeing with Tobias Levkovich of Citigroup. That’s not surprising, given his firm and their investment posture. Where I really part ways is on anything housing related. Levkovich was part of the mainstream herd of strategists who, as the markets topped in October 2007, made the erroneous forecast that Housing would…Read More

Category: Analysts, Real Estate, Really, really bad calls