Posts filed under “Financial Press”

My First TV Review

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If you missed last night’s Kudlow & Co., you can see the video here. While readers discussed the pros and cons of the appearance, Dealbreaker actually ran a review of it.

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Kudlow & Co. Appearance (5/14/08) (The Big Picture)

We’ve taken some gentle shots at Barry Ritholtz before, but man, did he
outclass’em on Kudlow last night. Going up a panel of, frankly,
nutjobs, Barry was cool and logical, while the rest were, well, a bit
nutty. The most ridiculous part was when they implied he was a
hypocrite for owning stocks, while also thinking stocks might have
further to fall. That was the point it was obvious that none of them
really managed money before, or really had the slightest clue what he
was talking about. At one point, Don Luskin said: "If your FusionIQ
(the name of Barry’s firm) ever gets to 100, short it." (jerk).

Thanks, guys. I should be only be so lucky as to have such reviews all the time…

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Source
Opening Bell: 5.15.08
Joe Weisenthal,
Dealbreaker, May 15, 2008, 7:08am
http://dealbreaker.com/2008/05/opening_bell_51508.php

Category: Financial Press

Wanna Bet ?

Category: Data Analysis, Economy, Financial Press

Fooling_someEvery now and again, CNBC puts on a superlative show.  Friday morning’s Squawk Box was one of those times when they hit the ball out of the park.

As I was heading out the door to work, I heard David Einhorn of Greenlight Capital begin chatting about shorting stock, soft SEC enforcement, and Allied Capital (ALD). CNBC also announced that William Ackman of Pershing Square Capital was coming on in a while.

Einhorn discussed his presentation at Jim Grant’s conference Private Profits, Socialized Risk as well as his book, Fooling Some of the People All of the Time: A Long Short Story.
   

So before leaving the house, I TiVo’d Squawk, and then headed off to work. I watched the show Friday evening, and it was fantastic.  Watch the videos below and see if you agree.

• The Short & Short of It
Short selling can be good for the markets, with Owen Lamont, DKR
Fusion, David Einhorn, Greenlight Capital and CNBC’s Steve Liesman

click for video

Short_and_short

• Whistle-Blowing pt. 1

Activist investors face challenges convinsing regulators to face the facts, with William Ackman, Pershing Square Capital Management and David Einhorn, Greenlight Capital Management

click for video

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• Whistle-Blowing, 2

click for video

Whistle_blower_2


• Hedging Your Bets

Discussing fraud on Wall St., with David Einhorn, Greenlight Capital Management president

click for video

Hedging_your_bets

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Related

Fooling Some People site
http://foolingsomepeople.com/main/

The Speech
http://foolingsomepeople.com/main/speeches.html

Book:  Fooling Some of the People All of the Time: A Long Short Story

Jim Grant’s conference presentation Private Profits, Socialized Risk

Category: Credit, Derivatives, Financial Press, Video

Is Inflation Really Understated? (No!)

Yesterday, I wrote: “David Leonhardt’s NYT columns are oftentimes insightful and illuminating. Unfortunately, today’s column is not one of those times . . .”  I promised readers (and David) an explanation. Consider this it. First off, I interpreted Leonhardt’s column as really two distinct issues — one psychological, one statistical. He got the first one…Read More

Category: Financial Press, Inflation, Psychology

Inflation? What Inflation? (NYT Edition)

Category: Financial Press, Inflation

Fannie Mae is Fantastic !

Category: Credit, Derivatives, Financial Press, Real Estate

Read It Here First: Murdoch, Ink

Category: Financial Press

Visual News Aggregator

Category: Digital Media, Financial Press, Web/Tech

Challenge for Economists: Positive GDP Recessions

Category: Data Analysis, Economy, Financial Press

Video: Bear Stearns Bailout “Worst Fed Mistake in a Generation”

Category: Derivatives, Federal Reserve, Financial Press