Morning Reads

This is what I read to prep for the Bloomberg guest hosting gig today:

• 140 top Twitter(ers) to follow (Time)

• What hedge fund managers know about making money (Marketwatch)
Meet five powerful players who move the global investment markets

• Stocks Shining as Bonds Lose Luster (WSJ)

• UK House prices down in most regions but London higher, says Land Registry (BBCSee also Mortgage Servicers Resist But Cut Debts (WSJ)

• Tsunami Wall of Water Risk Well Known to Engineers, Regulators (Bloomberg)

• Eminem Lawsuit May Raise Pay for Older Artists (NYT)

• Patent Overhaul Gets Close, Draws Opposition (WSJ)

New website: Lemonade: Detroit (“If not cars, then what?”) Exploring the “then what.”

That’s what has been coloring my morning . . .

Category: Financial Press

Will QE2 face a premature death? Don’t bet on it

Following Fed voting member Plosser’s perceived hawkish speech on Friday where he said what to do when the time arrives (whenever that will be) to proceed with an exit strategy, non voting member Bullard on Saturday said “It is still reasonable to review QE2 in the coming meetings, especially this April meeting, and see if…Read More

Category: MacroNotes

Markets at Key Level

I have previously mentioned key levels to watch on various markets. I have been especially watching the S&P500 levels at 1310-15 — and we are right there. Today’s trading is going to be crucial . . .

Category: Markets, Technical Analysis

Guest Hosting Radio: Bloomberg Surveillance 7-10 am

> If you are anywhere near a radio this mornings, I will be the guest hosting “Bloomberg Surveillance” with Tom Keene from 7:00 – 10 am. I will be playing the role of Ken Prewitt ! You can catch it live, or via podcast at Bloomberg or at iTunes. Should be fun . . .

Category: Media

Muni Defaults: Whitney and Roubini

Muni Defaults: Whitney and Roubini David R. Kotok March 26, 2011 http://www.cumber.com/ > “The rule on staying alive as a forecaster is to give ‘em a number or give ‘em a date, but never give ‘em both at once.” –Jane Bryant Quinn, Reader’s Digest, 1 Dec. 1980 > Meredith Whitney broke the rule.  This now…Read More

Category: Fixed Income/Interest Rates, Think Tank

FDIC Bank Failures

Hey, I almost forgot these Chart Store specials: >

Category: Credit, Regulation

New Tech Bubble?

Cool graphic from tomorrow’s NYT: > > Source: Is It a New Tech Bubble? Let’s See if It Pops EVELYN M. RUSLI and VERNE G. KOPYTOFF NYT, March 27, 2011 http://www.nytimes.com/2011/03/28/technology/28bubble.html

Category: Psychology, Technology

Apprenticed Investor: The Folly of Forecasting

Originally published June 2005 > The Folly of Forecasting Barry Ritholtz The Street.com 06/07/05 – 01:05 PM EDT > As a chartered member of the chattering class, I am all too familiar with the “perils of predictions.” Anyone who works in the financial field and speaks to the press eventually gets tagged for a market…Read More

Category: Apprenticed Investor

Bloomberg Game Changers: Twitter

“Bloomberg Game Changers” profiles Twitter co-founders Jack Dorsey, Evan Williams and Biz Stone.

This program features interviews with Twitter Chairman Jack Dorsey; Mike Maples, founder and managing partner of venture capital firm Floodgate; Tim O’Reilly, founder and chief executive officer of O’Reilly Media; Om Malik, founder of GigaOM; Meg Hourihan, co-founder of Blogger.com; Ryan Singel, writer for Wired.com; and Lou Kerner, vice president of Equity Research covering social media and e-commerce, Wedbush Securities. (Source: Bloomberg)

video after the jump

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Category: Video, Web/Tech

Washington’s Blog strives to provide real-time, well-researched and actionable information.  George – the head writer at Washington’s Blog – is a busy professional and a former adjunct professor. ~~~ Just as with the Gulf oil spill – where BP, government spokesmen and mainstream talking heads spewed happy talk about how “benign” the dispersants were and…Read More

Category: Energy, Think Tank