Guest Host: Bloomberg TV with Stephanie Ruhle 10am-12pm

I am guest hosting Market Makers today with the delightful Stephanie Ruhle from 10 am-12 pm.
We will be talking Argentina, IPOs, Tech, and lots of other good stuff.

Check it out here

 

rhule

Category: Media

Well Hedged Predictions

click for original cartoon Source: Medium:

Category: Hedge Funds, Humor, Really, really bad calls, UnGuru

QE Auctions of Treasury Bonds

Category: Bailouts, Federal Reserve, Fixed Income/Interest Rates, Think Tank

10 Monday PM Reads

My afternoon train reads: • Wall Street strategists have been left flat-footed by this year’s gain in the S&P 500 (WSJ) • How Much Can Corporate Sponsors Shape Pension Asset Allocation (Chief Investment Officer) • Gold Bugs Meet Bitcoin Believers to Supplant the Dollar (Bloomberg) • Canada banks tally their tax-compliance tab (WSJ) • Some…Read More

Category: Financial Press

Amazon Fire Phone Review: Full of Gimmicks, Lacking Basics

Source: WSJ

Category: Digital Media, Technology

Where Did All the Bulls Go?

Source: BofA Merrill Lynch, Global Research, Bloomberg   Continues here      

Category: Markets, Sentiment

Rising Rates Unliklely to Kill This Bull Market

One of the oldest rules on Wall Street is, don’t fight the Fed. When the Federal Reserve is cutting rates, you want to be long equities, and when it is tightening, get out of the way. This has been a cause for concern since the Fed began talking of tapering its program of quantitative easing…Read More

Category: Federal Reserve, Fixed Income/Interest Rates, Investing, Markets

10 Monday AM Reads

My morning  train reads (continues here): • 10 things you should know about Ace Greenberg (Reformed Broker) • China H-Shares Enter Bull Market on Stimulus Wagers (Bloomberg) • Why Buy-and-hold investing is impossible (MarketWatch) but see So you’re the world’s greatest trader? Taxes will fix that. (Washington Post) • Benchmark Blues (Streetwise Professor) continues here  …Read More

Category: Financial Press

My Interview with SEC Chair Arthur Levitt on Soundcloud

Check out this fascinating and freewheeling interview with former SEC Chairman Arthur Levitt:

 

Category: Regulation, Video

Kotok Interview with ETF.com

An Interview with ETF.com David Kotok Article source: Alpha Think Tank – ETF.COM     We are forwarding an interview done with ETF.com. We thank them for permission to share it with our readers. Dennis Hudachek of ETF.com was kind enough to spend considerable time in this interview and to capture the comments quite accurately….Read More

Category: Think Tank