Gundlach, King of Bonds, interview with Bloomberg on May 18th

If you haven't seen this interview with Gundlach before it's worth a look.  He talks about financial repression, natural gas and his short on Apple.  


Silicon Valley Faces Private Sanity Check - WSJ.com

Silicon Valley Faces Private Sanity Check By ROLFE WINKLER A wave of sanity is washing over Silicon Valley after Facebook's FB +3.00% listing debacle, and that may be bad news for private companies…


Spain IS Greece After All: Here Are The Main Outstanding Items Following The Spanish Bailout | ZeroHedge

Spain IS Greece After All: Here Are The Main Outstanding Items Following The Spanish Bailout Submitted by Tyler Durden on 06/09/2012 14:52 -0400 Bank Run Bond Bridgewater CDS Creditors European…


Ackman, Loeb, other hedge funds lose in May - CNBC

Ackman, Loeb, other hedge funds lose in May Published: Wednesday, 6 Jun 2012 | 6:44 PM ET Text Size   BOSTON/NEW YORK (Reuters) - May's stock market rout dealt a blow to many on Wall Street…


Form Worst To First - S&P Has Best Day Of 2012 Shortly After Worst | ZeroHedge

Form Worst To First - S&P Has Best Day Of 2012 Shortly After Worst Submitted by Tyler Durden on 06/06/2012 16:17 -0400 Ben Bernanke Copper High Yield Investment Grade SPY Three days after posting…


Reuters TV | Buffett: chance of double dip U.S. recession very low - Rough Cuts

No one has a better network than Warren Buffett so he is the economist I pay most attention to. Billionaire investor Warren Buffett, speaking to the Economic Club of Washington, said he believed the…


Euro like a bad marriage that's too expensive to leave

I've been struggling with a metaphor to describe the state of affairs in Europe.  I've got it now.  It's a bad marriage .  All parties now realize they'd be better off ending it except they can't…


HAL, Halliburton revisit. Stock looks very undervalued

After re-doing the valuation on Halliburton and refining the inputs to the DCF model, the stock looks like it has even more potential upside with a new intrinsic value of $63.24, representing a 117%…


Headline risk seems to overload indicators

As a trader, I look at charts to try and understand crowd behavior.  The headlines make me want to sell everything and hide under a rock until this euro mess is sorted out once and for all.  When I…