Dan Loeb

20 November 2013

Linkfest: JPMorgan’s big settlement; Lonely shorts; Secular stagnation

Today’s most shared: JPMorgan’s $13b settlement dissected… Shorts see big opportunities after big down years… Secular stagnation, world Japanification, liquidity traps, bubbles, and changes in corporate behavior… Bloomberg News restructuring tilts away from news chief… READ MORE ›

30 October 2013

Linkfest: Loeb’s skeletons; Fama v. Santelli; Fink and Greenspan on bubbles; Apple’s cash

Today’s most shared: Dan Loeb profile… Sears’s decline… SAC’s guilty plea… Hilarity ensues when Fama, who thinks markets are uber-efficient, meets Santelli, who thinks that they are manipulated by Fed… Fink sees bubbles… Greenspan thinks there were… READ MORE ›