JPMorgan

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 ›

14 November 2013

Linkfest: JPMorgan’s China, Twitter woes; Yellen’s confirmation; ‘Messaging’ startup turns down $3b

Today’s most shared: JPMorgan’s efforts to woo China leaders, Twittersphere go awry… Yellen confirmation hearings… Snapchat secure messaging (a/k/a sexting) startup flirts with Facebook, spurns $3b cash buyout… Lindzon on social investing… Meredith Whitney’s hedge fund promises high returns,… READ MORE ›

08 November 2013

Linkfest: Jobs report beats expectations; Twitter pops, but doesn’t party like it’s 1999; NY Fed chief says banks lack respect for law

Today’s most shared: Jobs report beats expectations: redefining ‘rosy’ downward… Labor force leavers, loss of experience and human capital take long-term toll on potential growth… Food stamps cut, but on the plus side subprime auto loans… READ MORE ›

07 November 2013

Linkfest: ECB’s surprise rate cut; Twitter’s IPO; Wall Street bonuses up, except for bond traders

Today’s most shared: Triumph of the doves: reaction to ECB’s surprise rate cut… Triumph of the nerds: Twitter goes public… Wall Street bonuses predicted to rise, except for sell-side bond traders… NYC Police Commissioner to… READ MORE ›

04 November 2013

Linkfest: Marks likes China; Jamie Dimon: The Lance Armstrong of Wall Street? Gentlemen, start your iPhones; Info overload

Today’s most shared: Howard Marks likes China… JPMorgan was supposed to be above the crowd, but is Jamie Dimon now the Lance Armstrong of Wall Street? … US government investment in infrastructure falls … How… 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 ›

29 October 2013

Linkfest: Crisis dogs European banks; Dealmaking, bond trading, commodities fizzle; Goldman: take the weekend off

Today’s most shared: Euro bank recovery on hold amid bad loans, legal issues, slow… READ MORE ›

25 October 2013

Linkfest: Strong economic recovery MIA amid financial market recovery; Flawed punditocracy; JPMorgan too big to manage?

Today’s most shared: So far, strong global economic recovery is the dog that didn’t bark amid financial market recovery… Did China kill your dog (literally)? …. Shades of Internet bubble with hot IPOs, raised price targets, silly season…… READ MORE ›

24 October 2013

Linkfest: Carl Icahn v. Tim Cook; JPMorgan’s Madoff penalty; Bank settlement battles, footnotes, and criminal liability

Today’s most shared: Activist Icahn targets Apple… Possible Madoff penalty for JPMorgan… Bank settlements and lack of criminal liability… Lawyers battle over footnotes, commas as banks look for ways to sidestep new regs… SEC proposes crowdfunding regs.

… READ MORE ›

22 October 2013

Linkfest: Draghi defends banks; Greenspan defends self; Silicon Valley soars again

Today’s most shared: Draghi: bail-in fears could prompt bank runs… Greenspan still sees a Maestro in the mirror in the morning… Yale model is a tough target… Apple’s giant white iTV still out there, like Moby… READ MORE ›