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Once Again, Here Is The Full Playbook
Two weeks of utter confusion by most market participants out there, when the complete deja vu scenario is so very clear. To help out...
npatel81
Jun 3, 20125 min read


Why People Are Going Nuts Over The New George Soros Speech On Europe
Former Treasury guy and DC insider Tony Fratto tweets… People are going crazy for the new George Soros speech on Europe, which is...
npatel81
Jun 3, 20124 min read
Safety-Kleen Headed Back on the Block
By Ryan Dezember and Matt Wirz The owners of oil recycler and industrial-parts cleaner Safety-Kleen Inc. plan to offer the company for...
npatel81
Jun 1, 20122 min read
U.S. Supreme Court Affirms Right of Secured Lender to Credit Bid Under a Chapter 11 Plan
As we first discussed a few weeks ago, the Supreme Court of the United States heard arguments related to the legitimacy of the practice...
npatel81
May 30, 20124 min read
Why Smart People Believe Weird Things: Lessons for Analysts, Traders, and Investors
Anyone in the Finance game who hasn’t at least taken Psych101 and/or printed up this list of cognitive biases and posted it on their...
npatel81
May 28, 20123 min read
EV/EBITDA versus PE
An excited hedge fund trader recently emailed me about a “cheap stock” trading at a significantly lower PE ratio (price to earnings) than...
npatel81
May 25, 20122 min read


Presenting JPM's Uber-Prop Trading Desk: Meet The SIO Inside The CIO
Remember when Jamie Dimon told the world the CIO stories were a “tempest in a teapot” during the firm’s Q1 conference call the very same...
npatel81
May 25, 20124 min read
My Favorite Ideas from Ira Sohn
Last week we attended the Ira Sohn Research Conference where some of the best hedge fund managers in the world pitched some amazing...
npatel81
May 24, 20127 min read


Jeremy Siegel: The Euro Could Be Worth $1 Within Six Months (DIA, UUP)
Despite the crisis in Europe and the approaching U.S. “fiscal cliff,” Wharton Professor Jeremy Siegel is sticking with his prediction...
npatel81
May 22, 20122 min read


Why is no one talking about Massachusetts?
Perhaps the weirdest part of this election is that no one is talking about the Massachusetts health reforms. As Jon Cohn writes, “given...
npatel81
May 22, 20121 min read
Welfare Queen or Representative American Woman? 6 Views on Obama's "Julia"
MINYANVILLE ORIGINAL Forget gay marriage. The latest hot topic issue surrounding the presidential election is “Julia.” No this isn’t...
npatel81
May 22, 20121 min read


Banking 101 Videos
Perhaps this would be of assistance for the JPMorgan Office of Investment Management in London: > click for Videos on how banks work and...
npatel81
May 21, 20121 min read


Still Confused By The Facebook IPO? Here's A Complete Q&A
NEW YORK (AP) — A company started in a Harvard dorm room in 2004 has just raised $16 billion and is valued at $104 billion. All that from...
npatel81
May 18, 20124 min read
Ira Sohn Conference: John Paulson Bets on Caesars, AngloGold Ashanti
Famed hedge-fund investor John Paulson was bullish on Caesars Entertainment Corp, gold-mining company AngloGold Ashanti and CVR Energy.
npatel81
May 16, 20121 min read


Here's How All The Big Investment Ideas From Ira Sohn Did Last Year
The Ira Sohn Investment Conference, a charity conference where hedge funders offer up new investment ideas to raise money for cancer...
npatel81
May 16, 20121 min read


Seth Klarman On The Absurd Short-Termism Of The Exuberant Rally
While most of the retail investor’s time is (hopefully not) spent watching CNBC propaganda spouted by wannabe traders (mostly asset...
npatel81
May 15, 20123 min read


Lightsquared Files for Bankruptcy
Editor Note: I will be writing a post on Ally / Rescap tomorrow, Tuesday the 15th after the Ally call. At the end of the day, the 3rd...
npatel81
May 14, 20125 min read
Charlie Munger on Investing, Gold, Berkshire & More: In Depth Interview
If you missed it last week, CNBC’s Becky Quick interviewed Berkshire Hathaway’s Charlie Munger about a myriad of topics including...
npatel81
May 14, 20121 min read
2012 Ira Sohn Conference and Investment Idea Competition
On May 16th, the Ira Sohn Conference Foundation will hold its 17th annual Investment Conference with (as usual) an amazing list of...
npatel81
May 10, 20122 min read


Reinharts And Rogoff On Why The Debt Overhang Matters
In a recent NBER paper, Ken Rogoff and Vince and Carmen Reinhart address the long-lasting consequences of high public debt loads. The...
npatel81
May 7, 20122 min read
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