Archive for August 2010

Hedge Fund Manager Daniel Loeb, Former Obama Supporter, Blames Policy For Economic Stagnation

August 31, 2010  ·  Category: Hedge Funds, Macro Economics, Obama, Politics
On Friday, hedge fund manager Daniel Loeb, manager of the $3.3 billion Third Point Partners, sent his second quarter letter to his partners.  The letter, which criticizes heavy handed government policy for stifling economic recovery, is causing a ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: Picking Up Nickels and Dimes In Front Of A Bulldozer

NOTE: Every week I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive the Client Note.  You can sign up at the top right ...
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Kyle Bass: Investing For Armageddon

August 17, 2010  ·  Category: Macro Economics
(Via The Pragmatic Capitalist)
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: The Fed Downgrades The Economy; Cisco Corroborates

NOTE: Every week I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive the Client Note.  You can sign up at the top right ...
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When John Chambers Speaks, People Listen

August 12, 2010  ·  Category: Macro Economics, Market Commentary, Stocks
The primary driver of today's selloff is concerns about Cisco's (CSCO) forecast.  Cisco reported a good quarter after the close yesterday, even though revenues of $10.84 billion fell $40 million short of analyst estimates.  But ...
Posted by Greg Feirman  ·  No Comments »

Fed Gives Market What It Wants; Will Reinvest Mortgage Proceeds In Treasuries

August 10, 2010  ·  Category: Federal Reserve, Market Commentary
To help support the economic recovery in a context of price stability, the Committee will keep constant the Federal Reserve's holdings of securities at their current level by reinvesting principal payments from agency debt and ...
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Top Gun FP Client Note: Unusually Uncertain

TOP GUN STRATEGY SESSION WITH CHARLES KIRK OF THE KIRK REPORT, FRI AUGUST 6 AT 12PM EST: Click here to participate in the strategy session.   ***** The economic outlook remains unusually uncertain.   - Ben Bernanke, Semiannual Monetary Policy Report To ...
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