Macro Economics Archive
Hedge Fund Manager Daniel Loeb, Former Obama Supporter, Blames Policy For Economic Stagnation
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 »
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
August 13, 2010 · Category: Federal Reserve, Macro Economics, Market Commentary, Stocks, Top Gun Financial Planning
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
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 ...
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Top Gun FP Client Note: Unusually Uncertain
August 4, 2010 · Category: Europe, Federal Reserve, Macro Economics, Market Commentary, Politics, Technical Analysis, Top Gun Financial Planning
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The economic outlook remains unusually uncertain.
- Ben Bernanke, Semiannual Monetary Policy Report To ...
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Mega-Banks Increasing Market Share; The Economy Of Pull
The financial-overhaul bill that will be signed into law by President Barack Obama on Wednesday won't address one of the most far-reaching consequences of the recent crisis: Market power is concentrating in the hands of ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: The Fundamentals Versus The Technicals
July 15, 2010 · Category: Business and Investment Philosophy, Fundamental Analysis, Macro Economics, Market Commentary, Stocks, Technical Analysis, Top Gun Financial Planning
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 ...
Posted by Greg Feirman · 1 Comment »
Todd Harrison: We’re In The Eye Of The Financial Storm
June 20, 2010 · Category: Macro Economics, Market Commentary
While the recent price action has been docile, I believe we’re in the eye of the storm, a relative calm between the first phase of the financial crisis and the cumulative comeuppance that'll flush -- ...
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Top Gun FP Client Note: Inklings Of A Housing Double Dip
June 20, 2010 · Category: California, Federal Reserve, Macro Economics, Real Estate, Top Gun Financial Planning
In the three weeks since the start of our third quarter on May 1st, which coincided with the expiration of the homebuyer tax credit, our per community deposits and traffic were up 23% and 11%, ...
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A Housing Double Dip?
June 17, 2010 · Category: Macro Economics, Real Estate
Everyone expected the housing market to suffer at least a temporary hangover after the government’s $8,000 tax credit expired, but not necessarily this much. Preliminary data from around the country indicates that the housing market ...
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