Archive for June, 2010

• Financial Deform Bill To Be Delayed
  Joshua M Brown, June 30th, 2010 at 10:54 pm

  More time to debate and study. it’s like college but with actual consequences.

• End of Q2
  Leigh Drogen, June 30th, 2010 at 9:56 pm

  It was a quarter to forget for most, unless you loaded the boat short at the top in April with bets against the agriculture names and BP you were probably just trying to sneak out of the quarter with a positive number in the absolute return column.  Many hedgies got their asses handed to them

  

  

• Economics Before Politics
  Leigh Drogen, June 30th, 2010 at 9:09 pm

  I don’t write a lot about Israel here, it’s just too divisive an issue, and frankly, people are childish and have a hard time reading the words on the page instead of what they want to think they read.  Going further, people have a hard time finding that anyone coming from a religious, cultural, or just

  

  

• HFT and the Demise of the Megafauna
  Joshua M Brown, June 30th, 2010 at 5:39 pm

  Large buyside firms are voicing their dissent. Finally.

• Taking the Market’s Temperature
  Joshua M Brown, June 30th, 2010 at 3:12 pm

  Taking the market’s temperature.

• Old People and the Internet
  Howard Lindzon, June 30th, 2010 at 12:40 pm

  It is June on Coronado island and it means one thing…lot’s of coupons and limping.
  Many of my older friends from Phoenix have made the long 6 hour shlep from the heat in Phoenix to the ‘June Gloom’ of San Diego. To my kids, I am old, but to me, 60 is old … just [...]

  

• Hot Links: Un-Truncated
  Joshua M Brown, June 30th, 2010 at 11:26 am

  Links for boys and girls of all ages to enjoy.

• What The Pace Of Innovation Is Doing To Our Economy
  Leigh Drogen, June 29th, 2010 at 10:00 pm

  I was about to leave the office this afternoon when I got into a conversation about how Hulu is coming after Netfilx now with their new $10 per month premium subscription service with an application for the iPhone and iPad.  I’ve wanted to write this post for a while and have just never gotten around

  

  

• AT&T PR Strategy Re: the Verizon iPhone
  Joshua M Brown, June 29th, 2010 at 9:14 pm

  Trouble for AT&T?

• Cash Now
  Leigh Drogen, June 29th, 2010 at 8:28 pm

  My little buying experiment didn’t work obviously and I sold out of everything but CPLA this morning at small losses. The positions were very small, some not even 1/3 normal size. All in all, here’s how the last 15 days have gone for me after getting out at the top and picking up some coin