1/29/13

I know I should have been reading everyday, but I just began last week. In your opinion, what is the top news to look into? opinions on top issues?

Comments (12)

1/29/13

Disconnect between markets and economic fundamentals / reality.

Corporate earnings - mostly above expectations but often only top or bottom line and frequently due to accounting trickery

Ongoing LIBOR scandal

The WSO Advantage - Investment Banking

Financial Modeling Training

IB Templates, M&A, LBO, Valuation +

IB Interview Prep Pack

30,000+ sold & REAL questions.

Resume Help from Actual IB Pros

Land More IB Interviews.

Find Your Perfect IB Mentor

Realistic IB Mock Interviews.

1/29/13

Not a lot going on. One of the most boring two-month periods I've had as a credit investor. Look at a chart of JNK (Junk Bond ETF) or SPY. Up and to the right, rally mode, which is great unless you're a distressed investor!

Apple is collapsing, or has collapsed, really. A lot of trapped longs there.

1/29/13

"Apple is collapsing, or has collapsed, really. A lot of trapped longs there."

replace that with "e mini s (s and p futures)"

1/29/13

Apple just released a 128gb ipad, RIMM is releasing their BB10 tomorrow and throwing up an add for the superbowl, should be interesting to watch. Otherwise earnings - like Asatar said are pretty meh (apple sucked, netflix kicked ass and the rest were borderline) Go watch the carl icahn vs ackman interview on CNBC if you have a chance too

Otherwise go here and read to your hearts content: http://marketsnacks.com/

"I like Ackman," Mr. Icahn said. "I'll tell you why I like him. Anyone that makes me a quarter of a billion I like."

In reply to Asatar
1/29/13

Asatar:
Corporate earnings - mostly above expectations but often only top or bottom line and frequently due to accounting trickery l

This!!

1/29/13

Waymon3x6:
Apple just released a 128gb ipad, RIMM is releasing their BB10 tomorrow and throwing up an add for the superbowl, should be interesting to watch. Otherwise earnings - like Asatar said are pretty meh (apple sucked, netflix kicked ass and the rest were borderline) Go watch the carl icahn vs ackman interview on CNBC if you have a chance too

Otherwise go here and read to your hearts content: http://marketsnacks.com/[/quote]

I would strongly disagree with Apple's earnings "sucking". They were pretty damn impressive. I think I read somewhere that Apple made more profit this quarter than Amazon has in it's entire life, havn't had a chance to verify yet though.

1/29/13
1/29/13

awesome, i will look more into these topics. thanks!

1/29/13

The most important thing is to understand the drivers behind the current risk rally. This would include the Federal Reserve, the OMT/removal of European tail risk, rebound in China, asset rotation, etc. Just the basics. Next would be to understand the big trends, like historically low interest rates (on a multi-year basis, they have backed up a bit recently), Japan's dilemma and recent policy shift, peak corporate margins, housing rebound, fiscal debate, monetary policy mismatch in EU, why the financial crisis occurred...

1/30/13

past 10 days-ish

Dell still in talks w/MSFT for LBO w/Silverlake

Netflix killed it in earnings, went up 43% in a day, Ichan balls out hard w/profits on this long trade

Ichan and Ackman start swinging dicks at each other on CNBC

AAPL finally, i hate AAPL, shits the bed

CSCO upgraded and has some long term value ahead of itself

S&P hits 5 year highs

Jefferies CEO gets ridiculously high pay (lucky fucker)

Lloyd gets his $ from GS, up from 2011 but still not what is used to be

Gleacher (founder of Gleacher investment bank) decides to formally retire

each day spend 30 min on the following websites in total (5-6min/each)-

dealbook.nytimes.com
bloomberg.com
marketwatch.com
wsj.com
yahoo.com/finance
dealbreaker.com

yes you'll get a lot of overlap on the big trending articles, but that will help you see whats really big and hone in on focusing about that stuff

I don't throw darts at a board. I bet on sure things. Read Sun-tzu, The Art of War. Every battle is won before it is ever fought- GG

1/30/13

A great asset shift from cash/money markets to other asset classes
China entering a bull rally
Ongoing rate cuts and USD purchases from EM and frontier markets in order to keep their currency from appreciating and their exports competitive which leads to perhaps the greatest risk of the year.....
......A potential currency war on a global scale.

1/30/13

To unlock this content for free, please login / register below.

  • Facebook
  • Google Plus
  • LinkeIn
  • Twitter
Connecting helps us build a vibrant community. We'll never share your info without your permission. Sign up with email or if you are already a member, login here Bonus: Also get 6 free financial modeling lessons for free ($200+ value) when you register!

adapt or die:
What would P.T. Barnum say about you?

MY BLOG

What's Your Opinion? Comment below:

Login or register to get credit (collect bananas).
All anonymous comments are unpublished until reviewed. No links or promotional material will be allowed. Most comments are published within 24 hours.
WallStreet Prep Master Financial Modeling