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Everything posted by PlanMaestro

  1. Well, some are still in mourning from that weekend. First that damn crossbar and the penalties, only for the next day to see the real flying dutchman. Football is brutal, must be the sport where most often the better team loses. We, my Chilean-Mexican family, are still trying to find a way to cheer us up.
  2. Anyone on this board with experience setting up a fund in Mexico or Chile, or knows someone who has?
  3. Not a ringing endorsement some in this board would say (not me as you know). I actually think Mary Barra is behind the ball. She better start doing a better job.
  4. Talking my blog. http://variantperceptions.wordpress.com/2010/11/20/david-tepper-on-investing-under-uncertainty-theory/ http://variantperceptions.wordpress.com/2010/11/20/david-tepper-on-investing-under-uncertainty-practice/
  5. hi all, any news on the date of the DJCO annual meeting?
  6. Has anyone seen recent global CAPE ratios or normal ones? I'm particularly interested in the numbers for Brazil, Mexico, Argentina, Chile, and Colombia.
  7. I second that. http://variantperceptions.wordpress.com/2010/03/21/the-art-of-profitability/
  8. Telefónica in talks to buy KPN’s German unit for $16bn http://www.ft.com/intl/cms/s/0/39347ede-f2d6-11e2-802f-00144feabdc0.html#axzz2ZkRKDYnt
  9. Why is Volkswagen going upmarket when you have Audi and Porsche? After reading the article I still don't get it. Why VW Is Rolling the Dice on a $70,000 Car, Again http://www.businessweek.com/articles/2013-07-18/vw-phaeton-why-vw-is-rolling-the-dice-on-a-70-000-car-again
  10. Great guy and a great blog. Cale has had some bad luck with his telecom picks and despite that, the results are good. For example, he was too early but not wrong with LEAP and IQNT. All those telecoms, glad that I don't understand them well.
  11. If you are in Twitter, you probably have heard of him and the Davian Letter. Fund suspended operations and Twitter account is down. http://sirf-online.org/2013/07/15/the-erstwhile-hedge-fund-king-of-akron-ohios-very-hard-summer/ @Hedgieguy tended to boast his enviable lazy lifestyle and the "track-record" had a way to show up way too often. https://www.youtube.com/watch?v=05-Bl4WV91E His Twitter account celebrated his "successes" with a parsed disclosure of failures to look human. Of course perfect trading usually covered his tracks. All these while battling the industry smidiots and trying to connect to people like the rest of us. Usual stuff. If true, good job Roddy Boyd. If not true, still a profile to avoid.
  12. House Republicans Plan to Wind Down Fannie, Freddie http://online.wsj.com/article/SB10001424127887324425204578599732524463590.html Hensarling's GSE bill http://online.wsj.com/public/resources/documents/Timiraos.pdf WSJ endorses it: Housing Reform Breakout http://online.wsj.com/article/SB10001424127887324425204578597883614289330.html?mod=WSJ_Opinion_AboveLEFTTop Maxine Waters' reaction. http://democrats.financialservices.house.gov/press/PRArticle.aspx?NewsID=1567
  13. Damn, second try. http://farm8.staticflickr.com/7359/9258342278_5d75737d44_o.png
  14. Banks' Batista exposure. pic.twitter.com/FFJzrkcqWy
  15. Bruce Berkowitz's Fairholme Sues U.S. Over Fannie And Freddie http://www.forbes.com/sites/steveschaefer/2013/07/09/fairholme-fund-sues-uncle-sam-over-fannie-and-freddie/
  16. Perry Capital sues US Treasury over Fannie and Freddie dividends http://www.ft.com/intl/cms/s/0/476cbeae-e772-11e2-8a57-00144feabdc0.html#axzz2YJmR83XT Fannie, Freddie Sued by Hedge Fund http://online.wsj.com/article/SB10001424127887323368704578592520403708326.html
  17. Batista exit from MPX begins breakup of EBX empire http://www.reuters.com/article/2013/07/05/us-mpx-brazil-batista-idUSBRE9630J720130705
  18. Detroit Seizes Share in First Half With New Buyers http://www.bloomberg.com/news/2013-07-03/detroit-seizes-share-in-first-half-with-new-buyers.html
  19. Brazil protests: it’s not the economy, stupid. http://blogs.ft.com/beyond-brics/2013/06/27/brazil-protests-its-not-the-economy-stupid/#axzz2XvBe2Y6M Brazilian stocks set to reap protest dividend http://www.ft.com/intl/cms/s/0/dfbd80fe-e244-11e2-87ec-00144feabdc0.html#axzz2XvXya2JA
  20. Are we having fun yet? (PPI scandal) John Lanchester on the banks’ barely believable behaviour http://www.lrb.co.uk/v35/n13/john-lanchester/are-we-having-fun-yet http://blogs.reuters.com/felix-salmon/2013/07/01/adventures-with-free-checking-transatlantic-edition/
  21. (Video) Unconfident Brazilians http://video.ft.com/v/2384442759001/Unconfident-Brazilians
  22. They will come. It's just that they don't need to watch those eggs on weekends.
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