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GZuckerman

  1. Margot Patrick on Cadbury:http://blogs.wsj.com/source/2009/11/11/john-paulsons-move-on-cadbury-more-to-do-with-love-of-money-than-chocolate/
  2. Been told that my account has been hijacked. SORRY if it's spamming u!! Am sure it's not a certain billionaire unhappy abt a book I wrote...
  3. Bloomberg Review of The Greatest Trade Ever: http://bit.ly/2CyJeN
  4. Please take a look http://www.gregoryzuckerman.com. You can read an excerpt, the latest reviews. Let me know what you think!
  5. The book describes how John Paulson and a few gutsy investors anticipated the financial meltdown to pull off the greatest trade in history.
  6. I'm excited to tell you my first book, THE GREATEST TRADE EVER (Random House/Broadway Business), was just published!
  7. Dollar weakness is hand-in-hand w/Rising risk assets. But if dollar begins to fall WITH oil/stocks then bar the gates as the trade comes off
  8. No truth to the rumor that Obama about to be awarded Miss Teen USA award
  9. The sudden turn could signal new housing boom, but more likely just sign of period of higher short-run price volatility=Shiller in NYT
  10. Traders Keep Piling Into Gold: Speculative interest in Comex gold and physical ETP gold holdings hit fresh highs
  11. Guidance going into Oct. has never been this positive, with the 3-mo Up/Down Guidance ratio at 0.8 almost as much pos as neg guidance=BOA
  12. Get Going Already: Even if rates hiked "much time would pass before incremental increases could be considered tight/neutral policy"=Hoenig
  13. Baltic Dry Index is up 12% in last 5 days on revived demand for iron-ore carriers to the Far East., good sign for economy=Yardeni$$
  14. Oil: Prices rise on newspaper report that Gulf States want to abandon dollar as trading currency for oil=Barclays$$
  15. Oil Trade: Iranian nuclear negotiations exceed expectations, reducing the likelihood of a military confrontation in near term=Barclays$$
  16. Tech Trade: Yardeni expects biggest EPS upside surprises in InfoTech, sales strong in emerging economies, Asia, biz improving in US, Europe$
  17. Conundrum: Amid "Cuban Missile Crisis in slow motion," with Iranian regime playing hardball, tensions rising; Oil market yawns=Raymond James
  18. Big Speculators are holding big gold positions, buying more platinum, selling silver, shorting copper=MLynch
  19. Best Performing Hedge Fund Strategy: Convertible arbitrage, up 14% in last quarter, 29% for 2009
  20. Time to buy beaten down nat gas shares? News just could not get worse, inventories heavy once again.