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AlexBerenson

  1. @DCHobbyist Which is fine, but the pretense that it's an important cultural phenomenon grates.
  2. @DCHobbyist I call bull where I see it. Girls is Gossip Girl with a less pretty cast - viewed in parts of NYC, almost nowhere else.
  3. Not that HBO cares: the hype is its own reward. But it would be nice if supposedly objective TV biz reporters called HBO on this.
  4. Despite massive promotion, Girls barely manages half of Veep's ratings. It's the Danica Patrick of television, all hype and no go.
  5. Buried in the NYT's umpteenth love letter to Girls: the show is a flop. About" 1MM viewers weekly, and aud size is shrinking, not growing.
  6. @jackshafer @blakehounshell no, can't be right. The $4.88 was tax. Which implies they left no tip at all!
  7. New federal prostate cancer screening recommendations: Only Warren Buffett should be screened.
  8. @hblodget 1 example: now the friends/families of FB employees have lost $. Employees have made $$$ from pre-IPO stock. Ugly. Unnecessary.
  9. @hblodget @the_analyst @pkafka @firstadopter The IPO pop isn't "for nothing" -- it smoothes the transition to becoming a public co.
  10. @hblodget @pkafka The reason to (moderately) underprice IPOs is obvious - to build a cushion so these problems don't happen.
  11. @hblodget @pkafka Henry is great, but he can't have it both ways. On Friday he defended the pricing. He was wrong.
  12. The busted IPO makes FB (a giant success) look like a failure and gives small investors another reason to hate the Street. Well done!
  13. Congrats FB and MS: Your idiotic don't-leave-a-penny-on-the-table attitude has turned a coronation into an occasion for finger-pointing.
  14. @DLeonhardt @sangernyt Wow. Great piece. Eager to read the book. And so glad to see Obama gets it: Afghanistan is the ultimate quagmire.
  15. @alexshawhetman Thanks... the Kingdom is fascinating place...
  16. In happier non-JP Morgan news: Brilliance Audio has asked me to record an audio version of Lost In Kandahar for digital download and CD!
  17. The ultimate irony is that JP Morgan would never have let himself get cornered on a trade the way Dimon did. JP'd be doing the cornering.
  18. Forget the Volcker Rule. I want the Taleb rule: any bank too big to fail must hire Nassim as its chief risk officer.
  19. the losses will inevitably reach the tens of billions. Mr. Dimon, the Black Swan is calling on line one. And Mr. Margin's on line two.
  20. NYT reports $1B in extra losses in 4 days ($3B total). Oppenheimer guesses $6B total. But if the underlying index really blows up...