Breakfast Links

Posted by Jeff Carter
on June 20th, 2012

QE is priced in at higher multiples than you think. Maybe a chance to sell ($SPY,$ES_F)? I bought a small amount on Monday. Been buying on dips all year.

If you don’t know who Sir Max Hastings is, you should.

I had the pleasure of meeting him at Michael Jordan’s Steak House. Fantastic guy, and had an absolutely fantastic meal.

Roger Clemens not guilty. ” It’s just not every day that an ordinary citizen throws a no-hitter in the courtroom against batters as powerful as the combined might of the Congress and the Department of Justice”

Ever want to do some team building? Does one person in your office always get stuck planning events for everyone else? Check out this site, Kapow Events.

Webinar on what it takes to be a trader.

Want to cut your costs of trading? Sign up for Seat Leaser.

5 things that freak traders out. Other than running out of money. Only CEO’s of clearing firms can get more money then.

Data versus ideology. I think a lot of governments are producing false info.

Some Nobel analysis on Mayor Bloomberg’s policy.

A shout out to the students that started their quest for MBA’s in Chicago Booth’s Exec Program this week. If you aren’t from here, welcome to Chicago. Make sure you venture off Michigan Avenue to have a few beers and stuff to eat. To the Asians that are here from the far east, the Mexican here is really good. The Asian food, not so much. The winter quarter gets long around January.

The Immigration Ploy.

Paul Krugman blames Bush for unemployment.

New book worth reading: Matt Kibbe’s Hostile Takeover. “Kibbe skewers Beltway barnacles in both parties for their big-government collusion — shedding light, for example, on both the Democrats’ Solyndra boondoggle and GOP eco-follies like GOP Sen. Orrin Hatch’s championing of shady loans for now-bankrupt Raser Technologies geothermal plant in Utah.”-Michelle Malkin

Summer sun.

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