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Posted on 10/23/09 at 2:07 pm to Reauxhan
I really haven't read hardly any earnings (outside of the generic Bloomberg reports), save for skimming Regions' and Whitney's 8-Ks. I like to wait for the Q's to come out anyway. I usually read Rosenberg's piece first thing in the morning before I start my assault on the neverending RSS feed my GReader has become. Like I told the guy in my interview the other day, every day is basically a battle to see how much information I can feasibly/effectively absorb.
Posted on 10/23/09 at 2:10 pm to foshizzle
quote:
If you're an econ prof, then you haven't given a full answer. You're supposed to follow up with "On the other hand ..."
I expected Ceteris paribus to make it's way in there somehow.
Posted on 10/23/09 at 2:34 pm to kfizzle85
What's on your RSS feed, if you don't mind my asking? I hear you on the information overload, I try to just keep it to naked capitalism, zero hedge, calculated risk, and occasionally Ritholtz' big picture blog. I check in on Mish from time to time as well, but I definitely don't have time to sit there and read every word all these guys write. Adding all that macro reading can really detract from the amount of time I need to put in on individual company analysis. But it's just so damn addictive.
I've read every Rosenberg piece over the past couple years, but sometimes get a week or two behind on it. He is realy, really good.
I've read every Rosenberg piece over the past couple years, but sometimes get a week or two behind on it. He is realy, really good.
Posted on 10/23/09 at 2:56 pm to kfizzle85
quote:
If you're an econ prof, then you haven't given a full answer. You're supposed to follow up with "On the other hand ..."
I'm not a typical 2 sided economist.
Posted on 10/23/09 at 3:05 pm to Broke
quote:
I'm not a typical 2 sided economist.
Well, you could at least assume something. Or invoke Cramer's Rule.
Posted on 10/23/09 at 3:10 pm to Reauxhan
It's an unwieldy list that constantly grows and shrinks. You hit some of the main ones. I've always taken Mish and ZH with a pretty large grain of salt. ZH is starting to deteriorate in quality pretty fast, that Reggie Middleton guy they've got posting now does some OK work (although he clearly does not understand derivatives accounting in the slightest) and I appreciate his effort, but he strikes me as a snake-oil salesman. They've just really gotten away from those in-depth pieces that drew me to them in the first place, which is unfortunate.
I still like Ritholtz, but he seems like he's been kind of mailing it in for a few months now. Can't blame the guy, its not I'm paying for it, but it seemed like it used to be a lot better.
NC really morphed into an opinion site rather than an information-providing one. It's still on my reader (and maybe when she finishes the book, things will change), but I almost never read the entries anymore, whereas over all of 2008, I would never miss an entry, because she was so on top of shite.
Give me a few minutes and I'll update this list I have and post a link.
I still like Ritholtz, but he seems like he's been kind of mailing it in for a few months now. Can't blame the guy, its not I'm paying for it, but it seemed like it used to be a lot better.
NC really morphed into an opinion site rather than an information-providing one. It's still on my reader (and maybe when she finishes the book, things will change), but I almost never read the entries anymore, whereas over all of 2008, I would never miss an entry, because she was so on top of shite.
Give me a few minutes and I'll update this list I have and post a link.
Posted on 10/23/09 at 3:10 pm to foshizzle
quote:
Well, you could at least assume something. Or invoke Cramer's Rule.
Fine. Or on the other hand, the government could actually start counting "Real" unemployment which should push that number to probably somewhere in the neighborhood of 17%.
Posted on 10/23/09 at 3:23 pm to Reauxhan
[LINK]
It's a completely jumbled list just exported from Google Reader, as I have no idea how to do it otherwise. Unfortunately, that means you have to sort through them, as there is tech/sports/music stuff in there as well. The econ/fin/acct stuff is pretty identifiable though.
ETA: For whatever reason, it didn't add a few of them. The only ones I noticed were Bloomberg and Marketwatch. ETAA: Apparently it missed a bunch, I'm just going to copy/paste the text out of the subscriptions tab.
It's a completely jumbled list just exported from Google Reader, as I have no idea how to do it otherwise. Unfortunately, that means you have to sort through them, as there is tech/sports/music stuff in there as well. The econ/fin/acct stuff is pretty identifiable though.
ETA: For whatever reason, it didn't add a few of them. The only ones I noticed were Bloomberg and Marketwatch. ETAA: Apparently it missed a bunch, I'm just going to copy/paste the text out of the subscriptions tab.
This post was edited on 10/23/09 at 3:43 pm
Posted on 10/23/09 at 3:32 pm to Broke
quote:
Or on the other hand, the government could actually start counting "Real" unemployment which should push that number to probably somewhere in the neighborhood of 17%.
I knew you had it in you! There's even the statistic pulled out of the air as a garnish. That's what this board requires, after all.
Posted on 10/23/09 at 3:48 pm to kfizzle85
Whew, exhaustive list there...I can't even imagine how I'd function if I had that much coming in on a daily basis!
Posted on 10/23/09 at 3:52 pm to Reauxhan
It's borderline information overload for sure. I try to trim it down on a regular basis, I probably need to take some of them out, as I haven't done that in like a month.
ETA: Just went through and cut about 20 of them out, although most of them were just inactive.
ETA: Just went through and cut about 20 of them out, although most of them were just inactive.
This post was edited on 10/23/09 at 4:05 pm
Posted on 10/23/09 at 4:20 pm to Broke
quote:
Fine. Or on the other hand, the government could actually start counting "Real" unemployment which should push that number to probably somewhere in the neighborhood of 17%.
Posted on 10/24/09 at 1:45 pm to foshizzle
Zero Hedge gave themselves a big pat on the back after the SEC made some arrests on the Perot Systems / Dell insider scandal, claiming all the credit. Admittedly, they did post a piece a few days earlier showing the unusual options activity... I felt it was a little odd to just take all the credit just like that. They think they're saving the free world on there.
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