I might buy more GGP depending on where this thing opens http://www.google.com.br/#hl=pt-BR&...+New+Bid+for+GGP&gs_rfai=&fp=caca21639b963da4 There will be a floor 'bid' of $15 by another company and a new from Simon topping this one. This thing looks like got some more room to run It all else fails, Ackman says the company is worth about $30 or so by itself, I have no idea if thats accurate but by juggding by his track record there is a decent chance he is correct
0.20% EFF yesterday. April ZQ seems to expecting a 0.19% avg FF rate. that leaves a 5bps juice left in the Jul 2010 ZQ, thats too low for me to try to pick it up, specially given that the rate might avg something more than that
The libor jump seems to be rooted in technical factors http://www.bloomberg.com/apps/news?pid=20601087&sid=aR3_xVepw4Y8&pos=2
Soros interview http://www.marketfolly.com/2010/03/george-soros-interview-at-hong-kong.html He goes a little bit on how to take advantage of bubbles
Taking a break from the markets to bury my head deep between the legs of the NCAA basketball tourney. First round picks ... San Diego St +3.5 over Tenn BYU -4 over Florida Xavier Pick over Minn Sienna +4 over Purdue Picks possibly to be revised and/or added to as the drinks start flowing. I also do quite a bit of halftime bets on the 2nd half of games. My winning % on these is far higher than my overall %. Three possible reasons: one is that I'm probably a bit more selective about the halftime picks, two is that I get an excellent feel for the game by watching the 1st half, three is that I'm drunker at halftime than at the start of the game.
Here's a bone to the hawks "The core rate is up 1.3% in the past year, the smallest year-over-year increase in six years." http://www.marketwatch.com/story/us-consumer-price-index-unchanged-in-february-2010-03-18
Hoenig, Lacker and Pianalto Speak About Fed Policy http://www.bloomberg.com/apps/news?pid=20601068&sid=aGDXkEhO2IrI