FA Notes Wednesday November 24, 2010
November 24th, 2010
Howard Lindzon interviews Jim Rogers. Link
NYPost on Peter Thiel’s Clarium hedge-fund which is down 17% YTD. Link
AAPL – The Feds are going after analysts that provide supply-chain data on companies like Apple. Link
Bloomberg reports on SAC Capital’s culture and structure. Link
October new home sales 283K vs. 314K estimate, -8.1% m/m.
November University of Michigan consumer sentiment 71.6 vs. 69.5 estimate.
October durable goods -3.3% vs. -0.1% est. Ex-transportation -2.7%
October personal income 0.5% vs. 0.4% est. Consumers spending 0.4% vs. 0.5% est. Core PCE 0.0%, 0.9% y/y
Jobless claims 407K vs. 435K est.
S&P lowers Ireland’s debt rating by two notches to A from AA-. Link
Categories: FA Observations