Honest_T

Bio: Father of 2, financial analyst for a private bank portfolio, lover of music, literature, & sports

Honest_T
I just got off the $PEP call and my reaction to their Strategic Review...if it wasn't for disappointment I wouldn't have any appointment.

Feb. 9 at 10:38 AM

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Honest_T
@margbrennan $grpn is the stupidest business in the world, everybody loses money & nobody wins.

Feb. 9 at 10:30 AM

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Honest_T
Expecting a pullback in the 2/9 30yr auction, but rebasing of many indexes should lead to statistical recovery that carries mkts thru '12 $$

Jan. 27 at 2:48 PM

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Honest_T
Glad to see @mattmiller1973 back from his $EBAY shopping spree. @KeeneOnMarket is onto something.

Jan. 19 at 1:35 PM

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Honest_T
Thanks to @The_Domino for the shout out this AM on In The Loop. Gr8 job covering the avalanche of bank earnings at $GS, $USB, $BK & others

Jan. 18 at 9:16 AM

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Honest_T
Surprised that $JPM call hasn't had 1 question on the impact MF Global had on 4Q & impact moving forward.

Jan. 13 at 10:02 AM

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Honest_T
Also, for full year, $JPM comp is actually 3% higher than 2010, not lower!

Jan. 13 at 9:26 AM

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Honest_T
$JPM revenue -33% YOY but comp is only -4%!?! Heads I win, tails you lose.

Jan. 13 at 9:18 AM

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Honest_T
@jakeroche IMO it depends on our ability to secure info. A biz cant allow 4 a breach on the level of $SNE. It was a contrary view 4 sure.

Jan. 10 at 4:54 PM

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Honest_T
If I told you "The Cloud" is a hoax that will never evolve the way most believe & won't exist in 5 years, what would you say? $$

Jan. 10 at 1:56 PM

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Honest_T
If you havent read @tbuhl 's piece on $JPM, you should. http://t.co/kFZIP77p

Dec. 22 at 6:04 PM

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Honest_T
@BBinNYC @jamielissette $MJN's has problems from changes to China rules on promotion of infant formula that could limit its growth there.

Dec. 22 at 2:25 PM

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Honest_T
@conorsen NAR also noted revisions to it's flawed pricing data are in the works too. Again real data from $Z hurting their credibility.

Dec. 21 at 12:31 PM

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Honest_T
@conorsen more impt than revision to NAR "data" is the admission that current "calculation" is "preferable" not better than actual data $$

Dec. 21 at 12:23 PM

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Honest_T
My mistake, $SHLD was unsuccessful in the Restoration Hardware buyout. I think it went to private equity instead.

Dec. 7 at 8:27 AM

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Honest_T
Is $JCP the new $SHLD? Lampert bought Lands End & Restoration HW, JCP = $LIZ + $MSO. We will c how much merchandising matters.

Dec. 7 at 7:57 AM

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