1 338 $GS says get bent to the NYTimes over yet another hatchet job | On the Issues - http://bit.ly/8YDNc3 ( GS underpaid & oversensitive now) $$ Tue Feb 09 00:25:14 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8831880421 20949518 <a href="http://bit.ly" rel="nofollow">bit.ly</a> GS Banks, dilution, capital ratios & so many unknowns: Paying Up to Quit TARP - WSJ.com http://bit.ly/9E8JzS $PNC $ZION $USB $$ Sun Feb 07 21:50:38 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8780347189 20949518 <a href="http://bit.ly" rel="nofollow">bit.ly</a> PNC USB ZION @carney LLoyd B is giving up cash, but taking snow. $GS continues to win :-P Sat Feb 06 02:49:23 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8705754759 20949518 web GS Lloyd B. was robbed. There, I said it. $$ Fri Feb 05 22:40:28 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8696716733 20949518 web Long both $BMY and $MJD Fri Feb 05 17:35:50 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8686144434 20949518 <a href="http://ubertwitter.com" rel="nofollow">UberTwitter</a> BMY FSE:MJD Continue to think $MJD could be acquisition target. Recently spun off by $BMY in tax advantaged structure. Potential set up for a sale $$ Fri Feb 05 17:35:28 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8686131376 20949518 <a href="http://ubertwitter.com" rel="nofollow">UberTwitter</a> BMY FSE:MJD I don't normally do this but does anyone follow or trade Coinstar? $CSTR $$ Fri Feb 05 16:49:48 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8684405041 20949518 <a href="http://ubertwitter.com" rel="nofollow">UberTwitter</a> CSTR spreads, but smaller does not so much. Possible to arbitrage $64B $WYE/$PFE transaction for abt 40% annualizd rates return. $SGP/$MRK was Fri Feb 05 01:02:02 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8656075152 20949518 web SGP WYE everything you've wanted to know on PPIP, via Treasury; Initial Quarterly Report Public-Private Investment Program http://bit.ly/b78F4O $$ Thu Feb 04 23:15:10 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8652218830 20949518 <a href="http://bit.ly" rel="nofollow">bit.ly</a> RT @The_Real_Fly Friendly Reminder: You're Not Qualified http://ibankcoin.com/flyblog/?p=9931 | riding horses & razing villages LMAO $$ Thu Feb 04 21:09:29 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8647798561 20949518 <a href="http://ubertwitter.com" rel="nofollow">UberTwitter</a> Of course $AGN was going to beat this morning, just thank Heidi Montag & her 10 procedures $$ Thu Feb 04 13:51:00 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8632587794 20949518 <a href="http://ubertwitter.com" rel="nofollow">UberTwitter</a> AGN Since the failure of $LEH, the US has expanded the monetary base by 135% with more to come. $$ Thu Feb 04 06:00:53 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8621572930 20949518 web LEH RT @tradefast $IVV expense ratio is 9bps vs 9.5bps for $SPY - IVV trading volume relatively light so bid/ask can be 2-3 cents at times|bingo Thu Feb 04 03:26:04 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8616812669 20949518 web IVV SPY My $QCOM trade isn't working as I'd hoped. Sigh. Off to $CMG. Hungry @StockJockey? $$ Wed Feb 03 19:15:05 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8599453718 20949518 <a href="http://ubertwitter.com" rel="nofollow">UberTwitter</a> CMG QCOM $ICG postponed. Looked expensive and it had 2 strikes anyway. Its a Financial and its from LA $$ Wed Feb 03 14:12:15 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8588789142 20949518 <a href="http://ubertwitter.com" rel="nofollow">UberTwitter</a> @hedgefundinvest @tradefast imagine you prob saw this: Leap Wireless Seeks a Buyer - WSJ.com http://bit.ly/d49kPU $LEAP $PCS $$ Wed Feb 03 04:57:14 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8575261944 20949518 <a href="http://bit.ly" rel="nofollow">bit.ly</a> LEAP PCS Jan 2010 High Yield did 1.5% total return and Distressed posted 4.2% return. $JNK $$ Tue Feb 02 23:19:36 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8562742312 20949518 <a href="http://ubertwitter.com" rel="nofollow">UberTwitter</a> JNK @ZipperTheory we passed on Dec's $C secondary so it was my duty as a tax paying (TARP funding) American to participate this time around ; ) Tue Feb 02 22:46:33 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8561550420 20949518 <a href="http://ubertwitter.com" rel="nofollow">UberTwitter</a> C @Hedgefundinvest props to you for the $C rec'd back in the pain 2 weeks ago. Average cost here: $3.155 ;-) Tue Feb 02 21:47:42 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8559483770 20949518 <a href="http://ubertwitter.com" rel="nofollow">UberTwitter</a> C @ZipperTheory time for a mac. $AAPL $$ Tue Feb 02 06:28:00 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8532612190 20949518 web AAPL Hey, John Sargent, CEO of Macmillan Books, Screw You! via Silicon Alley Insider http://bit.ly/96c2qO $AMZN $$ Tue Feb 02 03:14:00 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8526601050 20949518 <a href="http://bit.ly" rel="nofollow">bit.ly</a> AMZN @tradefast not them, but a $VZ or $T acquisition of LEAP or PCS Tue Feb 02 02:51:07 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8525716259 20949518 web T VZ OK everyone, fasten your tinfoil hats, is the Fed really the largest holder of $GLD or have they been a seller since last audit in 1950's? Tue Feb 02 02:30:40 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8524941544 20949518 web GLD proved their timing bad. Euro banks would have been $40BN richer had they not sold $GLD. (and my aunt would be my uncle if she had __) $$ Tue Feb 02 02:28:36 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8524864553 20949518 web GLD Passport: Since '99, central banks, esp european central banks have sold over 4880 tonnes of gold into market. Price action since then $$ Tue Feb 02 02:23:32 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8524678389 20949518 web and Credit Suisse led Global Announced M&A with 49.3% market share $GS $CS & $BS $$ Tue Feb 02 01:49:15 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8523406711 20949518 web CS GS Per Guy M at $BAC: December Company Standouts: Goldman Sachs led Global Completed M&A with 20.7% market share, Tue Feb 02 01:49:11 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8523404495 20949518 web BAC Lunatics/interns must be running the asylum, or bad bratwurst $$ Mon Feb 01 19:01:05 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8509634165 20949518 <a href="http://ubertwitter.com" rel="nofollow">UberTwitter</a> We'd also like to thank a certain nameless German bank for reminding us that the curve is steep here & € gold expensive. #Deutschlandfail $$ Mon Feb 01 18:59:21 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8509571114 20949518 <a href="http://ubertwitter.com" rel="nofollow">UberTwitter</a> Passport Capital - Rationale for Investing in Physical Gold http://bit.ly/dAWqZj $GLD $$ Sat Jan 30 07:11:49 +0000 2010 Morgan_03 http://a3.twimg.com/profile_images/676650273/kmfdm1_normal.jpg 8403572537 20949518 <a href="http://bit.ly" rel="nofollow">bit.ly</a> GLD