Editor's note: Every morning, James Altucher presents the most timely, topical posts from the Web's best business blogs.
10Q Detective is not sure why bankrupt company
( DPHIQ) is
higher than zero. Nice analysis.
Barton Biggs is predicting a bubble in private equity. Naked Shorts calls into question
Biggs was formerly chief strategist at
for many years, now runs hedge fund Traxis Partners and wrote the excellent book
. Here are his
. (And, in the interest of full disclosure, 19 years ago I had a major unrequited crush on his daughter).
24/7 notes that
the call of duty in this earnings report.
Extreme activist Bob Chapman had his way with
, getting the CEO fired. Chapman once told me before he files a 13D, he calls the CEO and tells him, "Your life is about to change."
Here are all of his other
, some active, others "preactive."
Great find from Crossing Wall Street:
Nancy Pelosi's portfolio
. Pelosi is the first woman to be No. 3 in line for the White House, should something happen to Bush and Cheney.
AOL blogger and analyst Hilary Kramer
Compete comes out with the latest
not as well.
TechCrunch makes the great point that quietly,
has been dominating the
Gannon on Investing weighs in on
Paid Content shares Mary Meeker's
Democrat stocks roundup: The reality is that several categories of stocks will be positively affected by the elections. Here are the categories and stocks I believe will feel it the most.
The complete list of stocks related to
that should benefit from the Democrats back in the House.
And if you missed it the other day, here are the top holdings of the
, which ostensibly claims to focus on stocks that Democrats would like.
At the time of publication, Altucher and/or his fund had no positions in any of the stocks mentioned, although positions may change at any time.
James Altucher is a managing partner at Formula Capital, an alternative asset management firm that runs several quantitative-based hedge funds as well as a fund of hedge funds. He is also the author of
Trade Like a Hedge Fund
Trade Like Warren Buffett
. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Altucher appreciates your feedback;
to send him an email.
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