Saturday, December 31, 2011

@AllAmerInvest, The Dumbest Idea, Rogue Hedge Funds, Get Bullish, B of A a Laggard

The Dumbest Idea In The World: Maximizing Shareholder Value

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SEC Ups Its Game to Identify Rogue Firms
It is the Securities and Exchange Commission's new "most-wanted" list: a chart covered with handwritten notes, yellow highlighter and the names of about 100 hedge funds.

All American Investor

MORGAN STANLEY: Here Are 6 Reasons To Be Bullish On Stocks In 2012
Factors arguing in favor of equities include: (i) negative real interest rates and possible further monetary stimulus; (ii) robust S&P 500 profits (+18.9% y-o-y for 1Q2011; 12.1% y-o-y for 2Q2011; +17.9% y-o-y estimated for 3Q2011; and +10.0% y-o-y estimated for 4Q2011); (iii) continued GDP growth in emerging Asia and Latin America; and (iv) a likely soft landing in China (Morgan Stanley continues to estimate real GDP growth of 9.0% in 2011 and 8.4% in 2012).

BofA mulls more asset sales to boost capital
Bank of America Corp (BAC.N) is lagging behind its major U.S. competitors in complying with new capital rules, leading the bank to consider even more asset sales, sources said.

Original content Bob DeMarco, All American Investor