Josh Brown

The Takeawayblog

The Reformed Broker, Josh Brown, distills the best of the web each day – and offers some sage advice on social media along the way.

The Takeaway: Top investing themes for 2013, Apple slammed and more

Dec 5, 2012 @ 4:09 pm

By Downtown Josh Brown

PORTFOLIO

Goldman Sachs: Top Investing Themes for 2013. (Zero Hedge)

Talk of increased margin requirements at clearing firms slams Apple stock. (StreetInsider)

Emerging markets are beginning to work here - this is new. (The Reformed Broker)

Contra: Technician Greg Harmon says the long China trade looks premature. (Dragonfly Capital)

THE BIZ

The never-ending restructuring continues at Citi - another billion-dollar charge, another 11k jobs slashed. (The Atlantic)

Bank of America preparing for its upcoming stress test, "it's going to be fine, we got this." (Financial Planning)

OUTLIERS

Looks like there may have been some institutional front-running of the Disney-Netflix announcement. It's fine, don't worry about it. (Phil Pearlman)

***

Disclaimer: Joshua Brown is an investment advisor representative with Fusion Analytics. The content above is for informational purposes only, nothing here should ever be construed as investment advice or a solicitation to trade any securities. Mr. Brown or his firm may be long or short securities mentioned above for client or personal accounts at any time.

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