IS DAVID ROSENBERG TURNING MORE CONSTRUCTIVE?

30 November 2010 by TPC 1 Comment

Have the last of the permabears started to change their tune?? I think it’s a stretch to say that Mr. Rosenberg is turning bullish, but his note this morning contained some unusually constructive comments.? Specifically, Mr. Rosenberg expects an upside surprise in tomorrow’s ISM report:

“The Dallas Fed Manufacturing Survey was another strong U.S. regional survey, adding to the list of manufacturing polls that have been better than expected. General business activity jumped to 16.2 from 2.6, the best reading in seven months. Similar to many of the other regional surveys, the components mirrored the strong headline with production up strongly. The labour subcomponents were solid as well, with the average employee workweek rising to 6.2, reversing four months of declines and the number of employees rose to 5.8, much better than the -4.1 reading in October and the highest level since May. Overall, we continue to expect an upside surprise to the ISM index due out tomorrow, which is expected to come in at 56.5 in November.”

Source: Gluskin Sheff

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DEEP THOUGHTS FROM DAVID ROSENBERG

27 November 2010 by TPC 1 Comment

Via WealthTrack:

“On this week’s Consuelo Mack WealthTrack, a Financial Thought Leader who called the credit and housing bubbles way ahead of the pack. Gluskin Sheff’s prescient Chief Economist, David Rosenberg shares his economic and market outlook, plus advice on how to invest in it.”

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DAVID EINHORN: A RARE INTERVIEW

22 November 2010 by TPC 2 Comments

WealthTrack with Consuelo Mack aired this rare interview over the weekend with David Einhorn of Greenlight Capital.? Mr. Einhorn describes what happened to the US financial system that resulted in the current crisis and how many of these problems persist.? Einhorn also covers his broader investment outlook.? He says QE2 will not succeed, he would not own any of the big banks and explains his outlook on gold and why gold represents real money.? He also goes into detail regarding his current portfolio, what he likes, what he dislikes and why it is more difficult to find good long positions (than shorts) in this overvalued market:

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The content on this site is provided as general information only and should not be taken as investment advice. All site content shall not be construed as a recommendation to buy or sell any security or financial product, or to participate in any particular trading or investment strategy. The ideas expressed on this site are solely the opinions of the author(s) and do not necessarily represent the opinions of firms affiliated with the author(s). The opinions of all guest authors or contributors can and will differ from those of Mr. Roche. These opinions do not necessarily represent the opinions or investment decisions of Mr. Roche. The author(s) may or may not have a position in any security referenced herein and may or may not seek to do business with one another or companies mentioned via this website. Any action that you take as a result of information or analysis on this site is ultimately your responsibility. Consult your investment adviser before making any investment decisions.

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David Janollari And Chris Linn To Take Over For Tony DiSanto At MTV

By NELLIE ANDREEVA | Sunday November 7, 2010 @ 6:46pm PST

EXCLUSIVE: I hear MTV is finalizing its succession plans in light of the pending departure of the network's?president of programming Tony DiSanto.? DiSanto and his top lieutenant, SVP series development Liz Gateley, are?leaving at the end of the year to work on their newly launched production company, in which?Ben Silverman's IAC-owned Electus has a stake.

I hear that the bulk of DiSanto's responsibilities will be divided between EVP scripted development David Janollari and EVP MTV Production Chris Linn. Janollari will continue to oversee all scripted development for the network and may take over some unscripted responsibilities as he is expected to oversee all West Coast development. Chris Linn, who has been the current executive on MTV's biggest series, Jersey Shore, while also heading development and production of TV movies and production of pilots and series, is expected to take oversight of East Coast development. MTV won't appoint a direct replacement for the network's unscripted head Gateley but the network has been preparing for her departure with 2 key appointments in the unscripted area in the past few months: Lauren Dolgen was promoted to SVP of MTV Series Development, West Coast and well-known reality producer Shannon Fitzgerald was hired as VP series development, East Coast.

Meanwhile, MTV general manager Stephen Friedman who was already overseeing scheduling for the smaller MTV nets such as MTV2and mtvU, is expected to also do so for the flagship MTV as well as take over the specials and events portion of DiSanto's portfolio. Friedman already reports to Van Toffler, president of MTV networks Music/Logo/Films Group? to whom Janollari and Linn are also expected to report. It took over a month for MTV to close Janollari's new deal, which is also how long it took for his first pact when he joined the network in January. MTV is expected to make the announcement this coming week.

TV Editor Nellie Andreeva - tip her here.

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Weinstein Company art financing arm. Will be name finance Vet David Hutkin to run

The : the Weinstein Company is close to the signing of film finance veteran David Hutkin to join the company and oversee a new division called strategic initiatives, investment and banking group. I'm told Hutkin is in talks to come on board as Executive Vice President and bring the long-time colleague Vivian Tarn with him. Hutkin spent 15 years working at high structured debt and corporate subscription to the industry of entertainment at many banks. More recently, he was head of entertainment for the first California bank finance and before that worked for Bank of America, ICB Entertainment finance and organisation of Horwitz Lewis. Hutkin has worked on hundreds of films including My Big Fat Greek Wedding, Monster, the illusionist and Tudor's ShowTime financing.? Hutkin, which will be based in Los Angeles, the TWC film and discusses the investor funds and report to the co - CEO Harvey and Bob Weinstein and COO David Glasser.

The Weinstein Company from a reactivation, recently adding Donna Gigliotti to the Presidency of the production of the Weinstein Company and Brad Luff as President of film dimension and the Oscar season with several contenders entrepreneurs, including directed Tom Hooper King's speech .Hutkin will seek opportunities more as Weinstein funding alliance with billionaire Len Blavatnik image formation and acquire films in conjunction with the UK icon.

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