Opening Bell: 02.19.13

SAC’s Cohen May Face SEC Suit as Deposition Hurts Case (Bloomberg)
U.S. investigators have subpoenaed a 2011 deposition of SAC Capital Advisors LP founder Steven Cohen, whose sworn statements on insider-trading compliance may hurt him as he tries to persuade regulators not to file a lawsuit with the potential to shut his $14 billion firm. The SEC told the hedge fund Nov. 20 that it planned to sue SAC for securities fraud and so-called control-person liability for failing to supervise employees. The same day, the agency accused an ex-SAC portfolio manager and his hedge-fund unit of insider trading for persuading Cohen, 56, to make $700 million in illegal trades. Prosecutors also indicted the manager. Cohen’s testimony, reviewed by Bloomberg News, establishes his personal control over the unit, CR Intrinsic, and records his unfamiliarity with his firm’s compliance and ethics policies on insider trading. “I’ve read the compliance manual, but I don’t remember exactly what it says,” Cohen said.

Morgan Stanley Strives to Coordinate 2 Departments Often at Odds (Dealbook)
Traditionally, traders and investment bankers think of themselves as the elite of Wall Street and look down on the retail business, seeing it as pedestrian…Yet since Morgan Stanley moved to acquire control of the Smith Barney brokerage business from Citigroup in 2009, the balance of power has shifted to wealth management, which now accounts for almost 52 percent of the company’s earnings, up from roughly 16 percent in 2006.

Paulson Leads Funds to Bermuda Tax Dodge Aiding Billionaires (Bloomberg)
A decade after the U.S. Internal Revenue Service threatened to crack down on what it said were abuses by hedge-fund backed reinsurers, more high-profile money managers are setting up shop in tax havens. Paulson, SAC Capital Advisors LP’s Steven A. Cohen and Third Point LLC’s Daniel Loeb have started Bermuda reinsurance companies since 2011, following a similar Cayman Islands venture by Greenlight Capital Inc.’s David Einhorn.

Options Activity Questioned Again (WSJ)
Over the past year, unusually large positions were established shortly in advance of news that moved shares of Nexen Inc., Youku Inc., Human Genome Sciences Inc., Constellation Brands Inc. and, most recently, CBS Corp. All turned profitable after the news. A spokeswoman for the SEC, which regulates stock and options trading, said the agency would neither confirm nor deny the existence of inquiries into trading tied to those companies. No charges have been filed in the Heinz case, which was linked to a Swiss trading account, but the move to freeze the assets is one of the fastest enforcement actions ever filed by the agency, according to officials. The SEC said Friday that the timing and size of the trades were highly suspicious given the account had no history of trading in Heinz securities in the last six months.

Prosecutors, Shifting Strategy, Build New Wall Street Cases (Dealbook)
Criticized for letting Wall Street off the hook after the financial crisis, the Justice Department is building a new model for prosecuting big banks. In a recent round of actions that shook the financial industry, the government pushed for guilty pleas, rather than just the usual fines and reforms. Prosecutors now aim to apply the approach broadly to financial fraud cases, according to officials involved in the investigations…The new strategy first materialized in recent settlements with UBS and the Royal Bank of Scotland, which were accused of manipulating interest rates to bolster profit. As part of a broader deal, the banks’ Japanese subsidiaries pleaded guilty to felony wire fraud.

Russians Wade Into the Snow to Seek Treasure From the Sky (NYT)
Ever since the meteor exploded somewhere over this impoverished Siberian town, Larisa V. Briyukova wondered what to do with the fist-size stone she found under a hole in the roof tiles of her woodshed. On Monday, a stranger knocked on her door, offering about $60, Ms. Briyukova said. After some haggling, they settled on a price of $230. A few hours later, another man pulled up, looked at the hole in the roof and offered $1,300. “Now I regret selling it,” said Ms. Briyukova, a 43-year-old homemaker. “But then, who knows? The police might have come and taken it away anyway.” On Friday, terror rained from the skies, blowing out windows and scaring people over an enormous swath of Siberia. But by Monday, for many people what fell from the sky had turned to pure gold, and it touched off a rush to retrieve the fragments, many buried in deep February snows. Many of those out prospecting looked a lot like Sasha Zarezina, 8, who happily plunged into a snowbank here in this village of a thousand, laughing, kicking and throwing up plumes of powdery snow. Then she stopped, bent over and started to dig. “I found one!” she yelled. A warm breath and a rub on her pants later, a small black pebble, oval like a river rock, charred and smooth, was freed of ice. While trade in material from meteorites is largely illegal, there is a flourishing global market, with fragments widely available for sale on the Internet, usually at modest prices. At least one from the recent meteor was available on eBay on Monday for $32, and there is a Web site called Star-bits.com devoted to the trade — much to the displeasure of scientists and the countries where the objects were found.

UK’s Lloyds fined $6.7 million for mis-sold insurance (Reuters)
Britain’s financial regulator on Tuesday fined Lloyds Banking Group 4.3 million pounds ($6.7 million) for failing to handle complaints relating to insurance sold on loans and mortgages properly. The Financial Services Authority (FSA) said failings in the bank’s systems and controls resulted in up to 140,000 customers experiencing delays in receiving compensation for being mis-sold payment protection insurance (PPI).

Horsemeat Scandal Draws in Nestlé (FT)
Switzerland-based Nestle on Monday removed pasta meals from shelves in Italy and Spain and suspended deliveries of all processed products containing meat from German supplier, H.J. Schypke, after tests revealed traces of horse DNA above 1 per cent. Nestle said it had informed the authorities.

Is Berlusconi Getting a Poll Bounce From Tax Evaders? (CNBC)
The media mogul, who has been convicted of tax fraud, has promised to introduce a tax amnesty for evaders if elected and to abolish the real estate tax.

Swelling U.S. Labor Force Keeps Fed at Ease (Bloomberg)
In the short run, the larger labor force will have an unfortunate side effect: It will slow the fall in unemployment. Mellman sees the jobless rate dropping to 7.5 percent by year- end from 7.9 percent now. It fell 0.7 percentage point in 2012. In the longer run, a bigger supply of labor is good news because it swells the pool of Americans available and willing to work, enhancing the economy’s potential to grow, according to Julie Hotchkiss, a policy adviser at the Federal Reserve Bank of Atlanta. It also has a silver lining for investors. The gradual fall in unemployment will allow policy makers to keep monetary policy looser for longer without having to worry about igniting a wage- driven rise in inflation.

Couple Getting Affectionate Drive Through Home (WO)
“She told the investigating trooper that her and the boyfriend were getting a little amorous and the trooper suspects that’s probably why she lost control of the vehicle,” said Florida Highway Patrol spokeswoman Kim Montes. Walker lost control of the vehicle and slammed into an unoccupied home. The vehicle went all the way through the house. The impact was so dramatic, the pressure blew a window in another part of the house out. Florida Highway Patrol troopers said Walker was injured when debris fell inside the vehicle. She was taken to Halifax Medical Center to be checked out. Her boyfriend, Charles Phillips, was not hurt.

Comments (75)

  1. Posted by 2 cubes over | February 19, 2013 at 8:24 AM

    Only in Florida…

  2. Posted by Raymond James M&A MD | February 19, 2013 at 8:37 AM

    Hey!

  3. Posted by Mr. Frankenberger | February 19, 2013 at 9:18 AM

    $32 for a rock someone claims fell from the sky still seems high…

  4. Posted by Guy hoping 2013>2012 | February 19, 2013 at 9:21 AM

    Well, then I guess you won't be getting an invitation to the Paulson Shit That Fell From The Sky Advantage Fund.

  5. Posted by Im_a_Dude | February 19, 2013 at 9:21 AM

    which part? the empty house?

  6. Posted by Guest | February 19, 2013 at 9:23 AM

    Maybe she got a little thirsty… So she went down for a drink.

  7. Posted by PermaGuestII | February 19, 2013 at 9:26 AM

    Seems about right to me.

    -P.T. Barnum

  8. Posted by InfiniteGuest | February 19, 2013 at 9:40 AM

    Winner.

  9. Posted by Compliance | February 19, 2013 at 9:43 AM

    And check all the science assholes on the trading floor correcting us that "meteorites" are what's found on the ground after a "meteoroid" enters the atmosphere. They can lose millions of dollars and still feel comfortable correcting us on astrophysical bullshit.

  10. Posted by Mike Larson | February 19, 2013 at 9:45 AM

    <img src="http://Now.apparelbookstore.info/rest.jpg"/&gt; haha probably won't get that invitation.

  11. Posted by Guest | February 19, 2013 at 9:53 AM

    Stevie is F O O K E D, fooked.

    -Canadian Canadian

  12. Posted by Random Shmuck | February 19, 2013 at 10:02 AM

    Heigh!

  13. Posted by Guest | February 19, 2013 at 10:12 AM

    I don't know what the outcry over the horse meat is all about – there's nothing quite so good as a pack horse steak on a cold night after a long day of marching.

    - La Grande Armée

  14. Posted by David Guest | February 19, 2013 at 10:15 AM

    That little girl is going to be crushed when she learns it's just a frozen piece of goose shit.

  15. Posted by AIG Gaming Quant | February 19, 2013 at 10:15 AM

    Did the commentariat know that this is the 50th anniversary of the start of the game show "Let's Make A Deal"? All I can say is, "Come on down!!!"

  16. Posted by 1990's Poet | February 19, 2013 at 10:18 AM

    Here I sit all broken hearted; Paid a nickle to shazart and only farted. If that nickle broke your heart, I hope you shazart every time you fart.

  17. Posted by Donny | February 19, 2013 at 10:18 AM

    Non target w/bad GPA –> En masse interviewing in every city across the nation –> new prestige = blowj'z

    Guess managing granny's money and telling people I'm a wall street guy is working out!

    MS-SB First Line VP (formerly SSB second Line)

  18. Posted by Gabby Giffords | February 19, 2013 at 10:19 AM

    Chop suey!

  19. Posted by Swisshedge | February 19, 2013 at 10:20 AM

    In Soviet Russia SAC investigates YOU!

  20. Posted by Ma Bell | February 19, 2013 at 10:20 AM

    You are quickly becoming the king of "dial tone" comments.

  21. Posted by N. Hornblower | February 19, 2013 at 10:26 AM

    You got the ill communication….

  22. Posted by Guest | February 19, 2013 at 10:26 AM

    Hay!

    – European Whopper Junior

  23. Posted by Garrett | February 19, 2013 at 10:28 AM

    You guys are frick'n idots. LOOK what we are standing on a ROCK THAT FELL FROM THE SKY. Oh, dont believe me….fine. That is more time for me to harvest all the rocks on this planet. Gosh some dumbasses on this site.

  24. Posted by swisshedge | February 19, 2013 at 10:32 AM

    You ferkin penguin

  25. Posted by Swisshedge | February 19, 2013 at 10:34 AM

    Roses are Red,
    Violets are Glorious,
    DON'T ever creep up,
    On Oscar Pistorius.

  26. Posted by one dum bitch | February 19, 2013 at 10:37 AM

    you wouldn't get CA if I spotted you C-A-

  27. Posted by McGarrett | February 19, 2013 at 10:37 AM

    Chin, Dano……get me the names of everyone who has stood on a non-earth made rock in the last 400,000 years here in Hawaii. And is anyone else sick of the high note piano pounding in the NyQuil ads on TV?? Jeez.

  28. Posted by Al B. Fooked | February 19, 2013 at 10:39 AM

    I proudly produced the thumbs down click making the total at the time "-2".

  29. Posted by u drez nice uri | February 19, 2013 at 10:39 AM

    especially ping

  30. Posted by Guestalt | February 19, 2013 at 10:42 AM

    We French certainly know our military shit.

    - The Maginot Line

  31. Posted by Dumbass Oil Trader | February 19, 2013 at 10:42 AM

    What?

  32. Posted by Guest | February 19, 2013 at 10:43 AM

    The World According to Garp.

  33. Posted by Rip Van Winkle | February 19, 2013 at 10:44 AM

    Funny.

  34. Posted by Aye Bru | February 19, 2013 at 10:45 AM

    You will be ok as long as you are not a bathroom door. He hates them.

  35. Posted by Bored Guest | February 19, 2013 at 10:46 AM

    Proper fooked.

    -Mickey O'Neil

  36. Posted by Guest | February 19, 2013 at 10:50 AM

    I'd love to place my sac on advisors chins.

  37. Posted by Guest | February 19, 2013 at 10:54 AM

    LaxBro didn't sustain any injuries since he ducked.

  38. Posted by PippyLongSausage | February 19, 2013 at 10:56 AM

    Not today, InfiniteGuest, not today

  39. Posted by Nervous Noel Gal | February 19, 2013 at 11:01 AM

    Getting very nervous about that upcoming trip to go shopping Paris.

  40. Posted by David's Bridal | February 19, 2013 at 11:04 AM

    What? Worst comment since 2007.

  41. Posted by NakedShort | February 19, 2013 at 11:04 AM

    Dude has anyone else known of people that have been caught in extra marital affairs due to the Apple software update? This weekend 3 people I know were either caught or got caught because they updated the software on their iPhone and messages were forwarded to the family iPad. Needless to say they wont be buying Apple products anymore.

    -Guy who keeps his dingy in his pants, but wonders how many were ensnared in this update.

  42. Posted by guest | February 19, 2013 at 11:12 AM

    Cribbing comments from Deadspin is the NKI

  43. Posted by PermaGuestII | February 19, 2013 at 11:14 AM

    You sure do.

    - Dien Bien Phu

  44. Posted by PermaGuestII | February 19, 2013 at 11:16 AM

    Blowjz is Polish for "retail douchebag"

  45. Posted by Philandering UBS MD | February 19, 2013 at 11:20 AM

    Guess that's one upside to not being able to afford a family iPad

  46. Posted by Mark Kelly | February 19, 2013 at 11:23 AM

    What did I say at dinner last night? NEVER go full retard without cameras rolling or speaking infront of Congress.

  47. Posted by S. Ballmer | February 19, 2013 at 11:26 AM

    Shoulda bought a Surface, bro

  48. Posted by Locomonquio | February 19, 2013 at 11:28 AM

    Why does it always have to be white people problems on DB? I'm sorry, but I am an uneducated black female concilwoman from Detriot, I simply dont understand why we can't post more comments about job creation.

  49. Posted by Unsure | February 19, 2013 at 11:31 AM

    You need to deposit a nickle in order to dump at DB? WTF? Is this like at Aldi's you give a quarter to get a shopping cart?

  50. Posted by Bored Guest | February 19, 2013 at 11:32 AM

    Scathing case of examining your motives.

  51. Posted by Maxine's Staff | February 19, 2013 at 11:33 AM

    Sorry, we're racing against the clock here to figure out who exactly Timmy G's CEO is before he leaves town.

  52. Posted by friend'o'busted one | February 19, 2013 at 11:36 AM

    Yeah… icloud is a biatch … esp when your night out pics turn up scrolling through during breakfast on the family TV…

  53. Posted by Guest | February 19, 2013 at 11:39 AM

    Sounds like you know a bunch of ABS traders then.

    -Guy who took a page from drug dealers books and went pre-paid for second phone.

  54. Posted by long aapl | February 19, 2013 at 11:40 AM

    Apple's bedroom capitalism: letting the wife know you have a mistress so she steps her game up in the sack. genius

  55. Posted by family tradestation | February 19, 2013 at 11:48 AM

    huh…

    I thought it was surface pro

  56. Posted by Warburg Baller | February 19, 2013 at 11:50 AM

    can we call you Morgan Burner ?

    good handle from now on

  57. Posted by guest | February 19, 2013 at 12:03 PM

    Link it , or it wasn't cribbed…

  58. Posted by Longun | February 19, 2013 at 12:06 PM

    We're not that bad.

    Austerlitz

  59. Posted by Guesteban | February 19, 2013 at 12:11 PM
  60. Posted by Curiously | February 19, 2013 at 12:23 PM

    I heard his excuse doesn't have a leg to stand on.

  61. Posted by Aggie Math Dept | February 19, 2013 at 12:25 PM

    SurfacePro is the clean up company when you have a fire or flood issue in your house.

  62. Posted by MLJ | February 19, 2013 at 12:26 PM

    "Racing"……. Really??

  63. Posted by c level | February 19, 2013 at 12:32 PM

    how do you know a banker went to school in the big ten? he doesn't know how to turn off photo stream on his iPhone (hint: settings -> iCloud -> photostream off). oh and his wife is usually gross.

  64. Posted by PermaGuestII | February 19, 2013 at 12:39 PM

    How do you know a banker/trader/etc. is an idiot?

    He's generating a *photographic record* for his wife's divorce lawyer.

  65. Posted by Sign on Wall | February 19, 2013 at 12:53 PM

    "English Mangled Here"

  66. Posted by guest | February 19, 2013 at 12:56 PM

    So much of this confuses me

  67. Posted by Guest | February 19, 2013 at 1:08 PM

    Ignorance is not just bliss, it's a defense.

  68. Posted by Window Salesman | February 19, 2013 at 3:02 PM

    That's why ya gotta go with the triple-pane!

  69. Posted by Donny | February 19, 2013 at 4:00 PM

    this guy gets it

  70. Posted by Hit TV Show | February 19, 2013 at 4:05 PM

    Russians Wade Into the Snow to Seek Treasure From the Sky

  71. Posted by Ballsy | February 19, 2013 at 4:10 PM

    Actually kinda stuck on this one

  72. Posted by Guest | February 19, 2013 at 4:24 PM

    Nickel?

  73. Posted by quant me maybe... | February 19, 2013 at 5:42 PM

    Somehow this seems appropriate….

    <img src=http://4.cdn.tapcdn.com/images/thumbs/taps/2013/02/d9d0945ef09c55fc43fb00a3bfda519b-620650f4-sz483x750-animate.jpg" />

  74. Posted by quant me maybe... | February 19, 2013 at 5:43 PM

    Or even this …

    <img src=http://4.cdn.tapcdn.com/images/thumbs/taps/2013/02/d9d0945ef09c55fc43fb00a3bfda519b-620650f4-sz483x750-animate.jpg" />

  75. Posted by quant me maybe... | February 19, 2013 at 5:44 PM