January 2009
24 posts
December 2008
31 posts
Doug Kass' 20 Surprises for 2009 →
If the Chicago School stands for anything it stands for the power of free...
– The Death of Cook - Going Private
Prius: It’s Not Just a Car, It’s an Emergency... →
At the heart of it is the conceit that we (the United States) can tame the...
– The Death of Cook - Going Private
Curve Thoughts
The recent move in the US Treasury curve has defied some expectations of how it should behave when a large wave of government borrowing and currency printing is announced. Many trends are fairly easy to spot, but it’s timing and executing on the that trend that will make you the big bucks. We need a series of catalysts to provoke a Treasury unwind and they could come in a number of...
This study shows that people’s propensity to gamble and their investment...
– Who Gambles In The Stock Market?
Stock Investors Lose Faith, Pull Out Record... →
“More than half of the small investors surveyed still expect annual gains of 10% or more over the next decade — at, or above, historical averages.”
The Google Street View Prank →
FactSet Research Systems 1Q profit rises 21 pct →
The Big Picture →
This is a must see
Data Visualization: Modern Approaches →
SEC Gives Social Investing Site kaChing Green... →
Peter Gammons: If teams wait, big names could be... →
The link below...
is something I continually struggle with. In this day where probabilities and stats drive almost every line of business decision making, we have been trained to let the numbers do the talking. To some extent, that has been a great thing. But it also has a tendency to take the creativity out of things and replace the “thought experiment” exercise. Successfully navigating the markets and...
Paul Wilmott's Blog: Magicians And Mathematicians →
What Wall Street did so well, for so long, was to give people jobs that they...
– Michael Lewis
Clout Street →
Between Blagojevich and Daley, this blog is more entertainment than anything lately.
Don’t squeeze anyone. Make other people rich. Align interests and move on. You...
– great words of wisdom from andy swan which i totally agree with
Howard Lindzon (via fred-wilson)
Similar to what Goldman Sachs used to preach — “don’t jam the client” — which was the opposite approach of many I-Banks, and part of the reason why some of them no...