Thursday, July 9, 2009

Twittering

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https://twitter.com/hedgething Man's got a point. A recent column in another newspaper asked whether the “long tail” of blogging was dyi...
7 comments:
Friday, April 24, 2009

Not seeing it

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Was early into this rally and out much too early . But I still can't quite see it, myself. From my mate Gary Balter at Credit Suisse : ...
1 comment:
Friday, February 13, 2009

Risk Free - Equity Risk = Free Equity?

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Felix Salmon notes how Moody's is now splitting their sovereign Triple-A ratings into 3 categories... Resistant, Resilient and Vulnera...

From "Liar Loans" to "Liar Subsidies"

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Big late rally in the markets based on a Reuters report that the government will work towards subsidizing mortgage payments of troubled hom...
Tuesday, February 10, 2009

Yay... Gimme some o' THAT bailout!!!

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As reported all over the place, including the FT , the Obama administration is avoiding the word "Bad Bank" and going for "Ag...
Friday, February 6, 2009

Mark to Make-Up? Fiat Bank!

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From today's FT : "The financial sector, down as much as 4.7 per cent soon after the open, rallied as much as 4.1 per cent after sp...
Tuesday, February 3, 2009

So how's the Asian ADR portfolio doing?

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Not so good - not losing any money at all, but not making much either. Better than a slap in the face . Long positions on Marketocracy : ...
Thursday, January 29, 2009

Dirt Bag on Wall Street - who knew?!

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From " The Epicurean Dealmaker ", linked at left, a great piece on Goldman: The Dirt Bag Chronicles . "Seriously, now, can we...
Wednesday, January 28, 2009

It's OK to be late! Early really IS the new wrong!!

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Gosh, those Merrill ("BAS-ML") analysts are being productive, these days. Wonder why? Nigel SuperQuant Tupper has an interesting ...

"Don’t be fooled..."

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All seems well in the world, as I return from the CNY break... yes, we're heading into the Year of the Ox, which is basically the same a...
Tuesday, January 13, 2009

0.96

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"Researchers at Cambridge university have found a strong statistical link between the profitability of male traders at a London bank an...
Monday, December 29, 2008

Year of the Ox, 2009... Is an Ox Year the same as a Bull Year??

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In case anybody is wondering, the first day of the next Chinese New Year falls on January 26th 2009. The character ( 牛 ) for the ox is, uns...
Friday, December 26, 2008

Highly recommended...

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... taking a week off to ski where there's no (GPRS) Blackberry coverage... Merry Christmas, all! --- Meanwhile, MBA mortgage applicati...
Saturday, December 13, 2008

Bailseverimulus

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I don't get it about the auto bailout, particularly the panic in all the Asian markets on Friday at the announcement of its failure to p...
Thursday, December 11, 2008

Is Mr ZIRP coming to the US?!

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So 3 month Treasury yields fell through the floor - one indicator of low risk appetite... with equity markets shooting up... Riiiight... Or,...
1 comment: