10 Thursday AM Reads
As we rapidly approach the week’s – and the year’s – denouement, its important to keep some perspective (William Goldman was...
10 Wednesday PM Reads
My afternoon train reads: • Are We Witnessing a Melt-Up In Long-Term Bonds? (A Wealth of Common Sense) • Shale is to OPEC as the...
CUBA Herzfield Caribbean Basin
In the announcement of US potentially normalizing relations with Cuba, the $33 million dollar closed end fund “Herzfield Caribbean...
10 Wednesday AM Reads
My post holiday party, how did I get home from Brooklyn, morning reads: • Putin on the Fritz (Krugman) see also Checkmate, Putin....
Colbert on the Torture Report
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Two Sectors & Two Observations
Two Sectors & Two Observations David R. Kotok December 16, 2014 Two Sectors. As we approach 2015, two standout...