Change Of Mindset
Andy Xie is a former Morgan Stanley analyst now living in China ~~~ The biggest policy debate this year has thus far been when and how...
Sarkozy leaves “no doubt” on the EU support for Greece
France’s Sarkozy left “no doubt” in comments over the weekend that the EU stands behind Greece in its attempt to restructure...
FOMC Governor Litmus Test
As noted earlier this month (Geithner, Summers Lead FOMC Vacancy), there are 3 vacancies on the Federal Reserve — two Governors and...
Weekend Linkfest!
Some very interesting reading this weekend: • Why capitalism fails (Boston Globe) • Housing Help may bring another bubble (Las...
Rob Johnson & Josh Rosner Talk Reform with Dylan Ratigan
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Welcome to the Future
I, Robot The Mauldin Test Who Stole My Nanotech? Water, Water Everywhere, Nor Any Drop to Drink The Promise of Biotech DIY-Bio Random...
SAC: 30% Gains Annually for 18 Years
There is a fascinating cover story in the April Bloomberg Markets magazine about Steve Cohen, head of the firm whose name bears his...
And The Winner Is?
Bernanke. Paulson. Geithner. Summers. Snow. Greenspan. And now, in the comments section of the posts about Buffett’s...
The MAGI returns to Muniland
There are mixed forces impacting the valuation of municipal bonds. Some are Muni-favorable; they get little respect these days. Some are...