Stay Away from Treasury Bonds
The bubble in Treasuries looks ready to pop, sending prices on government debt sharply lower. But just about every other corner of the...
The End of the Financial World As We Know It (and I feel fine)
The entire OpEd section of the Sunday New York Times has been taken over by an article jointly written by Michael Lewis and David...
Words from the (investment) wise 1.4.09
Words from the (investment) wise for the week that was (Dec 29, 2008 – Jan 4, 2009) Changing the digits on the calendar from ’08 to...
Doug Kass’ Possible Improbables
Every year, Doug Kass creates a list of forecasts. But these are not straight predictions; the basis of Kass’ column is that these...
Uncle Jay Explains 2008
Its pretty amusing — give it a few seconds to get going . . . (3 million page views in 2 weeks is pretty good!) It’s been a...
Globe and Mail Best Blog Financial Entries of 2008
Lovely article at the Globe and Mail, titled My favourite bloggers, on the “the best blog entries of the year” as related...
An hour with Bill Gates
Interesting Charlie Rose video from last week, overlooked during the holidays: An hour with Bill Gates, founder and chairman of...
US Military Force Structure
One view of the force structure (UNCLASSIFIED), via a briefing originated at JFCOM. This briefing like others should be available from...
Has Financial Development Made the World Riskier?
As noted earlier this week (“No One Saw It Coming” — REALLY?), in August 2005, professor Raghuram G. Rajan presented a paper at...
Jay Walker: A library of human imagination
Jay Walker, curator of the Library of Human Imagination, conducts a surprising show-and-tell session highlighting a few of the intriguing...