Financial Markets

Random musings on global financial markets, technology, physics and geopolitics

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Entries from April 2009

The Coming of the Fourth American Republic

April 26th, 2009 · No Comments · Geopolitics

A nice broad perspective . . . The Coming of the Fourth American Republic By James V. DeLong Tuesday, April 21, 2009 The Special Interest State that has shaped American life for 70 years is dying. What comes next is uncertain, but there are grounds for optimism. The United States has been called the oldest nation in […]

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Peter Huber on energy, carbon and the climate

April 21st, 2009 · No Comments · Energy

PETER W. HUBER Bound to Burn Humanity will keep spewing carbon into the atmosphere, but good policy can help sink it back into the earth. TEUN VOETEN/SIPA Cheap coal, like that extracted from this Chinese mine, is essential to the developing world’s economic growth. Like medieval priests, today’s carbon brokers will sell you an indulgence […]

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Technology in the battlefield

April 13th, 2009 · No Comments · Geopolitics, Technology

A perspective on the use of technology in the battlefield.  Read it here.

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Credit Default Swaps – an informed perspective

April 12th, 2009 · No Comments · Markets

The last paragraphh is very interesting  !!! Credit Default Swaps – Through The Looking Glass Posted At : April 12, 2009 12:42 AM | Posted By : Satyajit Das CDS contracts and credit derivatives are complex and powerful financial instruments that frequently have unforeseen consequences for market participants and the financial system. As former New […]

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Stratfor : Obama’s Strategy and the Summits

April 12th, 2009 · No Comments · Geopolitics

Obama’s Strategy and the Summits George Friedman – Stratfor The weeklong extravaganza of G-20, NATO, EU, U.S. and Turkey meetings has almost ended. The spin emerging from the meetings, echoed in most of the media, sought to portray the meetings as a success and as reflecting a re-emergence of trans-Atlantic unity. The reality, however, is […]

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The Future of Energy Vinod Khosla

April 11th, 2009 · No Comments · Energy

In general I agree with much of what Vinod Khosla has to say. Read Part I here

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Defense Secretary Robert M. Gates : Budget Press Briefing April 2009

April 6th, 2009 · No Comments · Geopolitics

U.S. Department of Defense Office of the Assistant Secretary of Defense (Public Affairs) Speech On the Web:  http://www.defenselink.mil/speeches/speech.aspx?speechid=1341 Media contact: +1 (703) 697-5131/697-5132   Public contact: http://www.defenselink.mil/faq/comment.html or +1 (703) 428-0711 +1 Budget Press Briefing (Arlington, VA) As Prepared for Delivery by Secretary of Defense Robert M. Gates, Arlington, VA, Monday, April 06, 2009       […]

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Rules- vs. Principle-Based Regulation ?

April 6th, 2009 · No Comments · Markets

  Commentary: The Perils of Principle-Based Regulation March 24, 2009 By Danielle D’Angelo of the Nelson Law Firm In recent years, the SEC has been making a move toward more “principles-based” regulation, in which regulatory guidance provides broad compliance principles and leaves regulated firms to figure out how to apply those principles to their own […]

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Proposal for Modified Uptick Rule

April 2nd, 2009 · No Comments · Exchanges

A consortium of US exchanges have proposed a modified uptick rule. Read the letter to the SEC here

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Jamie Dimon’s Letter to Shareholders 2009

April 1st, 2009 · No Comments · Markets

I have great respect for Jamie Dimon, CEO of JPMorgan. You can read his shareholder letter here

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