Financial Markets

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

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Entries from May 2009

Paul Tudor Jones II: What’s so special about macro hedge fund managers?

May 31st, 2009 · No Comments · Markets

Paul Tudor Jones II 30 Jun 2008 What’s so special about macro hedge fund managers? I love trading macro. If trading is like chess, then macro is like three-dimensional chess. It is just hard to find a great macro trader. When trading macro, you never have a complete information set or information edge the way […]

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Sobering thoughts from David Einhorn

May 29th, 2009 · No Comments · Markets

David Einhorn speech “The curse of the Tripple A”. Read the whole thing here

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Warren Buffett

May 27th, 2009 · No Comments · Markets

The Master of Money Michael Lewis,  The New Republic Published: Wednesday, June 03, 2009 Warren Buffett. Credit: Alex Gross The Snowball: Warren Buffett and the Business of Life By Alice Schroeder (Bantam Books, 960 pp., $35) There is now a long shelf of books about Warren Buffett, but this is the first time he has gone […]

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Graphically : The Fall of GM

May 26th, 2009 · No Comments · Markets

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USA-China flowchart : Neat !

May 26th, 2009 · No Comments · Markets

Double-click on chart to get a better picture.

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Ackman off-base on Target

May 23rd, 2009 · No Comments · Markets

Monday, May 25, 2009 FEATURE Ackman’s Target Campaign Is Off-Target By ANDREW BARY Target’s stellar reputation should help the retailer fend off a misguided attack from activist shareholder Bill Ackman. TARGET, ONE OF THE NATION’S MOST SUCCESSFUL RETAILERS, is under attack by an activist investor who has lost his shirt, and his clients’, in a hedge […]

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Despite Rhetoric, Obama Still Following Cheney’s Lead in Dictatorial Justice

May 22nd, 2009 · No Comments · Geopolitics

Despite Rhetoric, Obama Still Following Cheney’s Lead in Dictatorial Justice It seems like the former vice-president is the one piggybacking on the new president’s detainee policy spotlight, but a top foreign-policy analyst argues that, when it comes to tribunals, it’s the other way around: the Obama administration is maintaining the practice of inventing justice as […]

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Tom Barnett : Seven Reasons Why Obama’s Nuke-Free Utopia Won’t Work

May 21st, 2009 · No Comments · Geopolitics

May 14, 2009, 12:58 PM Seven Reasons Why Obama’s Nuke-Free Utopia Won’t Work The president wants to rid the world of nuclear weapons. Sounds like he’s fighting the good fight, but Esquire.com’s global-strategy expert argues that it’s absolutely the wrong one — a fight that might open globalization’s door to World War III. By Thomas […]

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Former VP Richard Cheney on Security

May 21st, 2009 · No Comments · Geopolitics

Very clear exposition by former Vice President Dick Cheney on  9/11, it’s aftermath and the ongoing security of the United States and the world : Remarks by Richard B. Cheney By Richard B. Cheney  |  American Enterprise Institute (May 21, 2009) Richard B. Cheney Peter Holden Photography for AEI On May 21, 2009, former vice president […]

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George Friedman : The Strategic Debate over Afghanistan

May 11th, 2009 · No Comments · Geopolitics

The Strategic Debate Over Afghanistan May 11, 2009 By George Friedman After U.S. airstrikes killed scores of civilians in western Afghanistan this past week, White House National Security Adviser Gen. James L. Jones said the United States would continue with the airstrikes and would not tie the hands of U.S. generals fighting in Afghanistan. At […]

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