Energy Storage in Short Supply
Last Summer, we were reminded over and over how we were running out of oil. Now we find…
January 8, 2009
Byron Wien: Ten Surprises for 2009
Byron R. Wien, Chief Investment Strategist of Pequot Capital Management, Inc., today issued his list of Ten Surprises…
January 6, 2009
El-Erian: Long-Term US Treasuries Overpriced, Mispriced
Barron's Andrew Bary writes today that it may be time to exit US Treasury market as it has…
January 5, 2009
"Swap" Inventor Blames Regulators for Financial Crisis
David Swensen, of Yale University Endowment investment management fame discusses the current state of the market and derivatives…
January 5, 2009
John Paulson Investing in Distressed Debt - 2009 Outlook
John Paulson, founder of $36-billion hedge fund company, Paulson & Company, (no relation of Secretary Paulson) and now…
January 5, 2009
20 Surprises for 2009: Doug Kass
Doug Kass, founder of Seabreeze Partners, a regular guest on CNBC, who is dubbed the anti-Cramer, as well…
January 1, 2009
Emerging Markets in 2009
Michael Hartnett, Chief Global Emerging Markets Strategist, Merrill Lynch is interviewed by Bloomberg TV, December 12, 2008 (click…
December 30, 2008
Memo to All My Valued Employees
Listening to AM640 here in Toronto today, I heard an excellent discussion about the letter from "The Boss,"…
December 29, 2008
Jim Rogers: Outlook for 2009
Jim Rogers speaks candidly with Bloomberg (December 23, 2008) about his outlook for 2009. The American economy will…
December 29, 2008
Commodities Performance in 2008
Commodity price performance has been a wild ride in 2008. The record of price movement is outlined in…
December 28, 2008
Madoff's Volatility
Felix Salmon Writes: A longtime reader of this blog got himself Bernie Madoff's return series from a Fairfield…
December 23, 2008
Oil Breaks $35: Commodities Snapshot
It wasn't that long ago, June 19, 2008, we had a conversation with Stephen Briese, author of the…
December 19, 2008
Rio Tinto/BHP Billiton at parity
Yep, the share prices of the two mining giants have crossed. After suffering another sickening fall on Thursday,…
December 19, 2008
Paul Krugman: The Madoff Economy
The costs of "America's Ponzi Era": The Madoff Economy, by Paul Krugman, Commentary, NY Times: The revelation that…
December 19, 2008
Healthy Diversion Brings Smiles
First Round Capital, a VC firm has created something really special here that proves that life's simple pleasures…
December 18, 2008
