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Behind the Great Firewall of China
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Smart Censorship and Air Quality Data in Beijing.
Ted.com, July 2012 , Michatel Anti (aka Jing Zhao)
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How Good An Indicator Was "The Death of Equities" Cover
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In his monthly outlook for August, famous bond investor Bill Gross declared that "The cult of equity is dying." Naturally, Bill Gross' comments brought up memories of the famous "The Death of Equities" BusinessWeek cover from 1979, and what a good buying opportunity that was for US equities.
Bespoke Investment Group, August 1, 2012
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Can It Really Be That Easy?
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"If the pattern continues, the S&P 500 could be set up for a nice rally to end the Summer. Will it hold? Only time will tell, but if the historical pattern has worked so far, what's to stop it from continuing?"
Bespoke Investment Group, July 29, 2012
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Smart Censorship
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Behind the Great Firewall of China, Ted.com, July 2012 , Michatel Anti (aka Jing Zhao)
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...a little emotionally scared
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Cazenove Capital Management, Fund Commentary, July 2012
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The Incredible Jobs Machine
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How can government do the right thing to help productivity and the employment it fosters? Get out of the way. Every government-mandated low-flow toilet, phosphorous-free dishwasher detergent, CFL light bulb, and carbon-emission regulation is another obstacle on the way to a productive, job-creating economy that produces things consumers really want.
WSJ, July 16, 2012 , Andy Kessler
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Could You Survive
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The current issue of Outside magazine has an article called "Could You Survive" with 27 tips on how to survive a shark attack, a cougar attack, an avalanche, falling through ice, and a forest fire. The tips seem very relevant to how to survive in markets.
Daily Speculations, July 16, 2012 , Victor Niederhoffer
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...on Greece, Treasury and the Partheon
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FPA Capital Fund, Inc., Quarterly Commentary, 2nd Quarter, June 30,2012
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Financing the Global Transition
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Interesting remarks on the current financial situation by the Governor of the Bank of Canada
Mark Carney, Governor of the Bank of Canada , 21 June 2012
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How heavenly is the German haven?
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Angela Merkel stated last week: “Germany is strong. Germany is the economic engine and the anchor of stability in Europe. (...) But Germany’s strength is not infinite”. We could not agree more with the latter part.
Lombard Odier, June 21, 2012 , Investment Strategy Group
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