A Wall of Money
We have been mulling about why Soros (as we reported) expects the credit crisis to have real bad effects on the economy, and in his view, house prices have much […]
Making sense of George Soros
After having established pretty sound credentials by making his Quantum fund one of the early paragons in hedgefund land and taking on the Bank of England and coming out on […]
Managing the Asset Markets part IV
In the previous episodes (partI, II, III) we saw how ‘new economy’ forces increased productivity and flattened the business cycle, and restricted inflation more or less to asset markets. This […]
Protected: A promising stock in the battery sector
There is no excerpt because this is a protected post.
Managing the asset markets Part III
We’ve discussed on two previous occasions (which you can find here, and here) how the business cycle has been flattened due to higher productivity growth, snazzy technology, and a shift […]
Natural gas is cheap in relation to oil
We’ve found a couple of interesting articles today on the oil and natural gas markets. Since we advise a position in InterOil, which despite it’s name is a natural gas, […]
Is the worst behind us?
Some people who carry some cloud seem to think so. Notwithstanding a raft of bad figures from the housing market and mortgage suppliers, Treasury Secretary Hank Paulson and Merrill’s John […]
Managing the asset markets? Part II
Last week we discussed forces that were supposed to flatten the business cycle. However, they set in motion other forces that actually increased the business cycle. This is hardly a […]
Spring is in the air
Leaves return on trees, plants start to blossom, skirts shorten, people relax, Federer gets his ass kicked by a Spanish concentration of testosteron (style over brute force), it’s good to […]
Some strange market logic
Sometimes, markets do not work as one is inclined to expect. For instance, when the housing and credit crisis started to really scare the markets early this year, and increasingly […]