September 2, 2008
Quote of the day goes to this piece in Bloomberg on how Iraq bonds are outperforming those of Ohio banks. It is, in some surreal sense, the ultimate uncorrelated investment -- which means it belongs in your portfolio, of course:...
Some quick links to things others may find interesting: Michael Wolff gets to promote his new Rupert Murdoch book (Vanity Fair) Great new issue of Chance (on probability) is out (Chance) Carlos Kleiber, the world’s best conductor (circa 1990), only...
So, was Gustav a near miss -- an almost-Katrina -- or was it just another example of why weather forecasting remains up there with Kirlian auras as a scientific pursuit? Some good analysis follows of the nearness of the Gustav...
I have a host of speaking events coming up -- including following T. Boone Pickens at one event, which can only go badly -- but one that I have been meaning to mention is a panel for the CFA Society...
Debate topic: My buddy Marc Andreessen is finally right, Google's new Chrome browser -- which has been coming for roughly as long as .... oh, let's say Guns 'n' Roses Chinese Democracy -- is finally reducing Windows to a poorly...
When investors talk about the weather, should anyone listen? That is the question on many people's minds today after Gustav tracked further west than most hurricane forecasters thought it would, weakened materially before landfall, and generally didn't live up to...
