February 25, 2009
I was sent the following Tiger-related slide by a reader in the financial services industry. I’m reasonably sure he’s kidding. For this to be a defensible trading model it would have had to include the effect on Lehman last September...
Judging by the top headlines on Bloomberg just now, the credit crisis is over. Why? Because Tiger Woods is golfing. As flagged below, stories about the crisis are being pushed out, with three of the top five current Bloomberg headlines...
The following pop-up on a New Scientist map of the U.S. implications of a 4-degree Celsius temperature increase made me laugh uneasily. The idea of needing street directions to the end-times is such a 2st-century thing. More here....
I have a piece over at The Daily Beast on why the stock market hates President Obama. Or at least why people say that it does. And on why you could have crafted a nice trading strategy around Henry Paulson...
A WSJ OpEd by Jeremy "stocks for the long run" Siegel today is a little nutty. In essence he argues that the S&P 500 is cheap(er) if you weight earnings by market capitalization, instead of simply including them in the...
Japan exports plummet 46% (Bloomberg) Stress Test for Banks Exposes Rift on Wall St. (NYTimes) Gartner cuts IC forecast, sees 24% drop (EETimes) America invented everything (The Atlantic Business Channel) The Merrill Lynch compensation bubble (ZH) Obama's state of...
An hour with Morgan Stanley CEO John Mack from the Charlie Rose show this week:...
A wonderful clip from a 1997 Frontline segment on the then-booming U.S. stock market. With the Dow back to comparable levels, it is surprisingly relevant viewing. ...
