Inflation Worries Fade As Real Yield Rises
It’s no surprise to learn that inflation expectations have been pounded downward in the wake of the financial crisis, although the magnitude of the drop may... Read »
Bill Gates’ New Sci-Tech Company
According to a report from TechFlash, a news site that covers the technology industry in the Pacific Northwest — Microsoft (MSFT) founder and chairman Bill... Read »
How Much More Can the Dollar Rise and Will It Hurt Exporters?
Dollar bulls continue to take the markets by the horns, driving the British pound to a 5 year low and the Euro below 1.28. Deleveraging and risk aversion have been... Read »
CITIC Pacific and Risk Management Practices
After several rallies in the past month I said it was just a question of time before the Chinese stock markets tested its recent lows, and today the SSE Composite... Read »
Carl Icahn Doubles Stake in Lions Gate
Carl Icahn has more than doubled his stake in the Hollywood’s largest independent movie and TV studio – Lions Gate Entertainment (LGF). According to... Read »
McDonald’s Riding High By Pricing Low
McDonald’s Corp. (MCD) reported perhaps not surprising but certainly spectacular earnings for its third quarter. McDonald’s has obviously benefited from consumers... Read »
Blogging For Apples: Wall Street Drowns, Bloggers Victorious
Research has certainly come a long way… Fortune magazine wrote a great article today comparing the efficacy and accuracy of Wall Street research houses that follow... Read »
Absolute Return Funds: Challenges and Opportunities
At different times I’ve talked about adding more absolute return in if we can no longer rely on equity returns the way we used to. That sounds ok I guess but... Read »
Risky Currency Bets Cripple Many Companies
In an interesting twist of fate, currency bets are beginning to cripple the corporate sector. Apparently many corporations did not believe that the dollar would... Read »
Samsung Abandons $5.9 Billion Bid for SanDisk
Samsung Electronics has decided to withdraw its $5.9 billion unsolicited takeover bid, lunched on Sept. 17 for flash memory card maker SanDisk Corporation (SNDK).... Read »






