| Making money off the new 30 Year Middle East War...(Author's note: here’s a sequel to the other article I wrote on investments and conflict:)
I’ll be going to Erbil, Kurdistan, to check on some our company’s investments. I’ve gotten my GoRuck pack, my desert boots, and of course my iPad with the Bloomberg app installed — baller. Our investments...|| 1 year 10 months|
| The Beats Acquisition Proves Apple has Lost its...Does the acquisition of Beats portend badly for the future of Apple? It may even be a desultory reminder that Apple, in effect, not only doesn't have a real plan to be as radical as Steve Jobs but no longer wants to be.
Apple’s R...|| 1 year 11 months|
| Start-up hedge fundI'm thinking of joining a hf of about 100 mil but as a partner. I'll forgo any salary to get the % of aum. However, what do you guys think given I probably won't be bringing in any clients for the next year or so as I adjust myself into hf. They want me on as a hedge investment guy, but surely I...|| 2 years 14 hours|
| My review of Michael Lewis’ Flashboys: A Wall...‘Socialism’, Albert Einstein said, is humanity’s attempt ‘to overcome and advance beyond the predatory phase of human development’, and for G.A. Cohen ‘every market … is a system of predation.’
It reminds me of the FX HFT market. Imagine a large men’s club, the larger men in one area, and the...|| 1 year 12 months|
| Why the recent flight to quality to Africa is an...Safety from the Ukrainian Crisis investors?
Fine, begin your sadly shortened investor’s joinery with a mixture of funk and bewilderment into the heart of financial darkness — the likes of Greece and Africa and two big winners in the most recent flight to quality. It does seem odd....|| 2 years 2 weeks|
| Making Money off of Fallen CountriesI recommend first looking into my previous article about the Ukraine before this in order to understand the strategic scope of a crisis, plotting it over-time, and how it can be alleviated for the sake of us, the financial observers.
What's below acts more as a guide than a real blog post...|| 2 years 1 month|
| Ukraine: What’s going on there and why we should...Putin once replied to a British Diplomat who sat beside him in The Kremlin saying, 'You have Guards with 18th century costumes, why shouldn't we!?' To which the diplomat replied, 'My dear President, you are supposed to be running a forward-looking Russia -- old costumes from Soviet-era films do not...|| 1 year 11 months|
| The CFTC Needs to F OffOften when financers hear of the term “democratic legitimacy’ they’ll either go running for the door as if the FBI HRT team is try to catch for crimes against humanity, or simply shake their heads. When it comes to the commodities houses and the CFTC, the Commodities Futures Trading Commission,...|| 2 years 4 months|
| What will the PRC Bank do with their Bad Banks?Note: For those not in the know, the PRC only delivers PRC –released data. Moody’s, Fitch, and S...|| 1 year 11 months|
| Is the carry trade the way forward?As a fixed income guy, it's entertaining it see the the S...|| 1 year 11 months|