April 2010
1 post
InVenture Fund: InVenture responds to the NY... →
Microcredit has been mired in controversy lately—most recently on the front page of the New York Times, where Neil MacFarquhar’s piece about the commercialization of the microlending industry paints a bleak picture of the future of this institution. He’s right to point out that, in the wrong…
March 2010
3 posts
WatchFrank Partnoy on Off Balance Sheet accounting via Kedrosky
WatchBehavrioral economist, and one of my favorite professors at Princeton, speaks about happiness at TED… ”Money doesn’t buy you happiness, but lack of money brings you misery”
February 2010
17 posts
“American business is about maximizing shareholder value,” said Allen Sinai,...”
– From the NYTimes
“The US and Japan… soon China and the ECB - why all the concerns about who...”
– Tyler Durden (Zerohedge)
S&P 500 companies building cash by reducing Capex... →
How our patent system rewards people who troll for... →
“As to walking away, I just can’t let go of the fact that, when Blackstone...”
– Henry Blodget commenting on Business Insider article - “Man Bulldozes House Before It Gets Foreclosed”
Watch
WatchJK Rowling’s Harvard commencement speech on the fringe benefits of failure
Social Entrepreneurship
Last night, I joined my friend Elaine and attended Columbia Business School’s Annual Social Enterprise reception, and I was blown away by the energy devoted by people making a difference in this world. It’s humbling to see this energy harnessed for the greater good, and it makes you want to get involved.
Of course, it’s about giving - donations, energy, skills, advocacy and...
WatchJane Chen’s moving talk at TED about Embrace’s cost-effective solution to high infant mortality of premature babies.
David Rosenberg says be prepared for heightened... →
The Best Apps for Eating In →
meghanasha:
jordanreid:
The Huffington Post has officially declared Feb 22-28 “The Week of Eating In.” Inspired by Cathy Erway, author of The Art of Eating In (looking forward to reading this!), the experiment is intended to get those who take the pledge to make good food decisions both for themselves and for the planet.
Check out the above link to learn about some helpful apps for eating in,...
Ten investing lessons from GMO via Zerohedge →
PIMCO buying Brazilian debt →
Greek default hurts French/Germans more than the... →
January 2010
21 posts
Sam Huleatt on the benefits of sharing data →
Hussman's blueprint for financial reform →
Albert Edwards on how Central Banks robbed the... →
“Make no mistake. The banking system has become an agent of destruction for the...”
– http://www.nytimes.com/2010/01/20/opinion/20stockman.html
Please support the relief efforts in Haiti
Just made a donation to Doctors Without Borders. Please join and support their efforts in Haiti!
http://www.techcrunch.com/2010/01/07/yahoo-boss-doj... →
Is the VIX cheap or expensive at 20? →
“If you are presently an undergraduate, and you are being taught by someone who...”
– From Barry Ritholtz
Latest Hussman commentary →
Simon Johnson's deck from the AEA conference
via Paul Kedrosky
Recovery and Crisis Presentation for Glab Sept 14 2009
PIMCO letter
via Zerohedge
PIMCO 2010
How do online dating matching algorithms work via... →
MIT Tech Review: Social Media Mgt Platform... →
New Scientist: Using P2P for broadband streaming... →
New Scientist: CAD program developed for tinkering... →
Turns out those “games” like Sims, Sim City, Sim Earth were not so far fetched after all?
TraderMark's thoughts China's massive loan... →
Barron's: End of a Junk Rally
From Barron’s “End of a Junk Rally”:
Through the first 11 months of 2009, the return on the Merrill Lynch High Yield Master II Index was 56.3%, and it’s likely that 2009 ended with an annualized return of nearly 60%. High yield option-adjusted spreads, or yield margins, have returned to their 10-year historic average of 6.56 percentage points above comparable Treasuries....
Nomura's Richard Koo interviewed in Barron's
From Barron’s interview with Richard Koo:
Koo: I’m explaining to the Americans that the disease you’ve got, is the disease we got 15 years earlier. Most Americans are flabbergasted by the fact that the Federal Reserve has lowered interest rates to zero, flooded the market with liquidity — and the economy is still going absolutely nowhere. Unemployment is still increasing,...
December 2009
29 posts
Deflation v Inflation debate (Brait letter) via...
Brait Capital Hendry v Bond
James Howard Kunstler 2010 forecast via Zerohedge →
Sprott Dec 2009 letter via Zerohedge
Sprott December
WatchModern art - a mobile using mobile phones. Brilliant!
WatchFord’s latest innovative car. Hilarious - from the Onion
PIMCO's Mark Keisel looks to corporates for yield
Not sure I could bring myself to trust the bank balance sheets enough to buy their debt, but interesting to read nonetheless. Via Zerohedge
US_Credit_Kiesel_Picking_Winners_January -