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,...