Winners And Losers
Little piece from WSJ on who is winning and who isnt among hedge funds. Interesting to see that John Paulson who was a big winner with his bet against housing is not doing so well.
UK Riots
Just in time for Christmas
Quite Apt
Having listened to a lot of the drivel that is being sprouted as expert commentary over the past few days I thought this rather neatly summed up the standard of comments.
I’m Relaxed….How Are You Doing?
I have just returned from a rather extended breakfast with someone to find that the market has continued to crap itself. You might ask how I can only just be getting back from brekky at 11.30 – surely I would have been in front of the screen from first light. Nope……not a chance, but I…
DetailsE Trade Baby
These are about the right tone for today Uncensored ETrade Baby Etrade Baby Girlfriend ETrade Baby First Class ETrade Baby Time Out
DetailsMy Brain Made Me Do It
This is probably quite topical given the developments of the past few days. BRADLEY ALFORD, a money manager in Atlanta, just hit the panic button. No, really. Mr. Alford just hit the key on his computer that initiates the Wall Street equivalent of the nuclear option: Sell everything. He was acting on orders from two…
DetailsNot So Super
Every now and again you come across an article by accident that requires a detailed comment other than the usual simple dismissive. Over the weekend I came across the following article in The Age – parts of it cried out for comment. THE stockmarket rout has wiped an estimated $30 billion from Australian superannuation funds…
DetailsSo What Now?
I got dropped this quote early this morning and asked to comment on it – • During a secular bear market, an investor’s job is to manage risk and preserve capital. • During a secular bull market, it is to maximize return. As a starting point I tend to agree with the overall tactical philosophy…
Details
