Wednesday, May 30, 2007
China Stocks
No short term trading for now. The 30 bp tax is the same as Japan in the old days. But Japan's was only for foreigners on sales. This is for all and on both sides. Stock loan is also hard, if not impossible.
Thursday, May 24, 2007
Understanding Poll Results
The Pew Research poll that showed the number of American Muslims that liked Al Queda, favored suicide bombing etc was a non-negative number got lots of play. However it is just as scary what the rest of us believe.
Do we really want to remember Everything?
An interesting essay on the future of computing.
Gorden Bell of Microsoft, one of the original Digital Computer guys who drove the establishment of the net., thinks about what we will do when we have information about everything.
Gorden Bell of Microsoft, one of the original Digital Computer guys who drove the establishment of the net., thinks about what we will do when we have information about everything.
Wednesday, May 23, 2007
Monday, May 21, 2007
Why are gas prices so high?
And why are our politicians so uninformed?
Saturday, May 19, 2007
If you always wondered..
Why Chinese move interest rates by 18 bps? You are ...
Thursday, May 17, 2007
Income Inequality
Is it education or something else? If education explains income differentials why is the gap amoung dentists growing? Only your dentist knows for sure.
Wednesday, May 16, 2007
Why Cayman
An answer why non-profit money wants offshore hedge funds. Even they need to dodge taxes too
Tuesday, May 15, 2007
Alpha may be beta in disguise.
This is an old Vanguard paper looking at the recent false debate between separating alpha and beta. It all depends on how you define the risk factors.
Sunday, May 06, 2007
Don't get old
Some depressing reading for us 40 somethings.
Thursday, May 03, 2007
Stop CEO Whining
SOX while bothersome, is not causing the decline of American capital markets says a new paper. CEO's should look inward.
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