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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.

Wednesday, May 23, 2007

Thursday, May 17, 2007

Tuesday, May 15, 2007

Art Hedge Fund

A new offering in alternatives space.

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.

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.