| Date |
Topic |
| 04/03/2010 |
From Vanity Fair "Betting on the Blind Side"
A great piece by Michael Lewis, reknowned commentator, about how one man bet against the US sub prime housing market, stuck to his contrarian convinctions and profited handsomely.
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| 24/01/2010 |
From the New York times "Taxing Wall Street Down to Size"
Great op-ed piece from the New York Times, intelligently written, that argues for President Obama’s moves to repair the banking system. Anything that reallocates capital to more productive uses gets a thumbs up from us. Well worth a read.
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| 18/01/2010 |
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| 02/09/2009 |
From the New York Times "How Did Economists Get it so Wrong?"
This one is for those (there must be some) who are interested in economic theory and the response from academics to the crisis we have just lived through. The article written by liberal economist and Nobel award winner Paul Krugman is a good summary of the core arguments in macroeconomics at present. I think it also presents a more general conclusion – that is to never forget to include a healthy dose of common sense in your thinking and to not fall in love with pseudo science in economics and finance.
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| 18/08/2009 |
From the New York Times "The Greenback Effect"
We always pay attention to the uttering’s of Warren Buffet who, over the years, has proven to be a very astute investor and observer of markets. In this recent piece he is commenting on the build up of debt by the US Government. We share Mr Buffet’s concerns.
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| 10/08/2009 |
From Vanity Fair "The Man Who Crashed the World".
This is a good read on the goings on at AIG. The article was written by Michael Lewis, an ex trader from Salomon Bros and author of Liar’s Poker (well worth a read). The article is long (12 pages) and gets a little technical but for the curious on how AIG tumbled it’s a good study and well written.
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| 01/06/2009 |
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