Archive | February, 2011

February 3, 2011 – An Insider’s Review of Wall Street: Money Never Sleeps

Featured Trades: (WALL STREET) 3) An Insider’s Review of Wall Street: Money Never Sleeps. One of the great things about flying first class is that you often get to meet some pretty interesting people. During the early eighties, I found myself on a flight from Los Angles to New York sitting next to an unknown […]

Read full story Comments are closed

February 3, 2011 – Quote of the Day

'To get rich is glorious!' said Deng Xiaoping, the Chinese general who launched the country's modern economy in the seventies.

Read full story Comments are closed

February 2, 2011 – April 4 London, England Strategy Luncheon

Featured Trades: (LONDON STRATEGY LUNCHEON)   1) April 4 London, England Strategy Luncheon. Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in London, England on Monday, April 4, 2011. A three course lunch will be followed by a 45 minute PowerPoint presentation and a […]

Read full story Comments are closed

February 2, 2011 – Ponzi Schemes

Featured Trades: (PONZI SCHEMES) 2) I spent a sad and depressing, but highly instructional evening with Dr. Stephen Greenspan, who had just lost most of his personal fortune with Bernie Madoff. The University of Connecticut psychology professor had poured the bulk of his savings into Sandra Mansky's Tremont feeder fund; receiving convincing trade confirms and […]

Read full story Comments are closed

February 2, 2011 – More Insights on Egypt

Featured Trades: (MORE ON EGYPT) 3) More Insights on Egypt. I had dinner with Neil MacFarquhar, UN Bureau Chief and former Cairo Bureau Chief for the New York Times, to get the latest view of what is happening on the Arab 'street.' MacFarquhar grew up in Libya around the time I tried to visit the […]

Read full story Comments are closed

February 2, 2011 – The Long View on Emerging Markets

Featured Trades: (EWZ), (RSX), (PIN), (FXI) 4) The Long View on Emerging Markets. I managed to catch a few comments in the distinct northern accent of Jim O'Neil, the fabled analyst who invented the 'BRIC' term, and who has been kicked upstairs to the chairman's seat at Goldman Sachs International (GS) in London. Jim thinks […]

Read full story Comments are closed

February 2, 2011 – Quote of the Day

'The Fed only knows two speeds; too fast, and too slow,' said Nobel Prize winning economist Milton Friedman to me over lunch one day.

Read full story Comments are closed

February 1, 2011 – Thoughts on Egypt

(SPECIAL MIDDLE EAST ISSUE) Featured Trades: (THOUGHTS ON EGYPT)   1) Thoughts on Egypt. When I first visited Egypt in 1977, they tried to kill me. I was accompanying US Secretary of State Henry Kissinger on an Air Force jet as part of his shuttle diplomacy between Tel Aviv and Cairo. Every Arab terrorist organization […]

Read full story Comments are closed

February 1, 2011 – Quote of the Day

I enjoy issuing Berkshire stock as much as I relish preparing for a colonoscopy,' said Oracle of Omaha Warren Buffet of Berkshire Hathaway (BRK/A).

Read full story Comments are closed