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Why Google Glass will Fail Miserably
By now I imagine most of you have heard of the forthcoming Google Glass product. These are the eyeglasses which, when worn, allow a person to bark out commands and do things like take a picture or a...
View ArticleFrontrunning: September 9
Hedge Funds Cut Back on Fees (WSJ) as we predicted would happen, in MaySyria's Assad denies chemical weapons use; U.S. presses case for strike (Reuters)Unemployment Falling for Wrong Reason Creates Fed...
View ArticleFrontrunning: September 11
Obama Holds Fire on Syria, Waits on Russia Plan (WSJ)China Shadow Banking Returns as Growth Rebound Adds Risk (Reuters)Not one but two: Greece May Need Two More Aid Packages Says ECB’s Coene (WSJ)BoJ...
View ArticleFrontrunning: September 12
Syrian Rebels Hurt by Delay (WSJ), U.S. seeks quick proof Syria ready to abandon chemical weapons (Reuters)Lavrov Brings Acerbic Pragmatism to Syria Meet With Kerry (BBG)Five years after Lehman, risk...
View ArticleFrontrunning: September 19
Bernanke Resets Policy by Doing Nothing as Markets Soar (BBG)Stocks Jump to Five-Year High as Metals Rally on Fed (BBG)Centre-left bigwig says hard to stay allied with Berlusconi (ANSA)J.P. Morgan...
View ArticleFrontrunning: September 20
JPMorgan Guilty Admission a Win for SEC’s Policy Shift (BBG)Pricing Glitch Afflicts Rollout of Online Health Exchanges (WSJ)This will end well: Japan LDP Considers Draft Bill to Put Government in...
View ArticleFrontrunning: September 26
The new normal name of a broken market: glitches - NYSE, Nasdaq Consider Cooperating to Address Glitches (WSJ)Early Thursday Humor: Abe Tells Wall Street Japan’s Economy Is Exceptionally Good...
View ArticleFrontrunning: October 10
The ice breaks; fiscal talks set (The Hill); Ryan steps up to shape a deal (The Hill), as predicted here yesterdayRepublicans consider short-term U.S. debt ceiling increase (Reuters)Shutdown Standoff...
View ArticleFrontrunning: October 14
Headline of the day: U.S. Risks Joining 1933 Germany in Pantheon of Deadbeat Defaults (BBG)As Senate wrestles over debt ceiling, Obama stays out of sight (Reuters)The "Truckers Ride for the...
View ArticleFrontrunning: October 17
Congress Vote Ends Impasse to Be Revisited in January (BBG); Congress Passes Debt, Budget Deal (WSJ)House GOP extracts no concessions (Politico)Washington becomes the biggest risk to the U.S. economy...
View ArticleFrontrunning: October 18
Republican Civil War Erupts: Business Groups v. Tea Party (BBG)Budget fight leaves Boehner 'damaged' but still standing (Reuters)Madoff Was Like a God, Wizard of Oz, Lawyers Tell Jury (BBG) - just like...
View ArticleHow To Play The Next Tech Disruption Wave
Three weeks ago, I outlined six key investment themes for the next decade. I neglected to mention one for wont of space and because I wanted to devote an entire post to it. Namely, further...
View ArticleFrontrunning: October 29
U.S. spy chiefs face Congress amid spying rift with Europe (Reuters)Deutsche Bank income hit by €1.2bn of legal provisions (FT)China's second tapering attempt fails: China central bank seeks to...
View ArticleFrontrunning: November 11
Philippines Left Reeling in Wake of Storm (WSJ)Khamenei controls massive financial empire built on property seizures (RTRS)Race to Bottom Resumes as Central Bankers Ease Anew (BBG)U.S. Postal Service...
View ArticleFrontrunning: November 14
Yellen to defend Fed's ultra-easy monetary policy (Reuters)Japan growth slows on global weakness (WSJ)Eurozone third-quarter growth falters (FT)Fed Debates Its Low-Rate Peg (Hilsenrath)Yellen: Economy...
View ArticleComplete Hedge Fund Q3 13F Holdings And Position Changes Summary
Here is a summary of the key stock additions, sales, initiations and liquidations conducted by the most prominent US hedge funds in the third quarter.APPALOOSABoosted Stakes in HCA, HUN, CE, LCC, TEX...
View ArticleFrontrunning: November 15
China to Ease One-Child Policy (WSJ), China announces major economic and social reforms (Reuters)Consumers line up for launch of PlayStation 4 (USAToday)Trust frays between Obama, Democrats...
View ArticleFrontrunning: November 18
What can possibly go wrong: Tepco Successfully Removes First Nuclear Fuel Rods at Fukushima (BBG)Japan's Banks Find It Hard to Lend Easy Money (WSJ)U.S. Military Eyes Cut to Pay, Benefits (WSJ)Airbus...
View ArticleFrontrunning: November 27
Winter storm lashes eastern U.S., threatens Thanksgiving travel (Reuters)Fed Reveals New Concerns About Long-Term U.S. Slowdown (BBG)Private equity keeps $789bn of powder dry (FT) - because they are...
View ArticleFrontrunning: Friday 13
Presidential Task Force Recommends Overhaul of NSA Surveillance Tactics (WSJ)Monte Paschi's Largest Shareholder Says It Will Vote Against $4.1 Billion Capital Increase (WSJ)SAC Reconsiders Industry...
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