jimhsu

How Stock Market Indices Underperform

Or perhaps one could specifically purchase companies that have been delisted for x months? I remember CXO advisory ran an article on that sometime, but I can't find it.

AIG Bonuses: The Tipping Point Toward Decisive Action?

Surely there's a better way to incentive employees to stay besides giving them CASH? Why not instead of a million $, give them 100K shares or so of AIG stock. Better yet, do what tech companies are good at and give them options; say 200000 out of the money calls at 5$, and 500000 at 20$?

Barron's Plan to Save the Economy - For Just $200B?

Why again are we rewarding financial incompetence? From the lack of other details, I assume that this plan does just that.

How Risk Aversion Is Evolving

Thus, exactly what Nassim Nicholas Taleb had in mind ... essentially we now fear kurtosis more than standard deviation. In a way, that is the right thing to do, but what effect it'll have on the markets - Main Street and Wall Street - confidence-wise is uncertain.

Comparing Bubbles: China vs. Nasdaq and Homebuilders

Depending on whether or not you actually believe that bubbles are log-periodic (see any reputable academic financial journal for those endless debates), you might or might not agree that Shanghai's bubble is reaching a climax. But when graphed ... several things are apparent:

www.diyeconomist.com/w.../

1. China IS a bubble
2. Bubbles will eventually stop, but can "remain irrational longer than you can remain solvent",
and 3. If China wants to crash, Q1-Q2 2008 is the most likely date.

Again log-periodicity is just an academic theory, but nevertheless it is interesting.

iPhone Lockup and Apple's True Colors

Then again, it is quite difficult to argue that a proprietary, licensed SDK to interested software developers would not help Apple more in the long run than some hacked up together solution that compensates Apple in no way. Despite the ideals of an open platform ... I'm quite skeptical that it's going to become reality. After all, Apple only turned around in market performance when it transitioned into closed source...