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  • What Are Some of the Best Hedge Fund Managers Doing? [View article]
    I like Simon's portfolio the best. He knows all the mathematical skills in the world cannot predict future stock prices for marginal companies. Solid companies with deep markets and pricing power are more amenable to statistical analysis
    Nov 20 18:16 pm |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    I somehow think investors and the markets do not comprehend how serious the troubles in the financial sectors are. Every time a bank takes a CDO on to its balance sheet is equivalent to making a big loan without even knowing the name of the borrower or even worse nothing about his financial circumstances. I frankly have never seen anything like this in my years of borrowing and investing. Loan officers I've encountered over the years were tough cookies. Nothing good can come from these going on.
    Feb 03 21:29 pm |Rating: 0 0 |Link to Comment
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