helplessobserver

What Are Some of the Best Hedge Fund Managers Doing?

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

Wall Street Breakfast: Must-Know News

Credit induced down turns are the worst. Like bad blood weakens every body organ, credit problems affect everything economic. We saw it all in the 1930s when most of the money supply wound up in the hands of the rich and the money center banks. Sadly the rich cannot spend enough to support our economy. Most all that GS bonus money will sit on the sidelines(in the money center bank accounts) and not stimulate anything. It took WWII and huge deficits to get money back into the hands of the consumers.