ler

Brazil vs. the Global Carry Trade

All Brazil has to do is lower the interest rate for loans (deposit rates will follow down) and the carry trade will be less appealing. Furthermore Brazilian companies & consumers will appreciate the savings on their interest expense.

Remunerating Managerial Talent

Well, let's see...in the UK, where lower manager salaries are the rule, is the quality of top management so much less? I don't think so.

The Citi Exclusivity Agreement

was the agreement signed by Wachovia execs? and if so, do the Wachovia exec had the authority to do so? Does the agreement require a shareholders vote?

Industries to Avoid, Industries to Buy

There are so many things wrong with this article, I will not even begin to describe them. It's also interesting to read his responses to comments posted by readers. After reading his bio notes I will just say that his arrogance is typical of a Bear Stearns trader and his ignorance is typical of a Berkley grad.