Geopolitical tensions are rising, calling into question longstanding deep economic ties between the United States and China ...
Reflections on the COVID-19 pandemic written in April 2021, a time when the widespread availability of vaccines gave society renewed hope for a return to relative normalcy ...
Jim Simons, Tom Gayner, Jeremy Grantham, Mohnish Pabrai ...
The 59th Inaugural, Top Secret Trading Strategies, January Reading List ...
The first transition of executive power between rival political parties took place after the election of 1800 and it did not go smoothly ...
The Evolution of Mass Media From the 1950s to the 2020s ...
A personal journal entry written on January 21, 2017 and later posted publicly as President Trump's term in office came to an end ...
The Congressional Oversight Panel released a new report assessing the overall effectiveness of the Troubled Asset Relief Program (TARP) which was introduced six months ago. The executive summary is worth a quick review particularly given that TARP is very much ...
Leaders of the Group of 20 nations released a communiqué today outlining a number of measures intended to help the global economy recover from the current worldwide recession. While the details of the massive $1 trillion commitment quadrupling the capacity ...
There has been much debate in recent days regarding whether the market for Credit Default Swaps (CDS) should be more tightly regulated. Let's take a look at the nature of credit default swaps and whether arguments for tighter regulation have ...
Anyone reading this who is a taxpayer in the United States is, in effect, a shareholder of AIG due to the Federal Government's infusion of $173.3 billion in bailouts over the past six months. These bailout funds have resulted in ...
One of the interesting effects of the turmoil in financial markets since September involves the level of implied inflation expectations embedded within the market prices for Treasury Notes and Bonds. This is a very interesting development given the Federal Reserve's ...
This is the first of a multi-part series covering the Berkshire Hathaway 2008 Annual Report and Warren Buffett's letter to shareholders. In this post, I will provide highlights of Buffett's annual letter. In the following posts, I will attempt to ...
Roger Lowenstein's latest book, "While America Aged" provides thee compelling case studies of pension funds that impacted private industry and government, and provides a prescription for reforms to fix the system ...