Volatility September 23, 2011
Middle East Turmoil May 14, 2011
Taj March 21, 2011
Debt Ceiling January 27, 2011

The Truth

January 5, 2011



The quiet phenomenon that inspired a generation of Silicon Valley elite is suddenly gaining prestige and skepticism. “The Truth” is a philosophy preached by programmers, hackers and executives alike that believes improved access to greater quantities of information will free the world. Like all freedoms, the war for freedom of information will come at the […]

A Look at 2011

December 23, 2010


Jakarta Day

I reviewed the predictions from all major buy-side and sell-side institutions.  I analyzed Top 10 predictions and Top 10 surprises.  I studied S&P forecasts, GDP estimates and inflation expectations.  And what I found is that most portfolio managers / economists are bullish without much of a reason why.  I will supplement their predictions with more detailed […]

A Generation

December 10, 2010



December 8th marked the 30th anniversary of John Lennon’s death.  Lennon was a brilliant musician who began his career at the age of 16 when he formed the band ‘The Quarryman’ in England.  Paul McCartney soon joined the Liverpool group in 1960 and the band rebranded itself ‘The Beatles’.  The Beatles would eventually consist of four musicians who would go […]


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