Category Archive
for: ‘Musings’

Let’s share the best pictures to use in presentations with #prezpic

Work­ing on a pre­sen­ta­tion, the most time-consuming activ­ity for me is find­ing great pic­tures to illus­trate con­cepts, emo­tions or what­ever I’m try­ing to con­vey. Though their use is not that wide-spread yet, espe­cially in the cor­po­rate world, they are very effec­tive as tools to com­mu­ni­cate, mostly because of the over­weight the brain is putting on …

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This Can’t Be Good

I’m begin­ning to smell a black, black Christ­mas on Wall Street. Fur­ther­more, I don’t think we’re going to see any babies born on the Upper East Side, in Green­wich, Con­necti­cut, or in May­fair next August, Sep­tem­ber, or Octo­ber, either.

Source: This Can’t Be Good

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A crisp summary of where we’re all at

Roger Ehren­berg, blog­ging at InfoAr­bi­trage is one sharp guy. His posts are impres­sive and he’s part of this breed of blog­gers jug­gling all activ­i­ties but still man­ag­ing to churn out qual­ity posts at an impres­sive rate (in this case, superb qual­ity at a reg­u­lar pace). Read his post, that will give you a finer grain …

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AIG, et. al.: understand the scandal">“Investing” in AIG, et. al.: understand the scandal

I haven’t posted here due to a lack of time, but what we are wit­ness­ing is no short of the most abject scan­dal run by the col­lu­sive polit­i­cal and finan­cial sides of Amer­i­can elite. Oh, and incom­pe­tence is a hall­mark too.
Here are a few must-read if you want to fol­low what’s going on, but be warned, …

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Presidential rhetoric comparison

From the always excel­lent Jeff Matthews:
This great Nation will endure as it has endured, will revive and will pros­per. So, first of all, let me assert my firm belief that the only thing we have to fear is fear itself—nameless, unrea­son­ing, unjus­ti­fied ter­ror which par­a­lyzes needed efforts to con­vert retreat into advance.
—FDR Inau­gural Address
We shall …

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Financial information flows to tap

So what sources of infor­ma­tion should you rely on to stay cur­rent with the cur­rent finan­cial cri­sis? My advice: lever­age your time and fol­low the blogs of:

Barry Ritholtz: CEO and direc­tor of research at FusionIQ, for­mer Chief Strate­gist, etc. (full bio)
Roger Ehren­berg: 17 years on Wall St, for­mer hedge fund man­ager, angel investor, etc. (full bio)
Howard …

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The Medvedev doctrine and the American strategy

Georges Fried­man of Strat­for checks in on the impli­ca­tions of the Geor­gian con­flict. It’s becom­ing clear that the Rus­sians shifted their pol­icy and decided to act on a large scale. Time will tell if the Amer­i­cans will also shift their views. In any events, the geopo­lit­i­cal sit­u­a­tion is much more unsta­ble now than it was …

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Add Russia to China, end of IPOs and tightening financing

Here’s the weekly piece from Strat­for that’s repub­lish­able, obvi­ously focused on Rus­sia.
Bot­tom line is this: the Rus­sians need to reaf­firm now their power, seize the “win­dow of oppor­tu­nity” of US mil­i­tary engage­ments, and demon­strate its will­ing­ness to crush its periph­ery. Basi­cally this or slip as a major world player.
Actu­ally, I find Strat­for a bit optimistic, …

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How the energy-rich rely on Schlumberger

Fairly good FT arti­cle on SLB which I’m pass­ing on but won’t comment ;-)

Andrew Gould is qui­etly becom­ing one of the most pow­er­ful men in the oil indus­try, so much so that he feels com­pelled to reas­sure the world’s biggest energy groups that he has no inten­tion of mak­ing them redun­dant. “We do not, cannot …

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China, the Olympics and the Visa Mystery

Geopo­lit­i­cal events and con­text sig­nif­i­cantly shape and define the pos­si­bil­i­ties for other actors (includ­ing most of busi­ness orga­ni­za­tions, and par­tic­u­larly start-ups).
Strat­for is one of the best source for high-quality intel­li­gence. A bit pricey, but no more than your usual news­pa­per sub­scrip­tion, and much more valu­able as an invest­ment. The fol­low­ing piece is both sharable and …

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