Deal with China Mobile Should Boost Apple Stock - Barrons.com
December 23, 2013Uncategorized
A Holiday Gift for Apple Shareholders By TERESA RIVAS | MORE ARTICLES BY AUTHOR A deal that will open up the vast China market to iPhones should help the stock for years to come. Apple investors got…
China Cash Crunch Pushes Up Short-Term Rates - WSJ.com
December 23, 2013Uncategorized
Where's the next Black Swan event coming from? My guess China or Iran/MidEast. The banking sector in China has been discussed as train wreck waiting to happen. By SHEN HONG And DINNY MCMAHON…
Saudi Arabia Will Go It Alone - NYTimes.com
December 17, 2013Uncategorized
This remarkable editorial from the Saudi Ambassador to the UK is tantamount to a call to arms. We have been buying some of the oil companies (APA, APC, OXY, CLR as they have sold off nicely on the…
Credit Suisse Hedge Fund Indexes Performance data for Nov 2013
December 16, 2013Uncategorized
Mar 2015 Feb 2015 YTD 1 Year Avg Index / Sub Strategies Currency Value ROR Value ROR Return Return Annl* Std Dev* Sharpe* Credit Suisse AllHedge Index USD 135.96 0.39% 135.43 0.93% 1.79% 3.20% 2.97%…
Wall Street will be obsessed with Wed Fed Meeting
December 15, 2013Uncategorized
If I had to call it, I'd say buy the tapering. But we don't trade the market we trade in individual ideas. None the less the market has been week due to its preoccupation with Fed easy money and a…
Dollar bulls predict mini-taper on Bernanke’s ‘twilight cruise’
December 15, 2013Uncategorized
Sunday, 15 Dec 2013 | 5:02 PM ET CNBC's Sri Jegarajah takes you through the results of this week's forex sentiment survey. Dollar bulls are betting the Federal Reserve will start cutting…
U.S. 15-Year-Olds Slip in Rankings on International Exams - WSJ.com
By STEPHANIE BANCHERO CONNECTUpdated Dec. 3, 2013 7:12 a.m.ET I just returned from 10 days in China. The last part of the trip we visited a family friend and former intern of mine, Max Leary. Max…
All for One: Xi Jinping and China's New Deal - WSJ.com
November 24, 2013Uncategorized
All for One: China's New Deal What appears to be the country's generous new bargain is actually a move to strengthen the state By ANDREW BROWNE CONNECT Updated Nov. 22, 2013 7:53 p.m. ET China…
China notes 11-25-2013
November 24, 2013Uncategorized
I am on a short 10 day trip through China's major cities, Beijing, Shanghai, and Hong Kong. I wanted my kids to get a sense of the Asian imperative, the thousands of bright ambitious young Chinese…