All for One: Xi Jinping and China's New Deal - WSJ.com
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
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…
Chairman of Board Dresser Rand buys $3.1 million in stock while price plunges
If insiders are the smart money, no one told that to the Chairman of the Board, William Macaulay as he bought $3.1 million dollars worth of stock nearly 7% higher than where it closed on Tuesday…
Current Account: Benefits of Studying Insiders' Trading Patterns - WSJ.com
One of my favorite clients sent me this article. This is something we have known to be true for a long time of course as we are the"insider's fund". What is conspicuously absent from the…
"Can't repeat the past" Why of course you can!"
Our outlook: The current political headlines about the budget impasse and Government shutdown we just maneuvered reminds us of 2011 and the famous line from The Great Gatsby when he was reminded that…
Two videos of two incredible hedge fund legends
One of the foremost mathematicians of our time and the father of quants James Simons - Mathematics, Common Sense, and Good Luck: My Life and Careers Simons has about 9,000 views on YouTube The other…
Calendar notes October 21st
Calendar opportunities Week of October 21 There has been a lack of Government data due to the partial shutdown so economic data will be intensely scrutinized, then out of hand dismissed as being…