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2.28.2001 the japanese economy is at it again, it seems. pundits claim it is "mori-bund." ugh.

2.26.2001 just hope that the chap mentioned in this little blurb by michael lewis does not get into biz school.

2.23.2001 the fascinating link between the nasdaq and the price of manhattan real estate.

2.20.2001 nice venture capital analogies in this piece dealing with the dot-com fallout. of special note is its description of vc expectations: "like putting nine women together and trying to make a baby in one month."

2.18.2001 yes, but most of us would still trade our net worth for theirs any day.

2.16.2001 a nice little merger arbitrage summary sheet, for those interested in playing this seemingly innocuous, but in reality, most trying, pastime.

2.15.2001 a succinct summary of the case for the battered tech sector.

2.14.2001 is the answer to internet advertising woes simply a matter of making the banners bigger?! uh, hmm...not likely.

2.12.2001 how can a pundit say that he has a handle on that ever elusive concept called "intrinsic value" if two of his top stock picks for any given year lose two thirds of their value? this chap IS right about one thing though: you really can't eat relative performance!

2.9.2001 an interesting perspective from hong kong-based global investor mark faber, who indicates that in the u.s., not unlike japan, the recent rate cuts by the fed are actually harmful for the economy, merely prolonging a situation of excess capacity. the solution? how about a nice, old-fashioned recession to blow out the weak and bring in the new.

2.8.2001 this piece by the knowledgeable bloomberg columnist carolyn baum points out the inconsistencies, misperceptions, and blunders of Japan's financial authorities in recent years that have continually tripped up that economy.

2.6.2001 dilletante extraordinaire and blown-out former hedge fund pseudo-genius victor niederhoffer has apparently gone mad. reading his punch drunk ramblings of late makes one suspect that he is currently wearing extremely tattered clothing and smells a bit gamey.

2.2.2001 this article by david brail, a hedge fund operator out of NYC, is as good a summary of the near term outlook as one is going to find. again, no guessing about interest rates and inflation here, just plain old common sense based on real deal flow on the street.


market commentary: 2.28.2001 the japanese economy is at it again, it seems. pundits claim it is "mori-bund." ugh. 2.26.2001 just hope that the chap mentioned in this little blurb by michael lewis does not get into biz school. 2.23.2001 the fascinating link between the nasdaq and the price of manhattan real estate. 2.20.2001 nice venture capital analogies in this piece dealing with the dot-com fallout. of special note is its description of vc expectations: "like putting nine women together and trying to make a baby in one month." 2.18.2001 yes, but most of us would still trade our net worth for theirs any day. 2.16.2001 a nice little merger arbitrage summary sheet, for those interested in playing this seemingly innocuous, but in reality, most trying, pastime. 2.15.2001 a succinct summary of the case for the battered tech sector. 2.14.2001 is the answer to internet advertising woes simply a matter of making the banners bigger?! uh, hmm...not likely. 2.12.2001 how can a pundit say that he has a handle on that ever elusive concept called "intrinsic value" if two of his top stock picks for any given year lose two thirds of their value? this chap IS right about one thing though: you really can't eat relative performance! 2.9.2001 an interesting perspective from hong kong-based global investor mark faber, who indicates that in the u.s., not unlike japan, the recent rate cuts by the fed are actually harmful for the economy, merely prolonging a situation of excess capacity. the solution? how about a nice, old-fashioned recession to blow out the weak and bring in the new. 2.8.2001 this piece by the knowledgeable bloomberg columnist carolyn baum points out the inconsistencies, misperceptions, and blunders of Japan's financial authorities in recent years that have continually tripped up that economy. 2.6.2001 dilletante extraordinaire and blown-out former hedge fund pseudo-genius victor niederhoffer has apparently gone mad. reading his punch drunk ramblings of late makes one suspect that he is currently wearing extremely tattered clothing and smells a bit gamey. 2.2.2001 this article by david brail, a hedge fund operator out of NYC, is as good a summary of the near term outlook as one is going to find. again, no guessing about interest rates and inflation here, just plain old common sense based on real deal flow on the street.	latest news :	support our sponsors: