It’s here; a new era has begun. Wisconsin public-sector workers have lost their collective bargaining rights. The narrative of how…
Outlook for 2011
Disclaimer: I am not a professional investor, and not authorized to give advice. As you read the following, remember that…
US Housing : the supply-side
I read a very interesting article today that points out supply-side issues in some US housing regional markets that contribute…
A buy pitch for INSU
Underinvestment in American infrastructure is a well-known story. The area that has suffered the most under-investment is water infrastructure, as most…
A sell pitch for RHT
Red Hat keeps hitting its all-time highs day after day, and no one on the street seems to be betting…
William Dudley at Cornell
Today, we had the privilege of listening to William Dudley, president of the New York Fed. Almost everyone had QE-2…
Book Summary: Made to Stick
Book: Made to Stick Author: Chip Heath, Dan Heath As you can probably guess, this is a semi-self-help book that…
Book Summary: Saving the Sun
Book: Saving the sun Author: Gillian Tett I started reading this book to understand the reasons behind Japan’s “lost decade”,…
QE – Part 2?
Treasury Yields fell from 2.74% to 2.67% yesterday, primarily due to comments from Jan Hatzius, chief economist of Goldman Sachs.…
Structural unemployment–the latest dirty phrase
With the Fed running out of ammunition, second round of downward revision of quarterly GDP, continuation of toxic political climate,…
Prasad Capital 