Follow
____________________________
Monthly Archives: November 2007
Number one most important thing for investors to remember
Yesterday The New York Times reminded readers of a key point that I spend a lot of my time preaching to people: “bankers on Wall Street describe themselves as being in the moving and not the storage business. They make … Continue reading
Posted in Main Page
Leave a comment
The Big Bath and other familiar Wall Street themes
In their wide-spread perfection of off-book accounting fraud, US financials are making ENRON executives look like a haggle of harmless school kids. Yesterday Citigroup became the next big player to announce a “shocking” reversal of fortune quantifying the leading edge … Continue reading
Posted in Main Page
Leave a comment
My interview with Victor Adair at the Canadian Resource Conference
Thanks to Victor Adair and Howe Street for taking the time to chat with me about Juggling Dynamite at the Canadian Resource Conference in Toronto Oct 22:
Posted in Main Page
Leave a comment
;
