Daily Archives: September 22, 2011

Gold, gold, gold: things that make me go “hum…..”

Everywhere I go today people want to know what I think of gold. My kids came home from their elementary school the other day saying that some kids in the play ground were running around telling people they should “buy … Continue reading

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The importance of managing our exposure to price/cycle risk

The Fed is accountable for the excesses of what led us into this crisis pre-subprime, according to Stephen Roach, Morgan Stanley Asia non-executive chairman, who says the lessons from Japan, is that the economy did not respond to quantitative easing … Continue reading

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