Archive for the 'Politics' Category

The Death of Osama and the Re-Election of Obama

I always assumed the killing of Osama Bin Laden would trigger a volatility spike in financial markets. More specifically, a rally in stocks, and a drop in oil. However, this event came and went very quietly. The Administration is facing a rapidly approaching debt ceiling and the sooner they cut down military expenditures, which are [...]

A Posteriori Analysis of Global Markets, Written A priori.

Back in May, dear Capitalists, Investment Capitalist, where one may find quite a few more articles that can lead to “actionable positions and analysis” if read by the astute, skilled market operator. I can’t tell you what to short or when and at what price. I’m not a market timer, nor a big fan of technical [...]

APPLE, BAIDU, BAC, C, WFC, DIS etc…

On March 19th, 2008, I made a little long term play when I called the bottom of the market at the very time and price right here on the blog, with a few well-timed follow ups, like this one. By the time we posted this article about the 11 top financial stocks to own for [...]

Microsoft + Skype = Netscape Redux?

Let’s look at Skype’s acquisition by Microsoft 10, 20, even 50 years from now. The first thing I noticed was the cancellation of: “Skype Me Now” Moreover, Skype remains downloadable for Android regardless of the acquisition and iPhone is still on the boards as well. No proprietary moves thus far but it’s the top of [...]

Lakers Embarrass While Bynum Brings Shame

Here’s an excerpt of a Skype conversation with a friend in Russia, clueless as to what I’m even talking about, but perfect oratory for blogging off topic for once, non market chatter, only about the catastrophe that just occurred. I’m upset the LA Lakers were beaten 4 games to zero while they were the defending [...]

Iraq, Iran and Surging Oil Prices

By George Friedman The United States told the Iraqi government last week that if it wants U.S. troops to remain in Iraq beyond the deadline of Dec. 31, 2011, as stipulated by the current Status of Forces Agreement between Washington and Baghdad, it would have to inform the United States quickly. Unless a new agreement [...]

Iran v. Arabia: Pre-Biblical Enemies in the 21st Century

By George Friedman The world’s attention is focused on Libya, which is now in a state of civil war with the winner far from clear. While crucial for the Libyan people and of some significance to the world’s oil markets, in our view, Libya is not the most important event in the Arab world at [...]