Latest Blog Posts for Veni. Vidi. Duci

• SEC investigating structured products: Déjà Vu all over again?
  on Apr 3, 2011
  Never let it be said that the denizens at the Securities and Exchange Commission are a stodgy, humorless bunch. A recent WSJ article,Complex bond faces regulators Scrutiny , almost got me. I am not sure if they meant to have an early jump on April Fo...
• The Art of War, or:How China plans to dominate the world economy
  on Feb 20, 2011 in China Mergers Macro Thoughts $CNY $FXI $CHIX $CYB
  (This note was originally posted on Jan 31, 2011 @ StoneStreetaAdvisors) “If you lay siege to a town, you will exhaust your strength and resources. Therefore, feed off your enemies and forage for their resources.”~ Sun Tzu...
• A Response to Arbitrage Pricing Theory - MBA Mondays with Darwin
  on Feb 8, 2011 in Financial Literacy Risk Arbitrage
  Initially,  I meant this response as a comment to a recent blog post, Arbitrage Pricing Theory - MBA Mondays with Darwin, however as I began to write, it has taken on a life of it’s own. I commend Darwin in his endeavor to educate the general...
• T2 Partners’s Mea Culpa: A Study in Behavioral Finance.
  on Feb 5, 2011
  T2 Partners eagerly anticipated investor letter(H/T maketfolly.com) is finally here and what a doozy it is. Why was it eagerly anticipated? Well in early December T2 managing Partner Whitney Tilson publicly disclosed his short trade analysis on Netf...
• Exploiting Economic Illiteracy
  on Jan 25, 2011 in Strategy Education
  “I think it’s important for people to understand the ideas of scarcity and decision making in every day life so that they won’t be ripped off by politicians”, “Politicians exploit economic illiteracy” - Dr. Walter Williams. Those were...
• ETF Mania, or: A Study of Herd Behavior
  on Jan 21, 2011 in ETF Strategies HERD MENTALITY EMERGING MARKETS GROUP THINK
  Nestled on page B11, in this weekend’s Wall Street Journal was an article, “Social” Funds Embrace Emerging Markets. One of the fads that’s irked me for some time is Socially Responsible Investing.   Surely, that must go against the whol...
• Merger Arbitrage Candidates: Interesting Reads
  on Jan 20, 2011
  Following up on Risk Arbitrage Back On?, today Morningstar (MORN) and its unit Footnoted published their respective 2011 M&A outlooks, along with a list of top takeover candidates:...
• Hey...who moved my Bubble?
  on Jan 20, 2011 in ETF Strategies EMERGING MARKETS
  Nestled on page B11, in this weekend’s Wall Street Journal was an article, “Social” Funds Embrace Emerging Markets. One of the fads that’s irked me for some time is Socially Responsible Investing.   Surely, that must go against the whol...
• The Beginning........
  on Jan 15, 2011 in Structured Products Derivatives
  After years of procrastination, I have taken the plunge and decided to put pen to pad or words to net instead of mouthing off over a few pints to friends, family and colleagues. I guess part of the procrastination was fear of not being able to articu...
• Risk Arbitrage back on?
  on Jan 15, 2011 in Duke Energy Progress Energy Strategies Risk Arbitrage
  A NYtimes DealBook article, Return of the Risk Arbs, declared betting on mergers is back from the dead in November 2010: We're seeing people dip their toe back in the water and participate, said Keith M. Moore, a managing director at MKM Partners i...

{pvComments::user_name}

{pvComments::date}

Delete 

{pvComments::comment}

Post a Comment