Tuesday, April 30, 2013
Unstated assumptions about government stimulus
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Here's a link to a Yahoo video of former Wall Street analyst Henry Blodget declaring that " The Economic Argument is Over -- a...
Monday, April 22, 2013
The gold sell-off
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In our previous post discussing Cyprus, we noted that governments in general have three choices when t...
Wednesday, April 17, 2013
Investment Climate commentary, April 2013
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We recently published our latest quarterly commentary, which includes some discussion...
Thursday, March 28, 2013
Lessons From Cyprus
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The troubles in Cyprus may seem remote to many investors, and involve a small nation whose economy is not terribly influential to many ...
Thursday, March 21, 2013
ORCL earnings miss
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Equity markets today are reacting negatively to an earnings miss from Oracle, seen as a bellwether for enterprise IT spendin...
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