Posts from May 2012

More MF Global Fallout

More MF Global fall out. Received a note from someone-“got laid off from XXX last week. They did a reduction in force and I got caught up in the numbers games. Volume was down and they had to make some …






Angel’s Envy

One of the benefits of doing office hours is you meet cool people. Other benefits are working with new start up firms. Last week, I help office hours and one of the people I was seeing brought me a “payment”. …






The Corzine Rule

Follow me on Twitter Came across this article on May 29 that talks about the continuing saga of MF Global and Jon Corzine. It’s amazing that this epic financial scandal gets no consistent main stream media coverage. Over a billion …






Breakfast Links

An American’s journey through China. Interesting. How about this? You land, and the Chinese government sends you a text message “welcoming” you. Yeah, right. Buffett and Einhorn agree. Indian growth lowest in nine years. Asia is slowing. Foreclosures make up …






Repurposing Public Spaces For the Knowledge Economy

Entrepreneurs solve pain points. On very rare occasions, there are chances for government to actively support entrepreneurship with physical structural support. Usually they can only provide moral, regulatory, tax, or purchasing support. Even then, the accounting demons chalk that up …






Breakfast Links

Mayor of Helsinki Finland in town today. I get to meet him. Big tech sector in Helsinki. At some point during the day he will be at 1871. France’s broken dream. Changing minds in crunch time. Let data not politics …






Summer Trading

Different markets have different kinds of trading. If you are a grain trader($ZC_F, $ZW_F, $ZS_F), you don’t miss the summer. It’s where all the action happens. If you trade, meat($HE_F, $LE_F), not so much. Summer can be pretty difficult. That’s …






Breakfast Links

Would you move for a new opportunity or job? I would. Thought on Freedom. Only a new political order can save Greece. Or they can leave June 18? My friend Yra ponders maybe a subtle shift to a modified gold …






War Cannot Be Summarized

War cannot be summarized in trite one liners. People try. “War is hell.” Of course it is. There are similarities in different wars over the course of human history, but each one is different. Just as there are similarities in …






Memorial Day Breakfast Links

War is an ugly thing, but not the ugliest of things. The decayed and degraded state of moral and patriotic feeling which thinks that nothing is worth war is much worse. The person who has nothing for which he is …






In Flanders Fields the Poppies Bloom

Every Memorial Day, I try to read this poem. If you have a moment, please go to the website, My Memorial Day and record a video. It means a lot to the people that have served, or are serving. At …






Breakfast Links

This would not be a fun way to die. Going to be hot at the Brickyard today. Half of all Americans on some kind of benefit. Uncle Sugar. Of course, Obama’s favorite professor thinks different. The seeds are in the …






Should Fat People Pay More For Insurance?

In our long road trip to my grandfather’s memorial service, we had a conversation I would like to invite you to be a part of. It’s clear that America has an obesity problem. How do we solve it? Education isn’t …






Breakfast Links

It’s Memorial Day weekend. Two things you can do. Visit this site. And read this article. Great Memorial Day piece here. Romney interviewed by Noonan. He comes off well. He needs to be in the White House. I don’t know …






Stock Splits; Winners or Losers?

Are stock splits good for the share price or not? Deceased Nobel Prize winning economist Merton Miller didn’t like them. “Everyone recognizes that’s a joke because obviously the number and shape of the pieces doesn’t affect the size of the …






Breakfast Links

Innovation isn’t innovation until the market validates it and you generate revenue from it. The Fear of Missing Out. Battle brewing over genetically modified food. Habits of effective traders. Chicago is the best summer city in the world. Now we …






Immigration and Start Ups

Immigration is a problem in the US. Yeah, I know about the Arizona law and that is not what I am talking about here. I am also not referring to “Dial one for English, Two for Spanish” or the undocumented …