That’s quite embarrassing
No idea who this smart alec is. In fact I am not sure I like him, he sounds like he will be insufferable at dinner parties for the next 20 years or so (“you know, I predicted the Great Unwind of...
View ArticleBe the ball
Bloggers and bears want it down. Punters seem to want it up. Baruch is a bit mystified when short-medium term market direction becomes an econo-bloggy subject; his invariable reaction is “how can you...
View ArticleSpend it quickly.
Baruch was pondering the apparent excesses of the Chinese stimulus package today, and stumbled on what may be a most interesting hypothesis. Possibly, if he is right, the most important investing...
View ArticleKrugman expects you not to expect anything
Baruch has to join the paean of praise for (all via Abnormal) Paul Krugman’s NYT piece, How Did Economists Get it So Wrong. He’s going to object to bits of it in a second, but first let’s puff it up....
View ArticleWhere’s the iPorn?
Baruch is slowly coming to terms with the ghastly truth. Apple is closing down everyone else in the smartphone market, and it seems that nothing can stop it. For over 10 years the mainly European...
View ArticleInside Men
Crikey. Looks like they’re going after Stevie Cohen now. For context, SAC Capital is the leading hedge fund of our time. They get to charge not 1 and 20, not 2 and 20, but 3 and FIFTY to their punters....
View Article$1.3 million lost in blatant but failed attempt at insider trading?
The blogosphere made the catch! The Interweb protects the rest of us from evil doers! The world is ablaze with the news that prior to the 3Com buyout announced by HP last week, there was an unusual...
View ArticleCompromising my values every day, for you.
Right now active investors and speculators are about as popular as genital herpes. This is unfortunate because I, Baruch, am one of them. Examples of this anti-speculator animus are everywhere. Paul...
View ArticleMore on the trading tax
Fellow collegiants Jay and the incomparable Cassandra carp in the comments of the previous post about, well, many things, but mainly about Baruch’s distrust of a trading tax. Their key points in favour...
View ArticleGoogle: Scientist
Baruch, Symbolism is never lost on the Chinese, who are the masters of signaling, and thus there was some great poignancy to Google’s A new approach to China being posted to the blogspot.com domain,...
View ArticleEconobloggers need their crisis back
I think so, dear readers. With the advent of peace and plenty, as we move to the broad sunlit uplands of The Recovery, I fear some of the spice has gone out of the commentary on sites like this one,...
View ArticleNo Stock Recommendations here; move along
Baruch recently found himself commenting on Wall Street Cheat Sheet, on a post by Damien Hoffman, who seems to really dislike Jim Cramer. The post was about some investigation of TheStreet.com by the...
View ArticleHomicidal zombie markets reconsidered
Baruch received old media brickbats for his bloggy frettings last year about the impact and meaning of QE2. At the time, while understanding why people thought it was necessary, he worried that we were...
View ArticleWhat next for Apple?
You might forgive Bento for gloating. It’s true that he doesn’t write much around here, but when he does, it tends to be about Apple, and he tends to be spot on. Cases in point: A prediction of...
View ArticleDo let’s be optimistic . . . even if we don’t feel like it
Tis (or, by the time I finish this post, ’twas) the season for pundits to give specific predictions for 2012 and a more pointless exercise has yet to be devised. Baruch isn’t going to waste your time...
View ArticleDon’t call it a comeback. . . well, actually
Drum roll. . . Baruch is back!! Yes, he has been out of commission these past few years. You may have been annoyed by his lack of any farewell, or any information as to what he was doing or why he had...
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