Monthly Archives: March 2009

Inside Look at Bridgewater, World’s Biggest Hedge Fund

Download 2009-3-19 Fortune The world's biggest hedge fund (pg. 3) – Mar. 19, 2009

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Thank Goodness for the Editorial Page Writers of the WSJ

Opinion Piece from WSJ on AIGThanks, Jennifer!

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Should Be Some Good Stock-Trak Data in Here Somewhere

McKinsey – Learning from Past Recessions

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21% in 13 days — pray it lasts!

Bears Are Wary as Bull Returns Dow Up 21% in 13 Days in Quickest Rally Since 1938, but Doubts of Strength Persist Can someone do the CAGR on 21% in 13 days?  This pattern is not uncommon.  I'll show you … Continue reading

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The Perils of Working with the Government

When AIG failed, the government stepped in to honor their commitments.  Now the government is second-guessing AIG's decision to meet the margin calls demanded contractually by the terms of the CDS agreements.  They don't like the fact that foreign banks … Continue reading

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Monetizing Your Web Clicks – Two Innovative Companies

IMAGINE that a company set up a mall store where, instead of selling trinkets, it sold information about customer behavior. For a few cents, it could tell a saleswoman at Nordstrom that the person who was about to walk in … Continue reading

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Outlines of New Regulations for the Financial Industry

The Obama administration will detail on Thursday a wide-ranging plan to overhaul financial regulation by subjecting hedge funds and traders of exotic financial instruments, now among the biggest and most freewheeling players on Wall Street, to potentially strict new government … Continue reading

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Interesting Letter of Resignation by Exec in AIG-FP over Bonus Issue

NYT 3-25-09 "Dear AIG, I Quit!"

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Top Hedge Fund Managers Do Well in a Down Year– Check out name #3

NYT Article  

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Article by George Soros on CDSs, AID, Efficient Market Hypothesis, Reflexivity

All in a very short article.  Provocative.Download 2009-3-24 George Soros Says Credit Default Swaps Need Much Stricter Regulation – WSJ.com

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