The Art of War, or: How China plans to dominate the world economy ….
“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 With a war chest of $2.85 trillion, and a renewed...
View ArticleT2 Partners’s Netflix Mea Culpa: A Study in Behavioral Finance.
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...
View ArticleA Response to Arbitrage Pricing Theory – MBA Mondays with Darwin
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...
View ArticleSEC investigating structured products: Déjà Vu all over again?
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...
View Article
