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December 29, 2014

Global
Ten World Figures Who Died in 2014

Ten people who passed away this year who shaped world affairs for better or worse.

World-Figures-Obituaries

June 29, 2006

Emerging Markets
Levered long/ long funds …

An anonymous partner at a mid-sized London hedge fund expressed something I was trying to say a couple of weeks ago fair better than I could have.   From the Financial Times: "A lot of managers…

July 30, 2007

Monetary Policy
The shift toward sovereign wealth funds: the policy debate

Both the Financial Times and the Wall Street Journal have done a great job reporting on the rise of sovereign wealth funds.   Joanna Chung and Tony Tassel’s nuanced analysis of the impact of sovereig…

June 19, 2007

Monetary Policy
Sovereign Wealth Funds are sexy, but the real story right now comes from plain old central bank reserves …

Everyone now wants to talk about sovereign wealth funds, both how big they will become and how they will (or will not) impact a range of markets.  I tend to agree with Tony Tassel and Joanna Chung of…