Sorting The Wheat From the Chaff
February 19, 2009
Failure to save East Europe will lead to worldwide meltdown | www.telegraph.co.uk
The marketplace is sufficiently spooked that we are at the point where facts are routinely mistaken or misrepresented to demonstrate just how desperate problems are...
Live and Happening All Around Me - A Genuine Panic Exodus
February 18, 2009
Downgrades Loom for Hungary, Poland, Bond Yields Show | www.bloomberg.com
The Market has taken fright of the Eastern European marketplace and all assets, with little regard to their fundamentals, are collapsing... In other words, ladies and gentlemen, it's a genuine triple A panic exodus.
February 18, 2009
Bloomberg TV Tries To Become A Player | www.cbsnews.com
Bloomberg TV is a studious but dull product suffering from a certain lack of focus on just whether it wants to be in mass market financial television or a specialist digital arm of the news and data vendor.
February 18, 2009
ICE plans European CDS clearer | www.ft.com
The greatest misunderstanding in markets currently is that CDS will suddenly be traded on an open CCP platform.
Deals Look Unlikely But There 's Value In Exchanges...
February 9, 2009
Financial Times FT.com | www.ft.com
The exchange industry is enduring a post bubble malaise but the prospects for investment remain considerable.
African Exchange Competition Is Emerging Rapidly...
February 9, 2009
Financial Times FT.com | www.ft.com
From a curious amalgam of exchanges which have not made the world sit up and take notice, suddenly Africa is about to be fought over by various new entrants and the only longstanding viable entity, the Johannesburg Stock Exchange
Lessons in Selling Thanksgiving (or Christmas!) to Turkeys
February 6, 2009
Exchanges are already muscling into the unruly over-the-counter market | www.economist.com
Exchanges are indeed trying to get more access to OTC markets but the markets they can realistically take business in are only likely to be the more commoditised ones...
Towards A More Pragmatic Fee Regime
February 6, 2009
Hedge fund fees are being squeezed | www.economist.com
Hedge fund fees overall are probably going down although Funds of Funds and less successful funds will be hurt more than most.
CDS Drink At The Last Chance Saloon!
February 4, 2009
EU pushes for more control of risky trades - International Herald Tribune | www.iht.com
Commissioner McCreevy is clearly signalling a get tough policy in the absence of any genuinely credible industry attempt to reform the CDS business.
February 3, 2009
Future Clearing for Freight Traders | online.wsj.com
Central Counter Party (CCP) Clearing is now a step closer to ubiquity in global freight trading...
February 7, 2012
SOPA and the wisdom of Yogi Berra
January 19, 2012
Larger wafers present a growth opportunity for LEDs
January 6, 2012
Smartphones threaten digital camera industry
December 1, 2011
Google music launches: The end of the end for the music industry
November 22, 2011