Ho John Lee’s Weblog

• The twelve days of crisis « Investment Postcards from Cape Town
  On the twelfth day of Crisis the markets sold to me central banks succumbing, over-hyped underwritings, hedge fund Boards all leaving, LBO refinancing, eight salesmen bilking, seven ‘bonds’ accruing, six fleeced investors, $500 gold calls, foreclosure
  (tags: finance investment trading risk management humor culture)
• Considerations for gold investors, tech stocks and emerging markets | Dr. Marc Faber
  Investors have reached a crossroad: Either you believe that the expansionary monetary policies of central banks will lift asset prices further or you take the strongly contrarian view that they will not work and that the world will sink into a deflationar
  (tags: monetary policy trends economy investing trading strategy)
• Annals of Finance: The Blow-Up Artist: Reporting & Essays: The New Yorker
  An extended profile of Victor Niederhoffer written from interviews spanning this summer’s market crisis.
  (tags: hedgefund finance risk management investing trading culture)

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