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Monday, August 31, 2015

Sheffield Wednesday - Working With Fire And Steel

Normal 0 0 1 3600 20523 171 41 25203 11.1539 0 0 0 Sheffield Wednesday are one of those clubs with a fine history that these days find themselves playing in the Championship. Wednesday spent most of the 80s and 90s in the top flight of English...
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Friday, August 28, 2015

Big Markets, Over Confidence and the Macro Delusion!

In early October of 2013, I was sitting in CNBC, waiting to talk about Twitter, which had just filed its prospectus (for its initial public offering). I was sharing the room with an analyst who was very bullish on the company, and he asked me what I thought Twitter was worth....
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Wednesday, August 26, 2015

Another Market Crisis? My Survival Manual/Journal!

I would be lying if I said that I like down markets more than up markets, but I have learned to accept the fact that markets that go up will come down, and that when they do so quickly, you have the makings of a crisis. I find myself getting more popular during these periods,...
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