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Ian Bremmer- Hedging Political Instability for Insight and Profit

My colleague Scott Lichtman took notes on Ian Bremmer's talk Monday night at this past week's World Hedge Funds Summit . Dr. Bremmer's prediction that Rumsfeld would resign proved accurate within 48 hours. Ian Bremmer, President of Eurasia Group, and author of The J-Curve: A New Way to Understand [...continue reading]

Mohamed A. El-Erian, President & CEO of Harvard endowment, on the global economy

I went to a very worthwhile talk last night at the Harvard Club by Mohamed A. El-Erian, President and CEO, Harvard Management Company, which manages the $29 billion Harvard endowment (as of 6/30/06). The endowment has had consistently impressive performance. As background, I've posted on the blog [...continue reading]

Dilbert deserves the economics Nobel

Quietly hidden in [Scott] Adams' groundbreaking work is a financial formula so simple it rivals Einstein's E=mc2. In its original form Adams' formula was apparently so heretical and so explosive that no major house would touch it when he proposed publishing it as a one-page book. After initial [...continue reading]