You can't step in
the same river twice Heracleitus

It's often been said that the most dangerous words on Wall Street are this time it's different. Time and again, people declare that we've entered a new era free of old problems, and time and again, they're wrong. But equally dangerous is the belief that there is nothing new under the sun. more...

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China’s Independence Fantasy

Newsweek, June 27, 2009

China is not happy.more


Hoping summer sheds light on markets

Market Watch, June 1, 2009

Look for fundamentals in new season. more




New Blog
You can be great at soccer, or globally dominant - you can’t be both

June 30, 2009