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Thursday, July 19, 2012

Negotiating with the Chinese

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I recently stumbled across this video given at the Google campus regarding negotiating with the Chinese.  While much has changed since this ...
Tuesday, July 17, 2012

Hugh Hendry - 'Bad things are going to happen'

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Hugh Hendry has spoken to the media again, this time in a little more subdued manner.  Well known for his video antics over the past few ye...
Friday, June 29, 2012

My natural gas & LNG presentation at 2012 Vail ValueX Conference

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Embedded below is my presentation at Vail ValueX on some aspects of the North American natural gas market and how LNG (liquefied natural gas...
1 comment:
Monday, June 25, 2012

Jim Chanos' notes from 2012 Vail ValueX Conference

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I had the pleasure of attending the 2012 Vail ValueX conference hosted by Vitaliy Katsenelson  http://contrarianedge.com/valuex-vail/ While...
2 comments:
Wednesday, May 23, 2012

Chinese slowdown hits iron ore prices

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Getting accurate data regarding economic activity in the Middle Kingdom is always difficult. I've blogged about it before and have grown...
1 comment:
Tuesday, May 8, 2012

Thou shalt not use market orders. Example #12,538

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Repeat after me, thou shalt not use market orders.   Today the equity markets are a bit queasy and US Treasury bonds are rising.  As I sca...
Monday, May 7, 2012

A free file sharing virtual hard drive on the cloud -- Dropbox

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While there are other competing services out there from Microsoft and Google I like this companies' offering for its simplicity and abil...