Friday, October 17, 2008

Monday, October 13, 2008

Krugman's Nobel Prize

Congratulation!
But why I cannot shake the comparison to Sholes and Merton's Nobel while at LTCM?
Here is his column on NYT on how Nobel day:
http://www.nytimes.com/2008/10/13/opinion/13krugman.html?_r=1&oref=slogin

Sunday, October 5, 2008

Seed of new growth

Seeds of the future are planted now - and they will spring to life when the frozen ground starts to thaw. Here is a look at the Green technology which legendary VC firm Kleiner Perkins is investing.
http://www.nytimes.com/2008/10/05/magazine/05Green-t.html?ref=magazine

Saturday, October 4, 2008

Troubles in Hedge Fund World

The forrest fire keeps burning - now it is hedge fund's turn. Who says the Darwin process is pretty?

"Smaller Hedge Funds Struggle As Money Pipeline Dries Up "- WSJ
http://online.wsj.com/article/SB122304635959202357.html?mod=testMod
"Hedge funds prey on rivals" - FT
http://paul.kedrosky.com/archives/2008/10/02/hedge_funds_eat.html
"Hedge Funds Reel From Margin Calls Even on Treasuries" - Bloomberg
http://www.bloomberg.com/apps/news?pid=20601087&sid=aqcXY9R7AbkY&refer=home
"Dear Investor" - Dealbreaker
http://dealbreaker.com/2008/10/dear-investor.php