Monthly Archives: December 2010

Realignment

I spend a certain amount of time musing about nested problems — problems where there are a wide number of feedback loops, some amplifying, some dampening. The big wonder is watching the non-commodity developed markets run hyperloose monetary policies with current account deficits for the most part, while emerging markets run tight monetary policies with […]

Be Prepared! What if Things Go Right?

Before I start this evening, the Aleph Blog Lunch scheduled for 12/29 will start at Noon, not 1PM. -==–==–=-==-=–=-=-=-=-=-==–=-==–==-=- Though the US equity market seems short-term overbought, I want to poke at an area of the investment space that is more bearish than me.  Though I admit there are many problems in the world today, […]