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No Need to Panic About Global Warming 01.02.2012)
There's no compelling scientific argument for drastic action to 'decarbonize' the world's economy.
Editor's Note: The following has been signed by the 16 scientists listed at the end of the article. read more...
Byron Wien 2012 15.01.2012)
Byron R. Wien, Vice Chairman, Blackstone Advisory Partners, issued his list of The Ten Surprises for 2012. This is the 27th year Byron has given his predictions of a number of economic, financial market and political Surprises for the coming year. Byron defines a “Surprise” as an event which the average investor would only assign a one out of three chance of taking place but which Byron believes is “probable,” having a better than 50% likelihood of happening.
Byron started the tradition in 1986 when he was the Chief U.S. Investment Strategist at Morgan Stanley. Byron joined The Blackstone Group in September 2009 as a senior advisor to both the Firm and its clients in analyzing economic, political, market and social trends. read more...
The Great Global Warming Fizzle 01.12.2011)
The climate religion fades in spasms of anger and twitches of boredom. read more...
How Scientific Is Climate Science? 05.04.2011)
What is arguably the most important reason to doubt global warming can be explained in plain English
by DOUGLAS J. KEENAN read more...
Byron Wien 2011 06.01.2011)
Byron R. Wien, Vice Chairman, Blackstone Advisory Partners, issued his list of The Ten Surprises for 2011. This is the 26th year Byron has given his predictions of a number of economic, financial market and political Surprises for the coming year. Byron defines a “Surprise” as an event which the average investor would only assign a one out of three chance of taking place but which Byron believes is “probable,” having a better than 50% likelihood of happening.
Byron started the tradition in 1986 when he was the Chief U.S. Investment Strategist at Morgan Stanley. Byron joined The Blackstone Group in September 2009 as a senior advisor to both the Firm and its clients in analyzing economic, political, market and social trends. read more...
Byron Wien 2010 11.01.2010)
Byron Wien, Chief Investment Strategist of Pequot Capital Management since 2005 (before Senior Investment Strategist of Morgan Stanley) has published his forecasts for 2010. read more...
Bad Bad Banks 25.01.2009)
And the financial crisis goes on ... And the politicians still think they can avoid the painful solution and try to sustain asset prices. But the prices of many assets are bubble prices and these prices need to fall to market levels. In not letting the prices fall, the policy makers prolong the crisis. David Roche shows what should be done and what goes wrong in the following article in the Wall Street Journal. read more...
Byron Wien 2009 19.01.2009)
Byron Wien, Chief Investment Strategist of Pequot Capital Management since 2005 (before Senior Investment Strategist of Morgan Stanley) has published his forecasts for 2009. read more...
Carl Icahn 23.11.2008)
On November 14, the Wall Street Journal published a memorable interview with the outspoken Carl Icahn. His comments about CEO's and boards should get drummed into the brain of each shareholder. Most probably his insights are also valid for the CEO's and boards of Swiss companies. That's at least my assumption given my very modest knowledge about some of their representatives.
Some funny excerpts: read more...
Ukraine Farming 02.06.2008)
If you ever visit the Ukraine you will be overwhelmed by the sheer size of first class farmland. And it is obvious that the Ukraine will - in a couple of years - again be one of the prime food producers of the world. A change in the ownership laws, foreign investments and western farmers with their know-how will all contribute to the fascinating transformation of Ukraine farming over the next years.
The following article from the Wall Street Journal gives you some important background information. read more...
