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...
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, Chief Investment Strategist of Pequot Capital Management since 2005 (before Senior Investment Strategist of Morgan Stanley) has published his forecasts for 2009. read more...
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...
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...
Byron Wien, Chief Investment Strategist of Pequot Capital Management since 2005 (before Senior Investment Strategist of Morgan Stanley) has published his forecasts for 2008. read more...