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Open Letter to Those Who Would Write For Us

We get countless solicitations from hungry young pups who want to write for us. In the past we have replied one off, but the volume has grown so huge of late that we are posting this open letter to all those who would write for us in a post we have creatively titled “Open Letter

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Quotes Entirely Relevant to Investing 04/29/2012: May Day

Published on April 29, 2012 by in Quotes

My own country is hopeless. It was almost better under the czars. At least the czar didn’t have to strain his empty head over a lot of theory. Lenin took whatever he could understand of Marx’s theory and used it to his own advantage, and Stalin took whatever he could understand of Lenin’s theory (which

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Short Structural, Long Cyclical

Published on April 10, 2012 by in Research

Time is tough. People struggle to understand it. We can make sense of what’s happening now, can kind of remember what happened in the recent past, and can’t fathom the long-term. All of this is probably because of Twitter or because people no longer write each other long, boring letters like they did during the

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The Model Business Model

Published on March 29, 2012 by in Research

Notwithstanding its conservative investment portfolio, the central bank remains highly profitable because of its unique business model. Rather than paying for funding, it simply creates the money that it needs at no cost. The return on its investments, as a result, almost all flows directly to the bottom line. -NY Times So simple and so

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A Rebuke, Literally in Public

Published on March 15, 2012 by in Research

From Georgetown’s own, “Elizabeth,” in the comment thread for Pomegranate Capital Thinks Women Can Run Money Better, Is Wrong: This is quite literally the most ridiculous article and comment thread I have ever read. Are you men really so afraid of a little competition that you have to kill it before it becomes a serious

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Never Trust A Mullet

Recommendation: Do not own stock of, or hold prime brokerage balances at, companies run by mullet-toting executives.

 
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Things Are Too F**king Complicated

Published on October 3, 2011 by in Research

Sept 29th’s FT contains two alarming articles. Martin Wolf calls for the EU to get the printing presses running because everything else has failed. We respect Mr. Wolf as one of the only three journalists in the world today who thinks for himself and does not have his head wedged up his ass. We respect

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Translating Corporate Speak: Wynn [Unforeseen Upside Edition #5]

Published on July 19, 2011 by in Research

Steve Wynn used to discuss business trends on his quarterly conference calls. No longer necessary now that the Macau business generates almost a billion dollars of revenue and over $300mm of EBITDA per quarter. Instead, he is free to opine on the macro and political situation. It’s still the most entertaining call of the quarter

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You Cannot Escape Doom

Published on July 1, 2011 by in Research

One of the other two writer/PMs signed up Mister Juggles’ email for something called “Roubini Global Economics” (ed note: we will not be linking any of the mentioned material for reasons that will be made clear, bear with us). “They” made a huge mistake. At the time it seemed innocuous enough – “hey this guy

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Quotes Entirely Relevant to Investing 6-26-2011

Published on June 26, 2011 by in Quotes

Any approach to scientific inference which seeks to legitimise an answer in response to complex uncertainty is, for me, a totalitarian parody of a would-be rational learning process. -Sir Adrian Frederick Melhuish Smith Past Quotes Entirely Relevant to Investing

 
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Announcing the CPI-F (flat)

Published on April 6, 2011 by in Research

The WSJ’s Heard on the Street column is generally pretty good. So the title of a recent entry, “Housing Bubble Continues to Haunt Fed“, made me interested to hear adults talk about the current stagnancy in real estate and how the hangover from the bubble still lingers. But I didn’t hear any of that malarkey.

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This Week in Tweets for 2010-05-15

Published on May 15, 2010 by in Twitter

Word. http://bit.ly/b1vblS #

 
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This Week in Tweets for 2010-04-10

Published on April 10, 2010 by in Twitter

It's disappointing that 20% of americans are unemployed and Joe Morgan is not one of them. #

 
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Translating Corporate Speak: Wynn [Unforeseen Upside Edition #4]

Published on March 31, 2010 by in Research

Steve Wynn continues to host the most interesting quarterly conference call in corporate America. Suffice it to say, he has an opinion that he’s willing to share. [The bold is all our emphasis.] Steve on Wynn’s geographic mix: Listen, we’re more of a Chinese company than American company today as we’re having this call. I

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