Comments for STREET SWEEPER

Comment on Hedge Funds, Remember Your Keynes! by Richard Wilson

Richard Wilson — Sat, 09 Aug 2008 15:19:58 +0000

True, hard time to be a hedge fund manager. Hopefully those with sound repeatable investment processes will prevail though and those that just wanted to make a lot of money with no genuine value-added insights or processes will close up shop.

- Richard

Comment on If You Want to Know Why the Price of Oil is High…. by Bookmarks about Surowiecki

Bookmarks about Surowiecki — Mon, 04 Aug 2008 04:45:33 +0000

[...] – bookmarked by 1 members originally found by maqbes on July 18, 2008 If You Want to Know Why the Price of Oil is High…. http://streetsweeper.wordpress.com/2008/07/01/if-you-want-to-know-why-the-price-of-oil-is-high/ – [...]

Comment on Ahead of the Times by The Return of the Cities « STREET SWEEPER

The Return of the Cities « STREET SWEEPER — Mon, 28 Jul 2008 16:41:48 +0000

[...] on reverse “white flight,” a topic I’ve covered before on Street Sweeper here and here. As I mentioned to Lehrer on his show, I think the migration of poor and middle income people out [...]

Comment on High Oil Prices May Float NYC Real Estate Market by The Return of the Cities « STREET SWEEPER

The Return of the Cities « STREET SWEEPER — Mon, 28 Jul 2008 16:37:24 +0000

[...] today on reverse “white flight,” a topic I’ve covered before on Street Sweeper here and here. As I mentioned to Lehrer on his show, I think the migration of poor and middle income [...]

Comment on High Oil Prices May Float NYC Real Estate Market by Ahead of the Times « STREET SWEEPER

Ahead of the Times « STREET SWEEPER — Wed, 25 Jun 2008 03:55:52 +0000

[...] 24, 2008 by spdiamondjr You heard it here first. Over a month ago, I predicted in a post that the surge in oil prices may float real estate prices in New York City and other urban areas as [...]

Comment on McCain: Maverick… or Goose? by Sightlessness

Sightlessness — Fri, 20 Jun 2008 16:45:54 +0000

Somehow i missed the point. Probably lost in translation Anyway … nice blog to visit.

cheers, Sightlessness!

Comment on McCain: Maverick… or Goose? by auditionis.info

auditionis.info — Fri, 02 May 2008 21:39:16 +0000

McCain: Maverick… or Goose?…

MoveOn.org and the CIO are kicking off two antiJohn McCain ad campaigns….

Comment on McCain: Maverick… or Goose? by archilochus

archilochus — Fri, 02 May 2008 07:30:52 +0000

Ahhh the media sponsored Bachenalian feast for Obama continues in the blogosphere, which isn’t to disagree with your article, but c’mon? What do the other candidates offer? Oops I forgot O-BS-ama will brng us HOPE and Billary some entertaining pardons. A better article would fairly critique all 3 candidates.

Comment on Where There’s a Will… by archilochus

archilochus — Sat, 26 Apr 2008 09:31:28 +0000

You’re correct that Wall Street generally is overpaid considering IBs pay out roughly 50% of revenues in IC. But I think you need to focus more on the solution (perhaps tying IC to ROE or horrors eliminate the excessive layers of managers that generate 0 while paying revenue generators their cut and sticking to the math of 10% of 0 is 0) rather than tossing out the red herring of collateral damage. Significant blame lies with shareholders themselves for not tossing the board out and in turn management. It’s not the business of regulators to determine compensation schemes for the private sector.

Comment on Next Crisis: Commodities by bb

bb — Wed, 23 Apr 2008 03:55:47 +0000

you can’t be further off in your root cause analysis.
1. futures contracts are cash settlements and just like cds there is no need for underlying in order to get on either side of the game.
2. futures regulated by the cftc are tracking commodities only in the u.s.
3. speculation has no bearing on the availability of commodities, neither does the cost of oil.
futures are going up due to the increased level of industrialisation in many very poor countries (foods), the increased benefit of alternative uses of some of them (corn) and the lack of enough production in others (oil,gold).
it is only natural for food to cost more given that the fed pumps close to 12% more money each year, house prices (most made just of wood) have reached more than $200,000 in nominal value. after all commodities are resources whose production is lagging the supply of money.