China’s New Export: Too Big To Fail

Market Defies Fear of Real Estate Bubble in China A real estate bubble, fueled by bad loans and too much leverage, explains much of our stock market’s turmoil since 2008. So today’s article from The New York Times on the Chinese edition, caught my...

The Death of Insider Trading

Andy Kessler recently published a terrific opinion piece, entitled Galleon and the Trouble With Insider Trading. He suggested that it’s impossible for investors to get a short-term trading edge. It’s better to make long-term investments based on...