Socialism and the Subway

This week, some random ramblings (from the subway) while I crunch through some analysis that I will share in the coming months. I was riding the subway in New York City one day and thinking about how efficient the system is. There are plenty of trains to get you just about anywhere in Manhattan, Brooklyn, [...]

Could Greece Bust China’s Bubble?

A lot of people ask me what I think about the debt situation in Europe and the moves lawmakers are making to resolve it. I answer that I honestly don’t understand the details enough to comment but I do know that if they don’t come to a real resolution and Greece defaults or leaves the [...]

RIM and Reflexivity

In late December I purchased Research in Motion after it had fallen over 75% in price in 2011. As with buying any investment that the rest of the world hates, it is hard. When it’s difficult to come by an agreeable opinion, you can’t help but question your judgement. I am constantly questioning myself on [...]