Archive for the ‘Sovereign Funds’ Category

The Sovereign Funds’ Scalp: A Financial Textbook Tempest Carries Huckabee to a South Carolina Win

Thursday, January 10th, 2008

Gasoline has just been poured on the smoldering fire of economic discontent of the American public, a discontent born with Enron and like fiascos, and fueled by the subprime mortgage crisis. The warning lights should have come on when Mike Huckabee took Iowa. Much attention was placed on his religious ...

Mullah, Can You Spare a Dime?

Friday, November 30th, 2007

About a month ago, I wrote a piece for this blog titled: “Why Would Anyone Outside Abu Dhabi Worry about Sovereign Funds?” In that piece I indicated that in a market full of unbelievably clever investors, Sheiks from Abu Dhabi should be welcomed. I suggested that while they might ...

Sovereign Funds: What’s the Problem?

Monday, August 27th, 2007

sovereign-funds.doc If I were a citizen of Abu Dhabi, I would hate Sovereign Funds. But why does anybody else object?

Thing Three: Globalization? Game Over.

Monday, August 27th, 2007

china-lends-to-risky-mortgage-borrowers.doc Yes, the survival of the global financial system depends on finding life on Mars. But that doesn’t mean we’re desperate.