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- For a Fork in the Road, a Barbell Portfolio
- Cam Hui submits: Whew! The official intervention in the last few weeks seems to be finally taking effect. Credit markets are finally starting to normalize as we see LIBOR starting to edge down.Now that the panic seems to be starting to end, I began to muse the implications...
- External links 2008-10-23
- The BoE's Grand Experiment
- Cam Hui submits: The long term outlook for the USD continues to look dire. As the story broke that the G8 failed to reach a consensus on policy, but believed that the world economy is too weak to withdraw stimulus, and the developing economies rose to challenge the...
- External links 2009-07-10
- Can't They Even Slam the Barn Door Right?
- Cam Hui submits: I have repeatedly hammered on the theme that quantitative modelers need to spend more time thinking about the assumptions behind their models see my recent posts What actually happens in the long run and There are no models for all seasons. Analysts need to understand...
- External links 2008-11-12
- Anvil Mining: Rorschach Test for Investors
- Cam Hui submits: As the US equity market tests its October lows, I would concur with John Hussman’s cautious bullish stance on the market: On the issue of valuations, I want to reiterate that while I believe that stocks are finally priced to deliver acceptable and even modestly...
- External links 2008-11-14
- Is China the Next Shoe or the Final Capitulation?
- Cam Hui submits: China, with its enormous reserves, had long been regarded by many investors as the last bulwark against the financial conflagration sweeping the globe. Now comes this story indicating that China itself could be a source of deflation: After a recent visit to China, Nobuyuki...
- External links 2008-11-17
Additional Resources
- Amkor Technologies: Four Reasons This Phoenix Is Rising
- Amkor AMKR is a global leader in semiconductor assembly and testing services. The company offers both semiconductor companies and Original Equipment Manufacturers a complete set of microelectronic design and manufacturing services on an outsourcing contract basis, and counts many of the world's leading electronics and semiconductor companies among its more...
- External links 2009-07-23
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