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私たち全員がやるべきことを...。

With the New Year comes a whole host of New Year’s resolutions, New Year’s ideas, New Year’s activities, and other stuff that needs to be done as the old year passes. The reality is that little if anything gets done. Change doesn’t come simply because the clock strikes midnight: It

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1年後、物語は同じだった

Here we are a year after the Madoff mess and the question is: Are we any better off than we were when the whole thing came crashing down? The answer, of course, is no – nothing has changed. The press still is complaining about the “high fees” hedge fund charge,

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Hedge Funds Just Will Not Die…

It seems that no matter how hard people try, it’s impossible to take the bloom off the hedge fund rose. On Monday, two articles caught my eye regarding my beloved industry. The first was a Wall Street Journal blog posting with the headline “Hedge Funds Set For Best Year in

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Hedge funds off the hook!

That’s right folks; you’ve read the headline correctly. According to the European Union’s top parliamentarian, hedge funds are not to blame for the worst financial crisis in a generation. Nevertheless, he continued, to save us from the evil that they do, in the future hedge funds need to be regulated

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I was feeling kind of seasick…

The discussion on this week’s HedgeAnswers call was fast and furious, because people are confused and even a bit dazed about where the hedge fund industry is going, how it is going to survive and what the future holds for managers and investors alike as the potential for regulation is

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愚かな情報の必要性だ...。

It’s funny how everyone thinks everything is available with the click of mouse or a few strokes on the keyboard. The Internet is the great equalizer of information flow, according to its creator, a former Vice President turned extreme capitalist. If you believe that, well, I have a bridge or

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時代の終わりなのか?

Is it the end of an era? Is it the beginning of a new day? Everybody is talking about how great things are going now the GDP is up and Ford posted a profit. Well, friends, I don’t buy it. Things are still spinning out of control, yet nobody seems

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Is too much enough?

The news this week and last of a “new” insider trading scandal has, according to the popular press, sent shockwaves through the hedge fund industry. And while the jury is still out on whether any of the allegations are true, my question is not about guilt but about when enough

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It’s The Process…

As the market continues it scamper skyward, it seems that everybody wants to get back into the game. The questions about fund managers have been running rampant for the last week or so. Everybody is trying to figure out who is and who isn’t worthy to handle their assets. I

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You get what you pay for…

The news that some hedge funds are discounting fees in order to attract assets is worrisome to me. Investors who are investing in funds, based on the fees a manager charges, is even more worrisome. I don’t understand this logic. Investment decisions should be based on how a manager manages

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新しいサイトへようこそ。

新しいサイトに来てくれてありがとう。すべてを移行しようとしましたが、1つか2つ見落としがあるかもしれません。何かお気づきの点がありましたらお知らせください。

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Spend, Spend, Spend, Spend, Spend…

Replace the word “Spam” with “Spend” in the great Monty Python anthem and, by George — or should I say by Barack– I think you’ve got it. As the country embraces yet another hundreds-of-billion-dollar spending plan coming out of Washington, I’m sitting here scratching my head, asking why? There seems

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My Thoughts on September 11, 2009

This is a solemn weekend for many, as people around the globe take part in ceremonies that commemorate the events of September 11, 2001. The wicked, heinous, cowardly terrorist attacks seem to have left virtually no thinking person in the United States untouched. And while the wounds of those lost

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Taxing The People Will Not Spur The Economy!

Over the last two months while I’ve been on hiatus from this blog, two things have made me wonder: 1.Why are there no economists or other great minds telling the government that it’s impossible to tax an economy to prosperity? 2.Why doesn’t anybody seem to be willing to take responsibility

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釣りに行く前に-最後の投稿

You know, it’s so funny when you’re listening to the radio and thinking that you can’t hear anything crazier or anything else that’s going to shock you, but then you hear that the Senior Senator from New York – Democrat Charles Schumer– is pushing the MTA into figuring out how

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The Search For Alpha Seems To Deliver Beta

The search for Alpha starts with Beta. Is that the most ridiculous thing you have read this month? I think so, because even though I wrote it and I’m sure I heard it someplace before, I didn’t know what it meant then and don’t know what it means now. I

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代表権のない課税?

It seems like the only solution that any of these so-called leaders — whether they be in Washington or in State Houses across the country — seem to have to our financial situation is higher taxes. Across the nation, the answer is the same: Increase taxes after taxes after taxes

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EUが「ヘッジファンドは危険」と発言

The European Union has come to the conclusion that hedge funds are risky according to a recent report by Reuters. Read it here. It turns out that the United Kingdom’s Financial Services Authority (FSA) has determined that even with new regulation and monitoring, hedge funds and those that manage them,

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このような閣僚がいれば...

If the recent confirmation of Tim Geithner and the pending confirmation of Tom Daschle are not examples of inside baseball, I don’t know what is. Besides the fact that President Obama was elected on a platform of change and that he has named practically no one who doesn’t have a

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Where is the Outrage?

I am really trying hard not to be angry but I can’t help it. It seems that every time I turn on the news, pick up a newspaper or listen to the radio, all I hear about is the government giving out money. Yet for some reason, I never get

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