Julian Robertson Says we are Heading Toward a "Doozy" of a Recession

Famed investor Julian Robertson talks about the impending "doozy" of a recession that he sees lying ahead.

Mark Sellers on Investing and the Traits of Great Investors

A friend forwarded me this speech that fund manager Mark Sellers gave to a group of HBS students. Check it out here.

Einhorn on the Credit Crunch

Insightful comments from David Einhorn on the recent developments in the credit market.

Jim Rogers: Getting out of Dollar Denominated Assets

Jim Rogers made some bold predictions at a recent ABN conference:
- get out of the dollar and start buying the Chinese yuan
- buy the yen as carry trades unwind
- commodities will continue to rally

See the Bloomberg report here.

Microsoft Investment in Facebook is Official - $15B valuation

It's official: Microsoft is paying $240 million for a 1.6% stake in Facebook. This values the company, which didn't even exist 4 years ago, at $15 billion. NYTimes reports it here.

Latest ChiBus Column

Check out my latest ChiBus column here.

BusinessWeek adds Executive Summary section

BusinessWeek has been overhauling it's print and online product substantially. One good addition has been the "Executive Summary" blog type page that has quick rundowns of all the most relevant news and has links to external pages for more information. Check it out here.

Latest ChiBus Column

Latest Ear to the Street Column

McKinsey Report on New Power Brokers

McKinsey cites the new Power Brokers as the private equity players, hedge funds, asian central banks, and petrodollar investors. Long report, but some interesting ideas.

Good Econoday Review

Latest Econoday Review