George Soros Live at Budokan

George Soros delivered this speech underscoring his reflexivity philosophy, laying out the case for Europe only having three months to live and excoriating the Germans.

Stuck

“One approach to getting unstuck is the clean sheet of paper. Dictate that the speech before flight is going to change, that the menu will be redone, that the qualifications are going to start over, from zero.”

Will the Tactical Guys Blow Up the Market on Monday?

How much money is really run tactically these days? Are the majority of market-moving managers (big guys with big positions) really that nimble? Or do they most sit tight and just keep buying their favorite stocks at any price, no matter what happens?

FT's Lunch with George R.R. Martin (Game of Thrones)

Business people and Wall Street guys are obsessed with the smash hit HBO series Game of Thrones.  Everyone’s talking about it all the time, it seems. Yesterday I tweeted that Mitt Romney is a Lannister and a hundred people chirped back at me that this is a good thing because it means he “always pays…