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Poor Matthew's Almanac
Extra Credit / Required Reading:
Dollar Strength on Recognition of Worldwide Crappiness
Robinson Crusoe and the Subjectivity of Desire
Reflections on Today, from Henry Clews, 1908.
Art Market Rules
The Long View... 1885-2009
Forecast: The Battle Between Paper and Tangible Assets, A Personal View
Tobin's Q
Luxury Goods
After the Gold Rush...
The Gaussian Fallacy and other Bullshit Baby Boomer Epistomologi
Douchebag of the Noughties
Synopsis of the Panic of '08
You Know its a Bubble When...
Quantitative Easing
Vallejo, CA
18 March 2009
They're not all capitalist pigs...
Some are hipster douchebags!
Gerry Pasciucco, head of AIG's Financial Products division (the guys who brought down the firm)
-via Gawker
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About Me
Matthew Talty Colvard
Bedford-Stuyvesant, New York
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Time Capsule 11/19/08
* "Quantitative Easing Target Plane" 1-3 month T-Bills to zero
* VIX: S&P 500 will move 25.9% up or down w/in 30 days
* 2-year TIPS breakeven: -0.38%
* TED Spread: 211 bps
* 30-year swap: 33 bps below T-Bond
* Baltic Dry Shipping Index: down -92.6%
* Mei Moses Art Index: down -21.4%
* Liv-Ex Wine Index: down -7.4%
* "Ebay-Whip Inflation Now (WIN!)" Indicator: 100% unconcerned
* 2:1 odds Charlie Rangel demoted
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Phronesis
They're not all capitalist pigs...
Hmm...
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1908
(1)
Alan Greenspan
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art
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(3)
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(1)
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Common Sense
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credit
(1)
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debt deflation
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(4)
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Investing
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menger
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One way bets...
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prediction markets
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rangel
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real estate
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responsibility
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Robert Irwin
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Satyajit Das
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Short Selling
(1)
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Speculation
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Subjectivism
(2)
The Long View
(1)
Time
(3)
Tobin's Q
(1)
Unnecessary Goods
(1)
Vallejo
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value
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