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2010 October 07 « TradecoHoldco
https://tradecoholdco.wordpress.com/2010/10/07
Killing it like a hooker in Hong Kong. What does a depreciating US Dollar hold for the world? Topic of the hour. The problem the US has right now is that it is grossly uncompetitive. When an engineer hired in India and China for USD20k a year costs USD100k a year in the US, you have a problem. A depreciating US dollar will solve this problem, but not in the way most people think it might. However this implies a vast structural shift. How many factory workers are going to want to return to farming? Paul D...
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Jews are the new WASPs « TradecoHoldco
https://tradecoholdco.wordpress.com/2010/07/16/jews-are-the-new-wasps
Killing it like a hooker in Hong Kong. Jews are the new WASPs. On the Kagan appointment:. Recently a Jewish friend in the media said, “We’re the new WASPs,” referring to the patrician class that used to represent the elite in American society. I’ve been thinking the very same thing for a while, and it’s pretty funny to hear someone else say it out loud. July 16, 2010. 3 Comments ». July 17, 2010. Comment by jack goldman. July 20, 2010. July 30, 2010. Leave a Reply Cancel reply. Enter your comment here.
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What does a depreciating US Dollar hold for the world? « TradecoHoldco
https://tradecoholdco.wordpress.com/2010/10/07/what-does-a-depreciating-us-dollar-hold-for-the-world
Killing it like a hooker in Hong Kong. What does a depreciating US Dollar hold for the world? Topic of the hour. The problem the US has right now is that it is grossly uncompetitive. When an engineer hired in India and China for USD20k a year costs USD100k a year in the US, you have a problem. A depreciating US dollar will solve this problem, but not in the way most people think it might. However this implies a vast structural shift. How many factory workers are going to want to return to farming? 8211; ...
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Bonds and the Political Economy: Bulletproofing « TradecoHoldco
https://tradecoholdco.wordpress.com/2010/10/14/bonds-and-the-political-economy-bulletproofing
Killing it like a hooker in Hong Kong. Bonds and the Political Economy: Bulletproofing. This is a game I’ve seen several times in emerging markets. Entrepreneur raises money from private funds and takes over a large business which depends on a regulated government market. It could be utilities, energy, even tobacco or financial firm or bank. Why does this happen? Well firstly, the aforesaid entrepreneur is usually well connected politically, but often only as much as a good lobbyist would be. Good exampl...
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2010 July 16 « TradecoHoldco
https://tradecoholdco.wordpress.com/2010/07/16
Killing it like a hooker in Hong Kong. Macro: Resource Bounded Expansion. I don’t often go into monologues about macro, about which I know very little, so this is a departure from my usual specific thoughts. An article which I keep going back to is Jared Diamond’s 2008 Op Ed in the NYT, What’s Your Consumption Factor? Of course this is no different from Goldman’s emerging middle class consumption hockey stick, or any number of other theories in the market to justify the commodities boom. July 16, 2010.
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Macro: Resource Bounded Expansion « TradecoHoldco
https://tradecoholdco.wordpress.com/2010/07/16/macro-resource-bounded-expansion
Killing it like a hooker in Hong Kong. Macro: Resource Bounded Expansion. I don’t often go into monologues about macro, about which I know very little, so this is a departure from my usual specific thoughts. An article which I keep going back to is Jared Diamond’s 2008 Op Ed in the NYT, What’s Your Consumption Factor? Of course this is no different from Goldman’s emerging middle class consumption hockey stick, or any number of other theories in the market to justify the commodities boom. July 16, 2010.
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The man has left the building « TradecoHoldco
https://tradecoholdco.wordpress.com/2010/07/30/the-man-has-left-the-building
Killing it like a hooker in Hong Kong. The man has left the building. Well, it finally happened. After a long slog of over 18 months, yours truly has left finance. Good bye hedge fund world. Closed out acquisition of a medium sized South East Asian consumer business, and left Hong Kong last week for Kuala Lumpur. July 30, 2010. 1 Comment ». Congrats on coming back down to Earth =). Are you settling in KL? August 5, 2010. Leave a Reply Cancel reply. Enter your comment here. Paul Delima is a bouncing ball ...
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2010 July 30 « TradecoHoldco
https://tradecoholdco.wordpress.com/2010/07/30
Killing it like a hooker in Hong Kong. The man has left the building. Well, it finally happened. After a long slog of over 18 months, yours truly has left finance. Good bye hedge fund world. Closed out acquisition of a medium sized South East Asian consumer business, and left Hong Kong last week for Kuala Lumpur. July 30, 2010. He is overqualified, overpaid, underworked, and takes great pleasure for calling bullshit when he sees it. He likes receiving non-spam comments. Paul Delima now does Asian bankrup...
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2010 October 14 « TradecoHoldco
https://tradecoholdco.wordpress.com/2010/10/14
Killing it like a hooker in Hong Kong. Bonds and the Political Economy: Bulletproofing. This is a game I’ve seen several times in emerging markets. Entrepreneur raises money from private funds and takes over a large business which depends on a regulated government market. It could be utilities, energy, even tobacco or financial firm or bank. Why does this happen? Well firstly, the aforesaid entrepreneur is usually well connected politically, but often only as much as a good lobbyist would be. Good exampl...
