Archive for May, 2010

• EARLY LOOK: Friedrich vs. The Fiats
  keith, May 20th, 2010 at 9:10 am, Comments: 0

  “The curious task of economics is to demonstrate to men how little they really know about what they imagine they can design.” -F.A. Hayek Friedrich [...]

• VIDEO: Let’s Take The Market Back
  keith, May 14th, 2010 at 11:17 am, Comments: 0

• Keith Interview on Monsters & Money (CBS2 Chicago)
  keith, May 12th, 2010 at 1:45 pm, Comments: 0

  Keith talked to the gang at Monsters & Money in Chicago this morning about bringing transparency to the street with Hedgeye and touches on our [...]

• EARLY LOOK: Try Again
  keith, May 11th, 2010 at 8:12 am, Comments: 0

  “I make many changes, and reject and try again, until I am satisfied.” -Beethoven Managing risk in these globally interconnected times isn’t easy. That’s why [...]

• EARLY LOOK: The Keynesian Elixir
  keith, May 10th, 2010 at 7:56 am, Comments: 0

  “The lesson is clear: when we celebrate a great achievement, we are not just celebrating hard work, but also a competitive process where some have [...]

• EARLY LOOK: Catching the Contagion
  keith, May 6th, 2010 at 7:41 am, Comments: 0

  “Prediction is very difficult, especially when it is about the future.” -Niels Bohr Keith has taken his young lad, wife, and daughter up to his [...]

• EARLY LOOK: Agonizing Math
  keith, May 5th, 2010 at 8:05 am, Comments: 0

  “He who will not economize will have to agonize.” -Confucius Yesterday was a great day for risk management. I don’t say that because most markets [...]

• EARLY LOOK: Inflation’s V-Bottom
  keith, May 4th, 2010 at 8:18 am, Comments: 0

  “The prospects for significant inflation have increased, not only here, but around the world.” -Warren Buffett One of our core Macro Themes for Q2 of [...]

• EARLY LOOK: Crackberry Minutes
  keith, May 3rd, 2010 at 6:32 am, Comments: 0

  “It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.” -Warren Buffett [...]