Dive into the archives.
- On Twitter: Productive Narcissism
I am a late adaptor. A post-Luddite. Yesterday, I sent my first tweet. And my wife now claims that she is a “twidow”. There is some truth to this. I’m fascinated by the bricolage: the carnival and the possibility. This morning, having replied to a posting sent from an Irish academic, he and I exchanged [...]
- Aporia: On knowing. On not knowing.
It is 8:05 AM: my cup of coffee and Financial Times are before me as I prepare for US markets to open. Andrew Hill, writing the “On management” column today, presents a chilling precis on BP and the snail’s pace of corporate culture change with far wider implications for investors: “A safety survey of the [...]
- The Electronic Herd and the Market as Open System
The current sway, within market systems, of what journalist Thomas Friedman called “the electronic herd” has revolutionized the way in which retail investors must approach the market. No longer are the benchmarks of financial statement analysis and technical analysis sufficient to judge the attractiveness of equity offerings. Rather, because of sudden and turbulent shifts of [...]
- DayTrading & Managing Our Own Minds
Increasingly, clients have described their turn to trading in volatile and uncertain markets, as their corporate incomes have vanished and their assessments of possible return to their former workforce positions have darkened. Day trading. Paradoxically, they have embraced uncertainty as their former sense of loyalty to firm and task has been disappointed. Their “security”, they [...]
- Executive Coaching, Greek Sovereign Debt, & Market Bubbles
This week’s mighty global market turbulence gripped both our attention and stomachs. Naturally, it entered consulting discussions as clients reflected on their relation to markets. Some thoughts: plentiful and current over-supplies of information, facilitated by technology, allow market participants to react more quickly (also helped by technology) than ever before while we react to momentary [...]
