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paul_a_barsch

  1. Climate data hacking: The real story is the political pressures on both sides to manipulate data and tell their own story http://ow.ly/FEPy
  2. FT.com: Private citizen data for sale on black markets in Russia. Passport numbers, addresses, arrest records. http://ow.ly/FEpo
  3. What do Thanksgiving Turkeys have to do with risk control? http://ow.ly/FjWk
  4. WSJ: Domino's get's the CRM bug with it's new IT system. Operations and customer focused! http://ow.ly/Fi5N
  5. LAT: West will continue to get China "wrong". Here's why: http://ow.ly/ETmU
  6. Goldman's competitive adv from my perspective: superior risk management, IT & HFT, deep connections and ability to get market colour
  7. So you CAN actually see the Great Wall of China from space -IF it's a clear day and you know where to look http://ow.ly/DaES
  8. Eclectica Fund: "An America that saves is an America that does not run a current account deficit." Can we run a surplus ever again?
  9. Very profound read: Modern China built through US willingness to run huge trade deficits. China's own Marshall plan. http://ow.ly/CNwc
  10. @ClaireRatushny I love this quote from Aristotle!
  11. FT: IEA chief economist says oil per barrel will be $115 per barrel (today's money) or $190 nominal terms in 2030. What will be substituted?
  12. Finishing Ian Johnson's "Wild Grass" - 3 stories on China. A terrific read, even if a bit dated (by five years).
  13. @LaurelDelaney thanks for the tweet. A pleasure working with you!
  14. WSJ: McDonald's laying foundation for an economic recovery via major remodeling binge.
  15. @jameskobielus So can we skip the cases? :)
  16. FT: China already a leader in clean technologies. I ask, "Have Western companies abdicated this future hyper growth market?"
  17. Latest column: Marketers seek growth opportunities in China: http://ow.ly/BDwB
  18. FT reports there are now more millionaires in China than the UK. Trend: Global wealth shifting to Asia
  19. So if $200 Trillion of OTC contracts are held by Too big to fail firms, are we under any illusion that they should not be more regulated?
  20. ZH: Derivatives now account for 1000% of world's GDP. Credit default swaps and world fiat system intertwined forever so get used to it