oldprof.typepad.com - 6/14/2009
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Understanding public policy decisions is crucial to investment success. This has never been more true. Government intervention is changing the nature of every business. As an investor, you need to figure out what is going to happen, and whether it affects the companies in which you own stock. ...
baselinescenario.com - 6/15/2009
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baselinescenario.com —
Barack Obama came to office as the conciliator,
the bipartisanizer, the anti-Bush. But this is going too...
far. The administration’s style has been to float policy proposals in public, listen to the responses (from other politicians, from the private sector, and from the blogs that Obama ...
(more)
You Don’t Get a Vote!
salon.com - 6/19/2009
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salon.com —
(updated below - Update II - Update III)
One of the rarest commodities in the establishment media...
is someone who was a vehement critic of George Bush and who now, applying their principles consistently, has become a regular critic of Barack Obama -- ...
(more)
The Washington Post fires its best columnist. Why? - ...
bloomberg.com - 6/8/2009
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bloomberg.com —
June 8 (Bloomberg) -- President Barack Obama ,
trying to bolster an economy he says still has...
a “long way to go,” announced 10 projects aimed at accelerating job creation, according to the administration. The plans are meant to boost the ...
(more)
Obama Unveils New Projects to Speed Economic Recovery ...
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Sunday links: surging global liquidity
Abnormal Returns —
... Now more than ever, “Understanding public policy decisions is crucial to investment success.” (A Dash of Insight) ...
Timing The Trade In “Obama Stocks”
Daily Markets —
... be a part of any proposal, and that weighs on existing pharma, new products. and aspiring pharma (biotech). This is a minefield for the media and for casual observers. It is an opportunity for anyone following the nuances of the politics, picking the right time to get involved. Obviously , this story has many more twists and turns. Finding the right time to play is crucial. The major media time frame is quite wrong, and provides an opportunity for long-term investors. There are numerous other policy issues , all of which we are tracking closely. > ...
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