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Staying in the Big Picture

Staying in the Big Picture. Monday, January 21, 2008. Last night, I learned that a friend of mine shifted all his money out of US markets and into international stocks - because of fear of US stock market turmoil. Second, as the markets proved today, it's naive to think that the stock markets aren't interrelated in today's age of GLOBAL trading, sovereign funds, etc. Thursday, December 13, 2007. Why the credit squeeze is a turning point for the world". Originally uploaded by jorgesoros. For the past few ...

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Staying in the Big Picture | stayinginthebigpicture.blogspot.com Reviews
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Staying in the Big Picture. Monday, January 21, 2008. Last night, I learned that a friend of mine shifted all his money out of US markets and into international stocks - because of fear of US stock market turmoil. Second, as the markets proved today, it's naive to think that the stock markets aren't interrelated in today's age of GLOBAL trading, sovereign funds, etc. Thursday, December 13, 2007. Why the credit squeeze is a turning point for the world. Originally uploaded by jorgesoros. For the past few ...
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Staying in the Big Picture | stayinginthebigpicture.blogspot.com Reviews

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Staying in the Big Picture. Monday, January 21, 2008. Last night, I learned that a friend of mine shifted all his money out of US markets and into international stocks - because of fear of US stock market turmoil. Second, as the markets proved today, it's naive to think that the stock markets aren't interrelated in today's age of GLOBAL trading, sovereign funds, etc. Thursday, December 13, 2007. Why the credit squeeze is a turning point for the world". Originally uploaded by jorgesoros. For the past few ...

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stayinginthebigpicture.blogspot.com stayinginthebigpicture.blogspot.com
1

Staying in the Big Picture: Chasing Performance

http://stayinginthebigpicture.blogspot.com/2008/01/chasing-performance.html

Staying in the Big Picture. Monday, January 21, 2008. Last night, I learned that a friend of mine shifted all his money out of US markets and into international stocks - because of fear of US stock market turmoil. Second, as the markets proved today, it's naive to think that the stock markets aren't interrelated in today's age of GLOBAL trading, sovereign funds, etc. Tragic.but was he really chasing returns? Or was he maybe trying to diversify for risk-management? January 21, 2008 at 3:53 PM.

2

Staying in the Big Picture: Martin Wolf...

http://stayinginthebigpicture.blogspot.com/2007/12/martin-wolf.html

Staying in the Big Picture. Thursday, December 13, 2007. Why the credit squeeze is a turning point for the world". From the Financial Times. "Turning point" is actually a bit more strenuous a term compared to my more gentle "Inflection point". His column is spot-on and describes things exactly as I've been observing them. Subscribe to: Post Comments (Atom). Bill Nygren: A Space Odyssey.

3

Staying in the Big Picture: Fox versus the NYTimes

http://stayinginthebigpicture.blogspot.com/2007/09/fox-versus-nytimes.html

Staying in the Big Picture. Tuesday, September 25, 2007. Fox versus the NYTimes. You have to hand it to Rupert Murdoch. He took the NY Times in his crosshairs, and he is taking them down. Business at the NYTimes is going downhill. Subscribe to: Post Comments (Atom). Fox versus the NYTimes. The Demise of the Dollar. Hot Central Bank Action. Buried in the Headlines. Credit Lines Lift Countrywide. Using Their IRAs to Make Home Loans. The Fed and the Dollar. Staying in the Big Picture.

4

Staying in the Big Picture: Apple vs Amazon

http://stayinginthebigpicture.blogspot.com/2007/09/apple-vs-amazon.html

Staying in the Big Picture. Tuesday, September 25, 2007. Ah, now the runup in Amazon's stock makes sense. They're pricing in online music market share! Oh, and they've got a better product than Apple! Sign me up. I think Itunes is just good for podcasts at this point. I'm waiting for Google to launch one. They already have everything in place to do it, Bandwidth, Storage capacity, Revenue stream, Search, Marketing. October 6, 2007 at 3:10 PM. I know, that was a long sentence. October 19, 2007 at 12:28 PM.

5

Staying in the Big Picture: An Inflection Point

http://stayinginthebigpicture.blogspot.com/2007/12/inflection-point.html

Staying in the Big Picture. Thursday, December 13, 2007. Originally uploaded by jorgesoros. I've been too busy at work for the past few months and unable to collect thoughts into post-able format.but that doesn't mean I haven't been keeping tabs on the craziness since late Summer/early Fall. Today, Calculated Risk had a post on the Commercial paper market which linked to some Fed charts. He used one chart in his post, but I think this chart from that webpage. Will it all subside into calm?

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Staying in the Big Picture

Staying in the Big Picture. Monday, January 21, 2008. Last night, I learned that a friend of mine shifted all his money out of US markets and into international stocks - because of fear of US stock market turmoil. Second, as the markets proved today, it's naive to think that the stock markets aren't interrelated in today's age of GLOBAL trading, sovereign funds, etc. Thursday, December 13, 2007. Why the credit squeeze is a turning point for the world". Originally uploaded by jorgesoros. For the past few ...

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