MBIA — the Mystery of the $890 Billion Insurer — Fortune.com

MBIA, and Bill Ackman locking horns with them has been written up in Fortune Magazine.
Many managers I know have purchased puts on MBIA debt.
Bill Ackman’s analysis of MBIA from a financial standpoint is excellent. Probably —…

Fania Oz — the Haifa and Bar Llan Boycott

As I understand it, Fania comes from the Israeli left. But it heartens my faith in humanity that she is not buying any of the madness coming from the British Association of University Teachers — who have boycotted two Israeli universities…

Guy Spier quoted in the Financial Express

I was written up in the Financial Express.

“The very worst that could happen is that one or two individuals are found to have done something wrong,” said Guy Spier, who manages $50 million at New York-based Aquamarine LLC…

Fania Oz — the Haifa and Bar Llan Boycott

As I understand it, Fania comes from the Israeli left. But it heartens my faith in humanity that she is not buying any of the madness coming from the British Association of University Teachers — who have boycotted two Israeli universities…

MBIA — the Mystery of the $890 Billion Insurer — Fortune.com

MBIA, and Bill Ackman locking horns with them has been written up in Fortune Magazine.
Many managers I know have purchased puts on MBIA debt.
Bill Ackman’s analysis of MBIA from a financial standpoint is excellent. Probably —…

Guy in Shanghai

In order to properly do my research on a particular company, I travelled to Shanghai.

Guy in Shanghai

In order to properly do my research on a particular company, I travelled to Shanghai.

Guy Spier quoted in the Financial Express

I was written up in the Financial Express.

“The very worst that could happen is that one or two individuals are found to have done something wrong,” said Guy Spier, who manages $50 million at New York-based Aquamarine LLC…