The problem with taking a vacation is that, alas, you eventually have to come home. And given the ubiquity of smart phones and wifi access, you’re never really “away” to begin with. This is good and bad, of course. When you have capital at risk, you need to be able to trade in a hurry...Read More

The following is a review and analysis of Exceptional People: How Migration Shaped Our World and Will Define Our Future, by  Ian Goldin, Geoffrey Cameron and Meera Balarajan.  In a U.S. election year, the subject of immigration is a controversial topic; kudos to the authors for stirring up a little controversy.   “We live in...Read More

Ah, to be back in South America.  Long-time Trading Deck readers might recall that I spend a fair bit of time in Peru (see “Going Long Two Beaten Down Euro Stocks”).  When you marry a Peruvian, you don’t really have a choice. Not that I’m complaining.  I can say in all seriousness that I’ve never...Read More