Saving Europe and Disposing of Gold Pj de Marigny, DITMo Strategie Director, GARP, S. California Chapter 05Sep2011, Newport Beach, CA. Is there a panacea for Europe and the United States to avert an economic meltdown? For the United States, supply and demand side solutions include extending unemployment benefits, employment tax credits, rolling back regulatory burdens, Fed monetary manipulations and infrastructure […]
What Is The #1 Financial Risk Today? I was speaking to a European (Swiss) colleague recently. He was a top executive for Rothschild Private Bank and he is an FRM. He asked me a question, “What is the number one risk today?” He had a surprising answer. He explained his answer from his clients’ viewpoint on the subject. He told […]
Basel Under Attack! 12Sept2011 Pj de Marigny, DITMo Strategies Director, GARP S. California Chapter 13Sep2011, Newport Beach, CA. Just so the argument is understood: Basel critics claim Basel is: 1 – anti-American favoring European institutions 2 – over-regulating larger institutions 3 – causes an agency problem in that Basel is not a body under United States authority or voted on […]
Gov’t Partnerships: 8a, NIB, SBIC, Good or Bad? Pj de Marigny, DITMo Strategies Director, GARP, S. California Chapter 26Sept2011, Newport Beach, CA. I have witnessed the adverse impact of Gov’t programs through a family-owned small business manufacturer. We employed about 55 mostly minorities in inner-city Brooklyn. The work was difficult, the working conditions were uncomfortable, and the profitability was marginable, […]
SDR Currency & Emerging Markets Meltdown Pj de Marigny, DITMo Strategie Director, GARP, S. California Chapter 22Sep2011, Newport Beach, CA. Just after two years, the SDR allocation increased to $400B (+$161B) for Emerging Markets liquidity bailout 28Aug2009. The SDR, a reserves mechanism facilitating the Bretton Woods’ currency-fiat-pegging system set the USD at .888671 grams of gold per dollar. In 1973 […]
SEC Preventing Private Placements Pj de Marigny, DITMo Strategie Director, GARP, Southern California Chapter The SEC is considering a new rule preventing private placements to felons or “bad actors.” They are presently accepting comments. The rule is bad for two main reasons: 1 – Felons who in bad faith are raising money through exempted securities under 506 RegD are just […]
Pj de Marigny, DITMo Strategies Director, GARP S. California Chapter “Skew-ed Up” (Ref: “Know Your Skew”) Comments on “Know Your Skew” (Quest Partners, 07June2011, Research Paper) Relating Skew to Range and other metrics http://www.hedgeworld.com/blog/?p=2797 “Skew-ed Up” 28Sep2011, Newport Beach, CA. I liked the thought-provoking article on Skew/Range (“Know Your Skew,” Quest Partners, 07June2011, Research Paper, http://www.hedgeworld.com/blog/?p=2797 ) – and offer […]
Pj de Marigny, DITMo Strategies Director, GARP, S. California Chapter 26Sept2011, Newport Beach, CA Public/Private Partnerships: 8(a), NIB, SBIC I have witnessed the adverse impact of Gov’t programs through a family-owned small business manufacturer. We employed about 55 mostly minorities in inner-city Brooklyn. The work was difficult, the working conditions were uncomfortable, and the profitability was marginable, but everybody worked…hard. […]
There is only one solution for Independents and Republicans to survive the Obamniac invasion. There are simply too many “movements” to fight to survive and by the time the trend subsides the U.S. will have only one party. History warns against feeding the Tyrannical Leviathan. Jeffersonians – mostly Independents and Republicans – offer a solution to reform the Republicans and […]
I define my coined term, “Economic Tyranny” as: The forced determination of an entity’s funds controlling its supply and demand. Are we being blinded by a strong market run fueled by the monetization of massive debt spending? The public market is just a financial intermediary, a derivative of a sort of the underlying actual commerce of the company. That is, […]
