Opening up governments
Transparency, governance and accountability are two of the main issues I am concerned with regarding politics, government and society in general. I have discussed it here in terms of citizen...
View ArticleBronte Capital
This blog’s most frequent contributor just recently reminded me of a source I had been neglecting of late: Bronte Capital. As the most recent post “The macroeconomics of Chinese kleptocracy” shows,...
View ArticleWeekend reads
Quick and interesting reads: Japanese shareholders are making their voices heard like never before, but they still have a long fight to change the country’s culture of corporate governance. Key Chinese...
View ArticleBrazilian stocks and interventionism
Financial Times: “Brokers trying to hawk Brazilian shares to international fund managers in New York and London have had a tough time of it recently. (…) ‘The question we always get is what will be the...
View ArticleNetflix and Fair Disclosure
I wasn’t even going to comment on whether Netflix CEO Reed Hastings broke the spirit of Reg FD. He had to be smarter than that, but it’s at best a show-off case by the SEC to scare other executives...
View ArticleInvesting in banks: “too hard”?
Thought-provoking cover story (and I mean this in the “is it signal or noise?” realm) in The Atlantic: “What’s inside America’s banks?” To summarise the official story line, the article argues that a...
View ArticleUpdate: “too hard” to invest in banks
We posted last Thursday about a long article at The Atlantic arguing that banks are increasingly “too hard to understand”. As in all bank matters, the Epicurean Dealmaker couldn’t resist writing about...
View ArticleA 2nd update on analyzing banks
In the second update to our “Is investing in banks too hard?” original post (here’s the first update), a reader has sent us a Howard Marks interview (in 2009, for Graham & Doddsville) that has Mr....
View ArticleBrazil’s “champions”
The Financial Times had an interesting story on Brazil’s struggling “elected champions”. What seems to start off as another piece on Eike Batista’s woes is, thankfully and much more relevantly, a...
View ArticleBovespa’s “Sustainability” index trounces Ibovespa
The story comes from Valor Econômico’s English-language beta website, Valor International – it requires registration, but it’s free for now. Bovespa’s Corporate Sustainability Index (“ISE” in the...
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