2011

Three events took place last week that will shape the general investment climate in the weeks and months ahead.

The US dollar is firm against all the major and emerging market currencies. Equity markets are lower, giving back all of Friday's gains and more. The euro has dropped 1% and the next level of support is seen near $1.3200.

News links for 11 Dec 2011 on European growth, the sovereign debt crisis, Technology IPOs and patents, US elections and more

News links for 10 December 2011 on US politics, fracking, venture capital and technology

Many were disappointed that the EU Summit didn’t conclude with a hard number backstop for the ‘zone’s sovereign debt rolling over next year. We believe if you scratch the surface the bazooka is there.

If this doesn’t convince you we’re on the elbow of the technology exponential curve, nothing will. Stay tuned, it’s going to be interesting next 20 years!

News links for 9 December 2011 including posts on the European sovereign debt crisis, politics and elections in the US and Russia, and the situation at MF Global

Here’s some interesting data from the Atlantic that shouldn’t have surprised us, but was an eye opener, nonetheless. The U.S. Federal payrolls are dominated by men and state and local government by women.

On Thursday the European Banking Authority released the results of the latest European stress tests showing a total capital need of €114.7 billion across 71 banks. While German banks might argue that they got the worst of the surprises,…

Here's what I'm listening to right now. Prince rocks the house in the video below. Eat your heart out, Jon Corzine.