One of the biggest hazards of being a professional money manager is that you are expected to behave in a certain way: You have to come to the office every day, work long hours, slog through countless e-mails, be on top of your portfolio (that is, check performance of your securities minute by minute), watch [...]
Everyone is looking with horror at Europe, waiting for the European Economic and Monetary Union to break up and for the PIIGS to start dropping like flies, taking the rest of the euro zone and the global economy with them. Unlikely! European monetary union was a great experiment that made a lot of sense on [...]
CNBC interview discussing sideways markets, Xerox, HP, Vivendi
Interview with Matt Nesto, segment 1: HP, Xerox, Vivendi (we own all of them) Segment 2: China