Hello to all my faithful readers, and my apologies for the long hiatus. Apart from the usual excuses (being busy, being lazy, being otherwise inclined), the main reason I've written just 3 blog posts in all of 2010 is that quite frankly, global markets have been pretty boring, year-to-date. But that seems like it's changing; the last couple of months have seen some quite interesting dynamics take root. I plan to address a few of these in coming posts.
But with a difference: instead of my old style of writing lengthy disquisitions on particular subjects, I am going to try shorter and snappier posts which will hopefully nonetheless be interesting and insightful. And I am going to write more explicitly about topical issues (aka "market commentary") rather than sticking solely to abstract generalizations. As always, reader feedback (positive or negative, ha ha) is very welcome. Happy reading!