Visum Blog

  In his latest quarterly letter Grantham outlines his current thoughts in a point by point format. Overall his tone is highly cautious which doesn’t surprise me given the current economic background. He seems to see some of the same things I have been harping on recently, although I will [...]

Rogoff gives us this very well written article asking a very important question that I haven’t seen much thought devoted to. So I will go ahead and indulge you with some mental rymes of my own on the subject below. Enjoy! The Sustainability of the Current Socio-Economic Paradigm The question of [...]

A duo from MIT argue that rapid computer advances may be vaporizing careers faster than workers can train for new ones. This is a topic I have touched on many times on this site; as technology continues to advance at an EXPONENTIAL pace education is becoming more and more important. [...]

Omega Advisors, Inc. I Wall Street Plaza • 88 Pine Street • 31 st Floor | New York, New York 10005 Tel: 212-495-5210 | Fax: 212-495-5236 Leon G. Cooperman, C.F.A. Chairman & Chief Executive Officer OPEN LETTER TO THE PRESIDENT OF THE UNITED STATES OF AMERICA November 28, 2011 President [...]

  Worried about the long term energy future of the world? Fret no longer my friend the laws of thermodynamics do not apply! (Well; they still do; but this could help us circumvent the energy limitations of our planet). The fact is the human population is growing at an exponential [...]

The automation tusnami continues apace; the only way to hold out in my opinion is to be continually educating yourself with regard to new trends and ideas to keep up. Very interesting read here. I have read the book written by Martin Ford “The Lights in the Tunnel” (referenced in the [...]

Below is the excerpt from the call Harry Curtis – Nomura Securities: The topic at least here in New York is occupy Wall Street, and I was going to ask wise-ass question about whether or not you were going to contribute to that cause, but I do think, that it [...]

Martin Feldstein makes an interesting argument on a way for the three constituencies (Government / Homeowners / Mortgage Bond Holders ie. Banks) involved in the housing crisis to move forward in a way that will allow the economy to heal faster. The essence of the argument is allow for write-downs on the notes so some [...]