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With today's
technology, time and distance
are meaningless. We can fly, Mary Poppins style, back and forward in
time and across space. With auto translation programs, we can
communicate in a variety of languages and read thousands of daily
newspapers from around the globe, in auto summary. Digital video
recorders give us the ability to capture vivid television images from
anywhere that otherwise would disappear into ether...
... and I
copy some of these for
this Web site when it is important to make a point. For me, though,
perspective comes from being a part-time resident of Switzerland . . .
looking back at the United States as the Swiss and other Europeans see
us. Being here -- and there -- helps me gain new ideas . . . sometimes
early . . . and always thanks, in part, to patient friends who impart
many of the insights I share with you.
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[click here for Dean's Biography | contact info here]
* New
Article - Zurich Chess Jubilee *
Recent
Video
Commentary:
[requires RealPlayer - click
here to download the latest free
version]
Wednesday - July 1
Madoff: the Unanswered Questions
=========
Tuesday - June 23
How
To Rob A Bank, by the US Treasury Dept and Bill Gross
link: Diagram
on how to rob the bank, courtesy US Government
=========
Thursday - June 18
Regulation
vs. Transparency
=========
Wednesday - June 17
Reflections
on a friend: Peter Bernstein
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Tuesday - June 9
Bretton Woods II Will Be
Held... this time in the Urals with the BRIC countries
=========
Recent Items of Interest
Tuesday, June 30
The Zurich Chess Club Jubilee
The Zurich Chess Club will be celebrating its Jubilee in
August with an international tournament. As before, I'm a minor sponsor in the
growing attraction of chess for young people and online presentation. This story
sets the background for the tournament which will be held in the Hauptbahnhof
Zurich.
Saturday, June 13
Adventure
Capitalist
June 10, 2009: You can listen to John Budden's Business@Night
interview with Dean LeBaron; Founder of Batterymarch Financial Management by
visiting BeEarly’s Home Page: http://www.BeEarly.com
; Top and Center of the page
Saturday, April 11
Statement on
the Major Impact of Accounting Standards
In the spirit of "I wish I had said that", my longtime
friend, Ken Macwilliams, has highlighted the importance of real market
accounting standards rather than potentially vague formulaic. He and I worked
together in the Soviet Union/Russia developing valuations when there were no
markets to guide us. We know the slippery slopes that competing interests
introduce; today the dominant one seems to be to inflate bank reserves and do so
with minimal reliance on congressional action or oversight. Ken points out how
well-intended government action can produce... yes, unintended
consequences.
Sunday, March 22
Memorial Service for Dr Gottfried Mayer
Founding Editor Complexity Digest, Taipei, Taiwan (1954-2009)
Memorial
Service
Eulogy
- Dean LeBaron
Memorial
message - Dr Karl Newell, Penn State
Stephanie's
Sketchbook and family photos
Friday, March 13
Jon
Stewart takes on Jim Cramer
Jon Stewart takes Jim Cramer and by implication all analysts
to task for missing the bubble and exploiting it to our benefit.
Thursday, March 5
Explanation
of the market bubble and housing crisis by Jon Stewart.
Monday, February 23
“A
Way Forward” Forum
We have a new forum do discuss and develop the ideas in our paper, here
introduced by Walter Deemer:
Dean LeBaron, Mark Ungewitter and I wrote “A
Way Forward” in November in response to an invitation from the Financial Analysts Journal to comment on the “new era.” We looked back
for a couple of centuries, integrating technical, economic, and fundamental
inputs, and relied on a healthy measure of assertions we felt were necessary
when venturing into entirely new ground.
FAJ, in its wisdom, rejected the article, but the paper enjoys a lively
underground circulation; readers are groping, as we are, for answers in a new
era, and we hope we might have provided some guidance. In that spirit we have
opened a forum where you can speak to us, to comment on things you wish to
amplify or to disagree, and where together we'll hopefully come to better
answers than we have so far. We invite you to join us at our Way
Forward Forum.
Saturday, February 14
A
Way Forward
Research
paper with two friends and Weeden
interview on the current financial situation.
Davos Update, Friday, January 30
Report from Davos on Day Two:
1. The US is the whipping boy of the world with almost no business and government leader there to respond.
One foreign minister even asked the US to apologize to the world for its action. Others were satisfied to condemn or to hint at blame for particular
Americans... Putin even named Michael Dell sitting on the stage with him.
2. In addition to the meeting webcasts, there is a rich resource in interviews, social media and Ideas Lab
here.
Monday, January 26
World
Economic Forum
Davos, Switzerland - January 28-February 1, 2009
As I have almost every year in the last twenty, I plan to
attend the WEF, this time online from New Hampshire rather than from the Schatzalp.
With the special importance of the worldwide economic crisis, I encourage you to
visit www.weforum.com for
the information on the annual meeting and especially http://gaia.world-television.com/wef/worldeconomicforum_annualmeeting2009/ for
the webcasts. An innovation this year is feedback on MySpace and YouTube
by resident and online participants.
Wednesday, December 3
A Bit of History
Remains
A Bit of History Remains: an Article I Wrote 13 Years Ago on
Global Finance.
Saturday, November 29
Interview
with John Budden: Canadian station CFRA.
(you may have to scroll down a page or so)
Another interview for John Budden's Business@Night,
on November 25, 2008.
Friday, September 26
Harvard
Discussion on the Real Estate Dimension of the Current Economic Crisis
DL note: Insurance, credit default notes and other off balance
debts may be multiples of the real estate exposure... plus other debts like
credit card, student loans, etc.
Thursday, September 11
Another
Election Tool
Ability to select and target ads to the candidate of your
choice and get money back if you choose the loser.
www.centristmessenger.com
Saturday, September 6
Election
Coverage
For those of you who want to follow the election (and who
doesn't whether in or out of the US):
http://news.yahoo.com/election/2008/dashboard
Thursday, August 14
Interview
for Business@Night
Interview for Business@Night, a popular Canadian radio
resource conducted by John Budden.
Wednesday, July 9
Talking Points
I wanted to write a few bullet points for a group discussion. Perhaps my
precepts are worth sharing here.
Wednesday, June 4
My daughter, Stacy LeBaron is deeply involved with feline
rescue. You can see her making her pitch to save cats (here)
and a few of her clients.
Thursday, May 1
Two
radio interviews with me conducted by my good friend, John Budden, for CFRA
in Ottawa. John's comprehensive website in Canada is www.beearly.com.
Wednesday,
February 27
My venue for 27 February to 12 March will be
Weesen, Switzerland.
Here are some
scenes which will explain why I am going even for such a short
trip.
Thursday, January
24
World
Economic Forum
The 2008 Annual Meeting of the
World Economic Forum is taking place in Davos, Switzerland from
1/23 through 1/27. The website has all the news, speeches, videos,
archives, etc.
2007
Wednesday, March 21
Understanding
the Middle East
It is not complicated to understand what is happening in the
Middle East... as seen through the eyes of an Apple
commercial. Pointed out to me by former colleague now in the Pacific NW, Tim
Bueneman.
[Note: This video was removed from YouTube due to copyright
issues]
Saturday, February 10
The Investment
People of Batterymarch
The Investment People of Batterymarch During Its First 20
Years: from a slide show accompanying remarks by Dean LeBaron at the January 10,
2007 meeting of the Boston Security Analysts Society "A Glimmer of the
Investment Future from a Reflection of Its Past"
Remarks
Tuesday, January 23
Davos: World
Economic Forum
Davos: World Economic Forum, 24-28 January 07, starts at 0300
EST Wednesday
Again, even more extensive web coverage of talks, live and in
archive. Official and unofficial blogs. About 20 daily postings on special sites
maintained by news organizations.
Start with: www.weforum.org
I'll be online attending as I have almost every year, in
person or electronically.
Monday - January 1
Canadian Radio Interview
My friend, John Budden of Canadian broadcasting and finance fame, has posted
an interview he did with me on 28 December 06 (about 30 minutes). He has posted
each of the three segments on his home page, www.beearly.com.
John is a gold bug and I hope there are some nuggets there for John and his
listeners (most are evening Toronto commuters).
2006
Thursday - December 14
Video:
Boston
Security Analyst Society
Comments on the 60th Birthday of BSAS
Thursday - December 7
Video:
Why
we scare the world?
Wednesday - November 29
Habeas
Corpus video commentary from MSNBC... very powerful.
Friday - September 15
The Big
Lie Video Series
This is a series of 13 videos that ran here from 8/31 - 9/8, and I thought I
would gather them together in one place. I'd been
thinking about the way language is being used to reshape perceptions away from
reality, even while it is difficult to do in this age of global news, blogs and
new cynicism towards authority sources. Government became the most visible example
especially the US administration that prides itself as "staying on
message" to teach us to think their way, not necessarily the right way. But
civil institutions are at least as guilty although perhaps not as skillful.
Finally I thought of what we learned about propaganda from that master of the
art, Goebbels.
Which led to a list of words and phases designed to pull us away from
reality toward someone else's perceptions. The list grew out of control and
could have continued. I stopped not because I was running out of examples, I'm
sorry to say, but because I wanted to think about something else.
Hope you find the list as instructive as I did and have your mental guard up.
[ Webmaster's note: The videos have
been replaced with written transcripts. ]
July 25
Awash
in a Sea of Debt
Barron's article about Dean, Awash in a Sea of
Debt.
May 17
Pension Investment Association
of Canada
(PIAC) Spring Conference; May 11, 2006 15
min. panel
presentation by Dean LeBaron (half way down the page... click
on the "play" button for real player streaming).
Moderator: John Budden placed the discussion on his
excellent site.
April 12
Overlooked Important News
The United Nations reformed its human rights activities under a
more inclusive Human Rights Council. Although the membership is
enlarged, the United States could not garner enough votes for
representation. This is the first time since Eleanor Roosevelt
badgered the UN in 1946 to consider human rights along with its
political mandate that the US is not involved. Our absence is
concrete evidence of which side of the human rights issue the rest
of the world places us.
March 20
Monologue
by James Spader
Here's a link
to a film clip from Boston Legal, with a monologue by James
Spader that really should be preserved for posterity...
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my books
Mao,
Marx & and the Market
Capitalist
Adventures in Russia and China,
Dean
LeBaron's
Treasury
of Investment Wisdom,
and
Dean
LeBaron's
Book
of
Investment Quotations
are now
available in print form,
published by by
John Wiley and Sons, Inc.
|
Two
Lakes
Pan/tilt webcam at Sunapee
This new cam was set up by Chris Gmuer in
Switzerland and organized on the lake by Jim Bradley. The cam
location is on the east shore of Lake Sunapee (New Hampshire...
USA) looking west. You can pan/tilt/zoom and turn on the fish eye
for a wide view of the lake. Enjoy!
Pan/tilt webcam at Weesen
Webcams
have been updated at both locations to new Mobotix cameras. Each site
includes links for area weather and information.
 
The Weesen scenes
are from my terrace overlooking the village of Weesen, SG and toward
the east along the road extending up to the Amden resort areas and
across the Walensee to Walenstadt. The lake is fiord-like, the deepest
in Switzerland, and ringed by mountains on all sides.
Here's
a 360° view
from the middle of Lake Sunapee
There have been many
changes in the management and hosting of Complexity Digest
recently, and my involvement has ended. The editor's burdens are
being assumed by Carlos Gershenson who has been writing for the
publication since 2001. The publisher is the Universidad Nacional
Autónoma de México (UNAM), the leading university in Latin
America, and its new Center of Complexity Sciences. This exciting
group will impact complexity both through its own research and in
acting as a source of inspiration for others in its publication
efforts. Publication will be on a bi-weekly basis and you can
expect to find Complexity Digest continue to be useful in your
work.
[ Welcome ] [ Two Lakes ] [ Features ] [ Feedback ] [ Views ] [ Search ]
Please
send technical comments and problem reports to sgage@tds.net
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