It has certainly been awhile since my last post.  Close to two months.  Well, my hiatus is at an end.  Friday was the last day of my summer internship.  I spent twelve weeks working for a Greenwich hedge fund (how cliche, I know).  Now in resuming blogging, I realize that I must walk a fine line between what is and is not appropriate to talk about.  The guideline I plan to use is, my personal views on any specific industry, or any specific company that I didn't recieve information about while at work, is safe to talk about.  I will not discuss the views, opinions, or strategies of the company I worked for, nor will I say the name of the company.  Hopefully, this is appropriate.  Again, I would like to stress that anything I write from here on out, in this post or any future post, is my personal view, and it no way reflects the opinions of my former employer.

Now that the legal stuff is out of the way, I can tell you that I had a very interesting summer.  Plenty of things have happened in the world.  In geopolitics, there is obviously the Israeli-Hezbollah War (or the Israeli-Iranian War, or the American-Iranian War, etc., etc.), which has certainly given us plenty to read and think about.  In economics, there is the Fed pause (inflation, deflation, boom, bust, where are we?).  In commodities, oil is in the mid-seventies thanks to geopolitical turmoil across OPEC, 400,000bpd shutdown in Prudehoe Bay, no excess capacity, and a car industry and infrastructure boom in China that could potentially rival America in the 50's one day.  In domestic politics, Lamont defeated Liberman (or as Jeff Jarvis commented, "Connecticut did not support Lamont, it opposed Lieberman").  And then there is the foiled attempt to bomb planes over the Atlantic.

We will have plenty to discuss in the coming months.  I'm happy to be back.

Comments

[Dan Marques]

Welcome back buddy...we missed you

[ross]

jeez its been too long

[Matt Lauzon]

It's about time we see you back on here! I can't wait to hear more on your thoughts regarding Ned Lamont. My girlfriend was offered a job to work on his campaign but opted out. I can't imagine he will ultimately pull off a victory, especially not with the folks he had standing behind him in his last speech. What do you think?