28 July 2009: Authors or Analysts?

We had a meeting with one of the banks we have an account with. The person managing the fixed income portfolio said that we would have to see whether what we are going through are green shoots or weeds. Sometime back the finance minister of Germany said that she gardens and she would call something a green shoot only when she is able to see some green. A person I know wrote a commentary titled "Apropos the Stock Market." In the years I have known her, I think this is the first time I have heard her opinion on the market. However I have never heard her use a word to the quality of Apropos before. I am one of the gateways to the family and it is my solemn duty to protect the family. All of us in the family office are either second generation employees of the company or directly related to the company. We are who we are because of the company. I do not know where the future will take me. However I do know that it would take a cataclysmic event to do anything that would compromise or hurt the family. I like my job and what I do. As a kid I wanted to be a Priest. My friends tell me that I should be an author,poet or musician. However I do not think I am going to go away from the world of finance and this blog is not a path to penetrating that space. Writing should come natural to all of us in the field of finance. We rarely state the reality. Everything we say is open to interpretation. What trades or strategy we do is dependent on what we perceive as the truth or it may be because we are letting the mass public hear what they want to hear. Very few people have the guts or talent to tell things as they see it. I am a poet. Every word I write is carefully measured. In my poetry especially I purposely write things so that they are ambiguous. Next Monday City Girl who writes for the London Paper will be revealing her identity and will be publishing a book as she has quit her job. Another person to walk away from the evil of the city. All of us in the world of investments are guilty of some sin or the other. Finally I guess our humanity catches up with us. We see the city for who she really is. However should we blame her for what she has become? After all it is we who have created her.And we end up walking away once we either tire or get guilty of prostituting her. I shall end this by quoting the same quote from Oscar Wilde that city girl did; "The only way to get rid of temptation is to yield to it." Sent from my BlackBerry® wireless device