Monday, July 12, 2010

GR-NEAM Reflections: 07/01/2010 - Sovereign Credit -- The Return of the Deutschmark and Credit Deault Swaps

›
Thanks to Matt for passing this along. The sovereign debt problem is just getting underway. Protecting oneself will prove for many to be a...

Volcker Pushes for Reform, Regretting Past Silence

›
JUST before the Fourth of July weekend, Paul A. Volcker packed his fishing gear and set off for his annual outing to the Canadian wilds to c...

How Inequality Fueled the Crisis - By Raghuram Rajan

›
Before the recent financial crisis, politicians on both sides of the aisle in the United States egged on Fannie Mae and Freddie Mac, the gia...

Sticking to What Works

›
Found via Simoleon Sense . This month Sequoia Fund marks its 40th anniversary. It's a milestone rarely achieved in an industry where t...

Hussman Weekly Market Comment: Misallocating Resources

›
On a valuation basis, the S&P 500 remains about 40% above historical norms on the basis of normalized earnings. The disparity between ou...
Friday, July 9, 2010

Reflections on the Sovereign Debt Crisis - By Edward Chancellor

›
In this white paper, Edward Chancellor, a member of GMO's Asset Allocation team, provides his thoughts on sovereign debt. Specific quest...
Thursday, July 8, 2010

Buffett: 'We’re coming back, no question in my mind'

›
In an interview today with Yahoo News and The Huffington Post, Warren Buffett reiterates his belief that the United States economy is emergi...
Tuesday, July 6, 2010

TED Talk - Benoit Mandelbrot: Fractals and the art of roughness

›

Hussman Weekly Market Comment: Implications of a Likely Economic Downturn

›
A week ago, we accumulated enough evidence to conclude that the U.S. economy is most probably headed into a second leg of recession. It is u...
Monday, July 5, 2010

Shiller Wary on Economic Outlook

›
Found via The Big Picture .