Monday, October 11, 2010

Hussman Weekly Market Comment: No Margin of Safety, No Room for Error

›
Over the past 10 years, the S&P 500 has achieved a total return, including dividends, averaging -0.03% annually. Over the past 13 years,...

Forensic Asia Report: ASIA CRISES - FUTURE THREAT

›
Found via Claire Barnes . This report, on Asia’s corporate health, is the first ForensicAsia publication to go to press. Forthright and bro...

More bull: Apollo Asia Fund - the manager's report for 3Q2010

›
At the time of writing, modern retail accounts for 30% of the securities held. The shops operated by our companies comprise supermarkets, hy...
Friday, October 8, 2010

Video: Jim Grant Says Quantitative Easing Is Just Money Printing

›
Link to: Grant Says Quantitative Easing Is Just Money Printing

The Boeckh Investment Letter - Government Policy and the Markets: Prepare For Some Big Changes

›
When markets don’t perform the way politicians want, you can count on them to bypass, manipulate or manage these markets. All too frequently...

Planet Money: How Four Drinking Buddies Saved Brazil

›
Found via The Corner of Berkshire & Fairfax (I think via Tariq ). Brazil is booming, but for most of the 20th century it was an economi...
Thursday, October 7, 2010

Macroeconomics after the Crisis: Time to Deal with the Pretense-of-Knowledge Syndrome - By Ricardo J. Caballero

›
Found via the Mises Institute . The root cause of the poor state of affairs in the field of macroeconomics lies in a fundamental tension in ...

Warren Buffett Interview from Fortune's Most Powerful Women Summit

›
Link
Wednesday, October 6, 2010

Kyle Bass from the Barefoot Economic Summit

›

James Grant Interview About Financial Rules Overhaul

›
Thanks to Will for bringing this to my attention. Sept. 30 (Bloomberg) - James Grant, editor of Grant's Interest Rate Observer, talks ab...