Tuesday, May 1, 2012

GR-NEAM Reflections: 05/01/2012 - Sublime to Ridiculous

Government securities were traditionally the safest, and in certain cases beyond reproach in investment quality. The behavior of those issuers themselves, however, stands upon its head the central position of government debt in financial markets.The deterioration in the true credit quality of government obligations is one contributor to the secular increase in risk in financial markets, without commensurate compensation in return.

Transcript of David Einhorn's Questions on Herbalife Conference Call

Via Market Folly:

Friends (especially those in the UK)….

If anyone is familiar with Superdry or Cult retail stores, I’d love to get your opinion about them. SuperGroup Plc (LSE: SGP) has come up on some of our screens and so we’re trying to get familiar with the brand. Email me at: valueinvestingworld@gmail.com

Disclosure: Neither I nor any investment product I co-manage at Chanticleer have an investment in SuperGroup Plc at the time of posting. This is not a recommendation to buy or sell a security. Please do your own research before making an investment decision.

Richard Branson on CNBC


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Bill Gross – May 2012 Investment Outlook: Tuesday Never Comes

The current acceleration of credit via central bank policies will likely produce a positive rate of real economic growth this year for most developed countries, but the structural distortions brought about by zero bound interest rates will limit that growth and induce serious risks in future years.