Money and Finance
- Howard Marks Memo: What Does The Market Know?
Link to Memo: What Does the Market Know? My buddy Sandy was an airline pilot. When asked to describe his job, he always answers, “hours of boredom punctuated by moments of terror.” The same can be true for investment managers, for whom...
- Beijing’s New Leaders Are Right To Hold Back - By Michael Pettis
The world is struggling to rebalance its great savings imbalances and is not advancing much. In Europe, and as I discussed in my very long May 11 blog entry, it seems that Germany is still unable to force though the adjustments needed in internal demand...
- John Mauldin: The Beginning Of The Endgame
About this time two years ago I began to seriously work with Jonathan Tepper on our book Endgame: The End of the Debt Supercycle and How It Changed Everything. It came out the following March. I remember vividly that in November of that year, as crisis...
- Wsj: Goldman Takes A Dark View
Thanks to Will for passing this along. A top Goldman Sachs Group Inc. strategist has provided the firm's hedge-fund clients with a particularly gloomy economic outlook and suggestions for how these traders can take advantage of the financial crisis...
- The Best Fund Manager Of Our Time
Robert Rodriguez has accomplished the unheard-of-feat: driving staggering returns in both a stock and a bond fund for more than two decades. -- Fresh out of college in 1971, Rodriguez jumped into the hot growth stocks of the day. "I thought if you couldn't...
Money and Finance
European Crisis - Internal Memo from Bob Rodriguez
Found via GuruFocus. Link to:
“European Crisis” – An internal memo from Robert Rodriguez on November 30, 2011 highlighting current financial/fiscal problems and maneuvers in Europe
- Howard Marks Memo: What Does The Market Know?
Link to Memo: What Does the Market Know? My buddy Sandy was an airline pilot. When asked to describe his job, he always answers, “hours of boredom punctuated by moments of terror.” The same can be true for investment managers, for whom...
- Beijing’s New Leaders Are Right To Hold Back - By Michael Pettis
The world is struggling to rebalance its great savings imbalances and is not advancing much. In Europe, and as I discussed in my very long May 11 blog entry, it seems that Germany is still unable to force though the adjustments needed in internal demand...
- John Mauldin: The Beginning Of The Endgame
About this time two years ago I began to seriously work with Jonathan Tepper on our book Endgame: The End of the Debt Supercycle and How It Changed Everything. It came out the following March. I remember vividly that in November of that year, as crisis...
- Wsj: Goldman Takes A Dark View
Thanks to Will for passing this along. A top Goldman Sachs Group Inc. strategist has provided the firm's hedge-fund clients with a particularly gloomy economic outlook and suggestions for how these traders can take advantage of the financial crisis...
- The Best Fund Manager Of Our Time
Robert Rodriguez has accomplished the unheard-of-feat: driving staggering returns in both a stock and a bond fund for more than two decades. -- Fresh out of college in 1971, Rodriguez jumped into the hot growth stocks of the day. "I thought if you couldn't...