Money and Finance
- Nigel Farage: Eu Wants To Steal Money From Cypriots Bank Accounts
Found via Zero Hedge. Felix Salmon also had a good update on the Cyprus situation HERE. I have very little opinion on the topic, but my guess is that we may soon start seeing references to "fingers of instability", similar to what I remember seeing in...
- Seth Klarman Goes Nuts On The Fed In His Latest Investor Letter
Update: There are more excerpts HERE. ----- Thanks to Will for passing this along. I haven’t seen a copy of the whole letter, but there is a very short excerpt in this article. Seth Klarman, the legendary head of Boston based hedge fund Baupost Group,...
- Welling On Wall St. Interview With Bob Rodriguez
Found via the Corner of Berkshire and Fairfax. Link to: Interview with Bob Rodriguez ………………. Related previous posts: John Mauldin's Outside the Box: Face The Music John Mauldin's Outside the Box: Greatest Moral Hazard, Says Paul...
- John Mauldin: Tax That Other Guy
Last week's letter on taxes drew more response than any letter I have written in years. Questions that were raised simply beg for an answer, and some of the replies were very thoughtful, well-written suggestions for alternatives. This week I am going...
- John Mauldin: Print Or Perish
Europe is again at center stage. At conferences and meetings and in private conversations, it is the topic of the hour. I have thought a lot this week about Europe and its impact, so once again we delve into what is an evolving situation. This time, we...
Money and Finance
John Mauldin: A Bubble in Complacency
Mauldin also has an interesting (and brief) discussion on the topic of GDP deflators in the letter.
This week I had the privilege of being on the same panel with former Comptroller General David Walker and former Majority Leader (and presidential candidate) Richard Gephardt. A Democrat to the left of me and a self-declared nonpartisan to the right, stuck in the middle and not knowing where the unrehearsed conversation would take us. As it turned out, to a very interesting conclusion, which is the topic of this week’s letter.
- Nigel Farage: Eu Wants To Steal Money From Cypriots Bank Accounts
Found via Zero Hedge. Felix Salmon also had a good update on the Cyprus situation HERE. I have very little opinion on the topic, but my guess is that we may soon start seeing references to "fingers of instability", similar to what I remember seeing in...
- Seth Klarman Goes Nuts On The Fed In His Latest Investor Letter
Update: There are more excerpts HERE. ----- Thanks to Will for passing this along. I haven’t seen a copy of the whole letter, but there is a very short excerpt in this article. Seth Klarman, the legendary head of Boston based hedge fund Baupost Group,...
- Welling On Wall St. Interview With Bob Rodriguez
Found via the Corner of Berkshire and Fairfax. Link to: Interview with Bob Rodriguez ………………. Related previous posts: John Mauldin's Outside the Box: Face The Music John Mauldin's Outside the Box: Greatest Moral Hazard, Says Paul...
- John Mauldin: Tax That Other Guy
Last week's letter on taxes drew more response than any letter I have written in years. Questions that were raised simply beg for an answer, and some of the replies were very thoughtful, well-written suggestions for alternatives. This week I am going...
- John Mauldin: Print Or Perish
Europe is again at center stage. At conferences and meetings and in private conversations, it is the topic of the hour. I have thought a lot this week about Europe and its impact, so once again we delve into what is an evolving situation. This time, we...