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...
- Prem Watsa's 2012 Shareholder Letter - Fairfax Financial
We continue to fully hedge our common stock portfolios because of the reasons first discussed in our 2010 and 2011 Annual Reports. Those reasons have not changed! Total debt (private and government) as a percentage of GDP in the U.S., Europe and the U.K....
- John Mauldin And Jim Rickards On Capital Account
Link ...
- 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: All Spain All The Time
Last Monday I was in Paris and was asked to do a spot on CNBC London. I arrived at the studios an hour early due to a misunderstanding of the time zones, so while trying to catch up on the news I listened to CNBC. I had just written about Spain in last...
Money and Finance
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 look at possible impacts on the markets, as we ponder the questions, “Are we back to 2008?” and “Is there a Lehman in our future?” and I try once again to keep from making this a book-length letter. And I close with some brief thoughts I brought back from DC on the Super Committee and the deficit cuts.
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Related link: John Mauldin on King World News
- 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...
- Prem Watsa's 2012 Shareholder Letter - Fairfax Financial
We continue to fully hedge our common stock portfolios because of the reasons first discussed in our 2010 and 2011 Annual Reports. Those reasons have not changed! Total debt (private and government) as a percentage of GDP in the U.S., Europe and the U.K....
- John Mauldin And Jim Rickards On Capital Account
Link ...
- 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: All Spain All The Time
Last Monday I was in Paris and was asked to do a spot on CNBC London. I arrived at the studios an hour early due to a misunderstanding of the time zones, so while trying to catch up on the news I listened to CNBC. I had just written about Spain in last...