Money and Finance
- Quote Of The Day...
From Michael Lewitt (video): I feel today the way I felt in 1999-2000. The way I felt in 2007. Where the cycle is getting very extended. Things feel really excessive. And it's really frustrating, because I feel that the markets are not pricing risk...
- Links
Dick Fuld's first public remarks since Lehman's collapse (LINK) Mary Meeker's 2015 Internet trends presentation (LINK) A couple of articles by Larry Cunningham, author of Berkshire Beyond Buffett: The Enduring Value of...
- John Mauldin's Outside The Box: The Mirror Cracks
This reminds me of something else I was thinking about this morning. I was trying to think about a good analogy to the way the markets currently seem so dependent on Fed action/intervention. The thing that came to mind was Taleb’s turkey problem….for...
- John Mauldin: A Gold Standard?
There are times, my friends Michael Lewitt and Dr. Lacy Hunt agreed today at lunch, when the study of economics is best informed by a sound knowledge of history. Indeed, Michael's son wants to follow his father into the finance world, and Michael...
- Old Michael Burry Write-ups
Found via csinvesting. Link to: Michael Burry Write-ups ……………….. Related link: Scion Capital Related previous posts: Michael Burry Profiled: Bloomberg Risk Takers (video) Video: Michael Burry's Vanderbilt Speech (April 5th) ...
Money and Finance
John Mauldin's Outside the Box: It’s All Greek To Me - By Michael Lewitt
Long-time readers will be familiar with Michael Lewitt, one of my favorite thinkers and analysts. He has gone off on his own to write his letter, and I am encouraging him to write even more. I call Michael a thinker because he really does. He reads a lot of thought-provoking tomes and then thinks about them. And then writes, making his readers think. The world needs more Michael Lewitts.
Today, he roams the world, commenting as he goes, starting of course with Europe. I have permission to use the first half of this most recent letter as today’s Outside the Box, leaving off the investment recommendations that he shares with his subscribers.
- Quote Of The Day...
From Michael Lewitt (video): I feel today the way I felt in 1999-2000. The way I felt in 2007. Where the cycle is getting very extended. Things feel really excessive. And it's really frustrating, because I feel that the markets are not pricing risk...
- Links
Dick Fuld's first public remarks since Lehman's collapse (LINK) Mary Meeker's 2015 Internet trends presentation (LINK) A couple of articles by Larry Cunningham, author of Berkshire Beyond Buffett: The Enduring Value of...
- John Mauldin's Outside The Box: The Mirror Cracks
This reminds me of something else I was thinking about this morning. I was trying to think about a good analogy to the way the markets currently seem so dependent on Fed action/intervention. The thing that came to mind was Taleb’s turkey problem….for...
- John Mauldin: A Gold Standard?
There are times, my friends Michael Lewitt and Dr. Lacy Hunt agreed today at lunch, when the study of economics is best informed by a sound knowledge of history. Indeed, Michael's son wants to follow his father into the finance world, and Michael...
- Old Michael Burry Write-ups
Found via csinvesting. Link to: Michael Burry Write-ups ……………….. Related link: Scion Capital Related previous posts: Michael Burry Profiled: Bloomberg Risk Takers (video) Video: Michael Burry's Vanderbilt Speech (April 5th) ...