Money and Finance
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Related previous post: Ned Goodman’s Letter to Shareholders
- Value Investing During Worldwide Quantitative Easing - By Arnold Van Den Berg
Link to presentation and transcript: Value Investing During Worldwide Quantitative Easing Value Investing During Worldwide Quantitative Easing was the subject of Arnold Van Den Berg’s presentation at the 11th Annual Value Investor Conference in...
- Kyle Bass: Japan's Adding A Ponzi Scheme To A Ponzi Scheme
Kyle Bass is on his favorite topic here at the Sohn Investment Conference — Japan. His bottom line is that the country's "shock and awe" monetary policy is going to work, and Japanese leaders are beginning to realize that. "What they're...
- John Hussman – Why Prospective Returns Are Low - By Robert Huebscher
Monetary and fiscal policies have driven our economy into an unstable equilibrium, pushing investors into higher-yielding securities, according to John Hussman. But those higher yields are illusory, he said, because corporate profit margins are...
- Be The Disruptor
Found via Farnam Street. There is also an interview with the co-authors HERE. Harvard Business School professor Clayton M. Christensen’s theory of disruptive innovation provides a framework to understand how businesses grow, become successful,...
- Bridgewater's Dalio On Europe, Economy, Strategy (video)
Sept. 15 (Bloomberg) -- Ray Dalio, founder of Bridgewater Associates LP, discusses the European debt crisis, investment strategy and the global economy. He speaks with Erik Schatzker at the Bloomberg Markets 50 Summit in New York. ................. Related...
Money and Finance
Ned Goodman and the 'Botox Economy'
Ned Goodman spoke about the perils of quantitative easing at the Toronto Resource Investment Conference on Sept. 12. He made the following remarks, as recorded by The Northern Miner
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Related previous post: Ned Goodman’s Letter to Shareholders
- Value Investing During Worldwide Quantitative Easing - By Arnold Van Den Berg
Link to presentation and transcript: Value Investing During Worldwide Quantitative Easing Value Investing During Worldwide Quantitative Easing was the subject of Arnold Van Den Berg’s presentation at the 11th Annual Value Investor Conference in...
- Kyle Bass: Japan's Adding A Ponzi Scheme To A Ponzi Scheme
Kyle Bass is on his favorite topic here at the Sohn Investment Conference — Japan. His bottom line is that the country's "shock and awe" monetary policy is going to work, and Japanese leaders are beginning to realize that. "What they're...
- John Hussman – Why Prospective Returns Are Low - By Robert Huebscher
Monetary and fiscal policies have driven our economy into an unstable equilibrium, pushing investors into higher-yielding securities, according to John Hussman. But those higher yields are illusory, he said, because corporate profit margins are...
- Be The Disruptor
Found via Farnam Street. There is also an interview with the co-authors HERE. Harvard Business School professor Clayton M. Christensen’s theory of disruptive innovation provides a framework to understand how businesses grow, become successful,...
- Bridgewater's Dalio On Europe, Economy, Strategy (video)
Sept. 15 (Bloomberg) -- Ray Dalio, founder of Bridgewater Associates LP, discusses the European debt crisis, investment strategy and the global economy. He speaks with Erik Schatzker at the Bloomberg Markets 50 Summit in New York. ................. Related...