-A good read today over at Casey Research about the philosophy of the stoics.
-Quickly running through the charts -- now might be the time to start a small bond short.
-Related to some of my recent posting on Minsky and my own view of economics, I came across an interesting post about exogenous vs. endogenous money. The comments afterwards are actually even better. My takeaway -- the same as before. Whichever side you fall on, the Fed plays a big role. And our collective fates (higher inflation) have already been sealed.
-The Yen continues to play the same game. No resolution yet on which way it is going to break.
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Are when the contrarian should think about buying. And so I tried. Some AUY LEAPS (filled) and a small mining services company that I like...
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I came across this really interesting chart regarding 2013 and 2014 EPS forecasts by region and globally. Note the very pronounced move fr... -
Apropos the book that I just finished, I re-visited an interview from September with Kyle Bass, where he examines many of the same themes ...