Friday, March 1, 2013
Re-assessing My Model
About two and a half years ago, I wrote that the team assembled in Miami would be good and win a few titles, but not as many as people thought. Well, I was wrong (it's been that way a lot lately). Lebron James is the second best player of my lifetime, and if he doesn't get injured, his team will probably win the title every year for the foreseeable future.
Broken Money
The subtitle is Why Our Financial System is Failing Us and How We Can Make it Better , and the author is Lyn Alden (2023). I feel like I hav...
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In his most recent post , Michael Pettis explains the problem of investment misallocations and too much debt, simply yet brilliantly (his po...
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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 am reading another book right now by economist Richard Koo, innovator of the balance sheet recession concept. If you remember what his id...