In this week’s letter from James Gruber, he provides a nice summary of all the elements working against Japan right now. And argues that inflation is on its way – in large part because wages are set to rise.
I’ve discussed a few times how much I think of Kyle Bass as an investor. Here is a recent presentation posted online. Among other things, he talks about how the Yen has a lot more room to drop and the reasons why.
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In light of my previous post, here's what I'm thinking: buy some GLD $180 calls that expire 3/16/13. Right now, you can get them fo...
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I sounded "sad" in yesterday's post, but really I am pretty sanguine about the election. Change is going to come even if the ...
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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...