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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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... -
The subtitle is The Universal Laws of Growth, Innovation, Sustainability, and the Pace of Life in Organisms, Cities, Economies and Companie...