-I read John Mauldin regularly and his group holds an annual conference where a bunch of well-known investors give speeches. This year’s recent fete included Kyle Bass – and here is a good summary of what he had to say about China and Japan. In particular, short the Yen.
-I thought the title of this new Kuppy article was a play on “Cash Again”. In fact, he makes the bullish case for oil – a position that we at The Binary Trade share, especially in light of recent news about the Monterrey formation in California.
-I am bullish on NYC real estate. These short pieces (here and here) from The Real Deal over the weekend outline some of the reasons why.
