December 2009
29 posts
Deflation v Inflation debate (Brait letter) via...
Brait Capital Hendry v Bond
Dec 31st
Dec 31st
Dec 31st
James Howard Kunstler 2010 forecast via Zerohedge →
Dec 31st
Sprott Dec 2009 letter via Zerohedge
Sprott December
Dec 31st
WatchWatch
Modern art - a mobile using mobile phones.  Brilliant!
Dec 30th
WatchWatch
Ford’s latest innovative car.  Hilarious - from the Onion
Dec 30th
PIMCO's Mark Keisel looks to corporates for yield
Not sure I could bring myself to trust the bank balance sheets enough to buy their debt, but interesting to read nonetheless.  Via Zerohedge US_Credit_Kiesel_Picking_Winners_January -
Dec 30th
MF Global 2010 macro trends via Zerohedge
MF Global 2010
Dec 29th
“Meanwhile, individual health premiums have skyrocketed. The average monthly...”
– http://online.wsj.com/article/SB126204429939308069.html?mod=WSJ_hps_sections_personalfinance
Dec 29th
WatchWatch
SNL’s skit on Obama’s trip to China
Dec 29th
On my current reading list
Downloaded another three books onto my kindle - doing my best to support Amazon’s lofty valuation (even though I have no position long or short)… though I’ll spread some link love to Barnes & Noble too, as I’m debating whether to get a Nook…. The Cost of Capitalism by Bob Barbera (a self-avowed follower of Minsky) Complexity: A guided Tour by Melanie Mitchell...
Dec 29th
Yves Smith on Obama's giveaway to Big Pharma →
Dec 28th
New Yorker article on math, people stealing credit... →
Dec 27th
WatchWatch
Dylan Ratigan on the loopholes in the House financial regulation bill
Dec 26th
“What the average citizen doesn’t explicitly understand is that a significant...”
– http://www.nytimes.com/2009/12/26/your-money/26rates.html?hp=&adxnnl=1&adxnnlx=1261804299-kvMBLo/VjPISrAtn91bK5A
Dec 26th
NYTimes article on Goldman Sachs betting against... →
Dec 24th
China and Russia looking to hold CAD in reserves →
Dec 24th
Mish on Oppenheimer's mismanaged college fund →
Dec 23rd
Hussman commentary - wait for clarity or better... →
Dec 23rd
Jeff Saut investment letter h/t Market Folly
Investment Strategy
Dec 23rd
Doug Kass' top 20 surprises in 2010 via Paul... →
Dec 21st
Matt Taibbi on Obama's selling out to Wall Street →
Dec 11th
Balestra letter
Balestra Bulletin November 2009
Dec 10th
Tocqueville Letter on Gold
A Contrarians Dilemma
Dec 10th
Hoisington letter on deflation and Ponzi finance...
Hoisington Q3
Dec 7th
Mish's article on how Wall Street put the screws... →
Dec 3rd
Dec 3rd
Just wrote a letter to Senator Schumer to ask that...
My attempt at participating in the democratic process -  I just wrote a letter to my Senator to ask that he deny Bernanke’s reappointment as Federal Reserve Chair. Thanks to Calculated Risk for reminding me to exercise my political voice: Tell Your Senator No On Bernanke Ben Bernanke’s confirmation hearing before the Senate Banking Committee for his reappointment as Fed chairman is...
Dec 3rd