Archive for the 'Stock market' Category
Roundtable Investment Video
February 8th, 2010Run to watch this investment roundtable from Russia with Marc Faber, Hugh Hendry and Nassim Taleb. It is fantastic.
I cannot recommend this hour long video enough.
Investment Roundtable from Russia
China’s Property Bubble
February 3rd, 2010This is a must watch video from Jim Chanos on the property bubble in China. My favorite line:
“There is roughly 30 billion square feet of non-residential property under construction in China. This means that there is enough office space being built to have a 5 by 5 foot cubicle for every man, woman and child […]
Paper Money Printing is akin to Counterfeiting
January 29th, 2010Kevin Bambrough is the CEO of Sprott Resource (Toronto: SCP) and he also works at Sprott Asset Management. He just posted a fantastic defense of gold. But in defending gold, he actually turns the argument around and instead says that paper money should be on trial, not gold. I have bolded the parts that I […]
Seth Klarman Harvard Interview
January 18th, 2010Seth Klarman is one of the greatest investors ever, in my humble opinion. Check out his interview with Harvard Business School:
Seth Klarman Harvard interview
Triple Digit Oil Will Radically Change World Economy
January 17th, 2010This is a fantastic talk by Jeff Rubin, the former economist from CIBC about peak oil, triple digit oil prices and the changes coming to the world economy.
This talk is basically an encapsulation of his book, Why Your World Is About to Get a Whole Lot Smaller: Oil and the End of Globalization.
Rotating Devaluations
December 14th, 2009Some prescient thoughts from Andy Xie, courtesy of Barry Ritholz:
The bottom line is that, regardless of what central banks say and do, there will be a lot more money in the world after the crisis than before. After a debt bubble bursts, there are two effective ways to deleverage: (1) bankruptcy, or (2) inflation. Governments’ […]
Is China like Dubai?
December 11th, 2009Wow. Must read editorial by Edward Chancellor on the parallels between China and Dubai. Here is the best part:
Dubai’s ambitions weren’t merely domestic. Dubai World and its subsidiaries, with their assumed government backing, went on a debt-fuelled global buying binge. Dubai’s economy expanded rapidly in the boom. But much of this growth came from construction […]
Alice Schroeder Interview
December 4th, 2009Jeff Matthews just posted a lengthy, yet excellent interview with Alice Schroeder, who wrote the book Snowball about Warren Buffett.
Jeff Matthews Interview
Bill Julian
December 1st, 2009I highly recommend you read Bill Julian’s latest letter. I really liked it. Here is a snippet from the letter. He compares wildfires to today’s economic (mis)management:
The tools that Washington will use to try to control these burns really amounts to its own
balance sheet together with a policy of extending, amending and pretending. (The
FDIC’s […]
I’m Not Going to Hire Anyone in the U.S.
November 23rd, 2009A must read from Jeff Matthews on a major CEO warning that because of rising taxes and the pending health care legislation, he is not hiring anyone in the US.
Jeff Matthews on Healthcare