Agora Symposium Slideshow
This is the powerpoint from the speech I gave Tuesday: Agora Vancouver 2010 Click for PDF
Tuesday Readings
Whenever I travel, I always seem to find interesting stuff to read that I save for the plane. Here’s the current list of things to...
Market rally
The market is getting a boost here on a story from somewhere that the Fed is going to announce that they will stop paying interest on...
WaPo: Top Secret America
Huge investigative piece in the Washington Post into “A hidden world growing beyond control” — National Security Inc....
Jeremy Grantham: Summer Essays
Jeremy Grantham’s latest missive is out, and as always, its well worth a read: The 2Q Letter is a collection of six essays on...
Stimulus Battle: How to Fix the Economy
Keith McCullough believes the government should dramatically cut back on spending. But Barry Ritholtz warns that we could face another...
Austerity vs Stimulus
I had a long discussion with Keith McCullough of Hedge Eye and Eric Schurenberg of CBS about the topic of when to put austerity into...
King Leonidas vs. Chuck Norris
This is the epic battle between two mightiest warriors in history. King Leonidas, the brave King of Sparta who defied a ‘God’...
Housing Starts below consensus
June Housing Starts at 549k annualized were below the consensus estimate of 577k and vs 578k in May but shouldn’t be surprising...