Eurozone Vendor Financing Ponzi Scheme Might not be so bad
New Thoughts in Brief as it relates to Systemic Risk I was laying awake last night in bed and might have come to an interesting preliminary conclusion in regards to…
arguments for apple $aapl
Apple doesn't lower price (see constant/even growing iPhone asp over past three years) and unmatched economies of scale should lead to gross margin expansion in 2012. Then consider that Apple's…
The Collapse of China that’s been happening since MAY 2011
Thank you Zack Buckley. (He got out at the right time). I didn’t. For those of you that don’t know, you should now. Business in China is synonyms with fraud. I…
Gregor Macdonald Austerity vs. Stimulus?
http://www.chrismartenson.com/blog/great-american-false-dilemma-austerity-vs-stimulus/64249 The Great American False Dilemma: Austerity vs. Stimulus Share7 Email Thursday, October 27, 2011, 11:43 am, by Gregor Macdonald “Like the issue of…’Is it better to have austerity…
I agree with this
http://www.zerohedge.com/news/guest-post-waiting-lehman Guest Post: Waiting For Lehman Submitted by Tyler Durden on 10/25/2011 12:45 -0400 Bad Bank Bank of America Bank of America Central Banks China CRAP Credit Default Swaps default…
macroeconomics professor – from the internet that makes sense
I asked an old Macroeconomics professor of mine to comment on the current state of the economy, and clear things up for me, since most articles I have read have…
Seth Klarman – Baller – We haven’t learned from 2008
In these annual-letter excerpts, from VII, investing legend Seth Klarman explains why he believes no long-term lesson have been learned from 2008, defends short-selling, and describes the two key elements to…
Cullen Roche = Baller Status $$
I would argue that looking at a govt’s balance sheet is misleading. You need to judge a govt’s effectiveness by the prosperity of its citizenry. Govt doesn’t exist for…
Warren Buffett is defrauded and doesn’t know it! $$
Buffett’s – BYD = chinese fraud http://www.grist.org/list/2011-07-22-warren-buffets-crazy-like-a-fox-plan-to-revive-americas-auto-ind
Bubble Trouble – My favorite prescient person – Andy Xie
By ANDY XIE The current generation of decision makers was raised in a string of bubble economies. This environment has greatly influenced their sense of balance between a bubble economy…