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WEEKEND READING

13 June 2009 by Cullen Roche 1 Comment

The Barrons Roundtable: Too Far Too Fast, Barrons

Bair Cautions Banking Crisis Not Over, Forbes

John Paulson bets on distressed debt and mortgage securities, Bloomberg

“Ban CDS”, Soros

Is American Capitalism Discredited? TPC

A Compilation of Hedge Fund Letters, MarketFolly

Discounting the Coming Production Boom, Kass

The Era of Cheap Oil is Over, The Nation

Europe’s Fragile Banking Exposure, The Economist

Bond Bust Fears Overblown, Fortune

Did Traders Kill Value Investing? TPC

Two Ways to Deleverage an Economy, Bonner

Looking for More Income in This Low Interest Rate Environment?, WSJ

Climbing Gas Prices Could Slow Recovery, NY Times

How Bad is the B of A/Merrill Scandal? The Nation

Are China’s Banks Hiding Bad Assets? WSJ

Cullen Roche

Cullen Roche

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Comments
  • natasha

    Great website redesign, and as always your content is superb.

    i like the framwork of the market path for 2H 09 and 2010 per felix zulauf in the barron’s roundtable, a cyclical bull run but resumption of the secular bear next year. food for thought.