WEEKEND READING
13 June 2009 by TPC
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
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.