There is a full scale bankrun on Denmark’s Largest Bank!
Thoughts from a friend. This is speculation, there is no confirmation of a bank run. No position. Evidence: 1) Interest rates … Read more
Videos
Bill Gates: How Technology is reshaping our world, again [VIDEO]
The below video covers the discussion, led by UW computer science professor Ed Lazowska, was followed by an illuminating Q&A session in which … Read more
Gold Takes Out 200DMA..The Other Way
“Gold again proves it is not the safe haven many had hoped for, breaking the 200-day moving average, the first … Read more
John Mauldin’s Outside the Box E-Letter: Sorting Out the Euro Mess
Starting With the Bad News… Although the usual post-summit rally should not be too hard to orchestrate in the thin … Read more
Dan Loeb’s Letter to Yahoo’s Board: Take III
December 13, 2011 Board of Directors Yahoo! Inc. 701 First Avenue Sunnyvale, CA 94089 Attention: Mr. Roy Bostock, Chairman Dear … Read more
Kyle Bass on The End of the World
From earlier today, Kyle Bass doing his weirdly patient Euro-apocalyptic thing: H/T to Paul Kedrosky
Redacted Version of the December 2011 FOMC Statement
By DavidMerkel November 2011 December 2011 Comments Information received since the Federal Open Market Committee met in September indicates that economic growth … Read more
Tuesday Mid-Day Market Report (13/12/11)
Mid-Day Market Action US: Ahead of Federal Reserve’s policy statement, US markets are having a choppy and low volume trading … Read more
The Magically Circular World of Neil Shen, Venture Capitalist
Shen is a board member of Focus Media, a major Shanghai-based advertising company that Muddy Waters, a West Coast-based short-selling … Read more
Tuesday (12/13/11) Morning Pre-Market News: Hussman on U.S. Recession
Every morning the Street of Walls team puts out an update on market levels, today’s top stories, and active M&A deals. Today’s … Read more
Valuation-Informed Indexing #72: What Would It Take to Persuade Buy-and-Holders That Their Strategy Has Failed?
by Rob Bennett The appeal of Buy-and-Hold is that it is believed to be science. It is believed to be … Read more
The Gold Medal Gold Model
By David Merkel of <a href="http://alephblog.com/"Aleph Blog Eddy Elfenbein is a clever guy; he put together a model of gold prices that … Read more
Nassim Taleb: BOOK FIVE – The Ethics And Epistemology of Asymmetry
By Nassim Taleb Chapter 13: Skin in the Game, Anti-fragility at the Expense of Others This chapter will look at ethics and modernity … Read more
GMO: You Can Bank on It: European Banks Need Tons of Money
The Neutron Bomb of Capital Calculations One obvious question is whether one should move to so extreme a scenario as … Read more
Preventive Priorities Survey: 2012
The Preventive Priorities Survey (PPS) is intended to help inform the U.S. policy community about the relative urgency and importance … Read more