Nightly (Value) Investment Links #33
As Always Click on Titles To Access The Articles
1. A Conversation With George Soros & MIT - Via MIT Tech TV & Undervalued Securities
2. The Downside Of Falling Mortgage Rates – Via Felix Salmon & Condenast
3. The Death Of Muni Bond Insurance - Via Can Turtles Fly
4. The Next Great Idea: Junk Bonds – Via Can Turtles Fly
5. Value Fund: First Eagle Sees Bargains In Japan - Via Controlled Greed
6. The Forecasting & Vision Thing – Via FT
7. Two New FRB Housing Papers – Via Paul Kedrosky
8. Obama/Santa Bear Market Rally? - Via Value Investing Inspired By Graham
9. Analysis: Archer Daniels Midland – Via Value Investing News & Barel Karsan
10. Reinsurer Stocks An Opportunity? - In search of value
11. I’ll Buy Stuff Stocks When….. – Vitaily Katsenelson Contrarian Edge
12. Trust vs Risk Premiums: Prof we aren’t in Kansas Anymore - Via Bronte Capital
13. Savings and Spending: Blowing In the Wind - Via The Capital Spectator
14. James Montier Has Never Been More Bullish On Stocks - Via Bloomberg
15. Investment Don’t(s) - Via StockManMarc
16. Jim Rorgers: On Fox Business News – Via Todd Sullivan
17. Marc Faber: Encourage Savings Not Consumption - Via Todd Sullivan
