Nightly (Value) Investment Links #49
As Always Click on Titles To Access The Article
Newspapers & Direct Sources:
1. Tom Barrack’s Chariman’s Corner Blog – via Colony Capital
2. Ecuador default could cost regional governments - via FT
3. The Real Price Of Gold - Via National Geographic & Paul Kedrosky
4. Photo Essay: China’s 30 Years Of Economic Overdrive – Via Foreign Policy & Paul Kedrosky
5. Forced Selling Sets Odd Stage In Muniland - Via Bond Buyer & Paul Kedrosky
6. Corporate Refinancing Is The Next Debacle - Via Euromoney
7. Jeremy Grantham Stocks To Get Cheaper Buy High Quality Businesses - Via Investorazzi
8. Some Latin Markets Show Potential Others Pose Risk - Via Money Morning
Blogs:
1. Chart of Top Sovereign Default Offenders - Via Paul Kedrosky
2. Borders Tries Alternate Method - Via Todd Sullivan
3. Real Estate Reality & Thoughts - Via Understanding & Applying Value Investing
4. Niola Horlick Is A Silly Girl - Via Bronte Capital
5. The Delayed Horlick Post (Read This One First) - Via Bronte Capital
6. More Trouble With Prices - Via Capital Spectator
7. Book Review: Once In Golconda - Via Aleph Blog
8. Invest In What You Know – Via Iconoclast Investor
9. Some Thoughts On Short Selling - Via Change Alley
10. Ponzi Schemes & Other Scams – Via Paul Wilmotts Blog
11. Graham Vs GreenBlatt - Via Value Investing
12. Blowout Of The Week – Via A Dash Of Insight
13. The Madoff Saga: Perils Of Fradulent Conveyance - Via Information Arbitrage
14. Mohawk Industries - Via Controlled Greed
15. Cramer: Hedge Funds Profit From Tarp – Via Enterprising Investor Forum