Nightly (Value) Investment Links#10
As Always Click on Titles To Access The Articles
1. Why Reinsures Should Be Boring – Via Cassandra Does Tokyo
2. Destructive Protectionism – Via Economist View
3. Avoiding a Deep Recession – Via Economist View
4. Alternative Ways To Measure GDP – Via NYT
5. Roubini Says- Get Ready For Stagflation – Via Forbes
6. Iceland- What the end game looks like – Via Marginal Revolution
7. The Economics of Structured Finance – Via SSRN
8. A Fake Banking History of the US - Via Mises.org
9. The Decline and Fall of Consumption - Via The Capital Spectator
10. Words of Wisdom- Via The Div.net
11. Ackmans Presentation on Target – Via Value Investing Congress
12. Michael Milken on Charlie Rose – Via Todd Sullivan
13. Ben’s Helicopters now dropping $$$ over Brazil, Mexico, Korea, Singapore - Via The Prudent Capialist
14. Juan Enriquez Video on the Debt Crises – Via Paul Kedrosky
15. The Looming Deflation and Reflation Whipsaw – Via Paul Kedrosky
16. Bill Gross’ November Investment Outlook – Via Pimco
17. Galbraith on Financial Euphoria - via Enterprising Investor Forum
18. Carlos Slim on the sidelines – Via Cnbc
19. 5 Thoughts for your journey on the great deleverage express - Via Telegraph.Co.Uk
20. Probably the Biggest Financial Crises of All Time - Via Spectator.Co.UK
21. Finding companies with competitive advantages – Via Contrarian Investor Journal
22. Bush Administration Working on Semi Bailout for Homeowners – Via Contrarian Investor Journal
23. Credit Crisis: Mixed Indicators – Via Calculated Risk
24. Office Vacancy Rate vs Unemployment – Via Calculated Risk
25. Video Roubini says S&P might fall another 30% – Via Calculated Risk
26. Mathew Padilla Google Talk: The Mortgage Crisis: The Chain of Blame - Via Calculated Risk
27. Billions of Bank Funds Fueling Buyout Deals and Not Helping Ease Financial Crisis – Money Morning
28. T Boone Pickens Gets out of Market – Via 24/7 Wall St
29. Hedge Fund Losses Exceed Cost Of Marshall Plan – Via 1440 Wall St
30. How Low Can Fed Interest Rates Go? - Via Business Week
31. Tilson’s Value Picks – Via Yahoo Finance
