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- The Ben Graham Centre for Value Investing
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Other Investing / Economics / Finance Blogs
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- Symmetry Capital Blog
- The Adam Smith Institute
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Tag Archives: Eurozone
“…the prime directive will be to ‘lose as little money as possible’.” Jason Zweig Interviews Dean LeBaron
The WSJ published another excellent The Intelligent Investor column today written by Jason Zweig. In it, Jason interviews Dean LeBaron, retired founder of Batterymarch Financial Management. “For decades, the name of the game for investors has been to make as … Continue reading
The Equity Market Annual Return Histogram Updated for 2012
Better late than never. I have updated the equity market annual return histogram for the 16.00% total return generated by the S&P 500 index in 2012. As Michael Mauboussin says, when understanding an investment idea, we should try take an outsider’s … Continue reading
An Unusually Large Herd of Grey Swans
Events that can have a significant impact on the economy and capital markets have become known as swans of various shades thanks largely to Nassim Taleb’s book, The Black Swan, in which Taleb reminded us of Karl Popper’s criticism of … Continue reading
Posted in Uncategorized
Tagged a herd of grey swans, black swan, CAPE, Debt Crisis, Euro Crisis, European Debt Crisis, Eurozone, grey swan, Housing Bust, Karl Popper, Matt Ridley, Nassim Taleb, Quantitative Easing, The Rational Optimist, The Rational Zoologist, Tobin's Q Ratio, Value Investing, white swans
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Vox added to the Blogroll
I have added a new economics blog to the “Other Investing…” blogroll. It is called Vox and it focuses on EU policy issues. http://www.voxeu.org/  … Continue reading
Posted in Uncategorized
Tagged Blogroll, Blogroll Update, Euro Crisis, European Debt Crisis, Eurozone, Vox
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More on Europe from SocGen and Kyle Bass
From a SocGen Analyst’s note released today: The extraordinary events we’ve seen these past months are now threatening the euro project, and calls for its dismissal, which were laughable a year ago, are becoming more mainstream. Risk aversion has increased … Continue reading
Posted in Uncategorized
Tagged Debt Crisis, Euro Crisis, European Debt Crisis, Eurozone, Financial Media, Hayman Capital, Kyle Bass, Risk, Short Sales
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“It’s a Disaster, the United States…” Kyle Bass
Bass’s usual upbeat outlook on Japan, Europe and the US as broadcast on BNN today. I wish the interviewers would have allowed Bass to fully answer their questions. They cut him off too many times to ask a new question in the … Continue reading
Recent Headlines from a Popular News Aggregator
Recent headlines from a popular news aggregation website: Germany told it must act to save Europe… Impassioned plea for continent to avoid ‘apocalypse’… Warned of ‘highly devastating outcomes’… Just days until collapse? It is hard to believe the US market … Continue reading
Kyle Bass on Japan and Europe at a Darden School Conference
Michael Lewis opens his latest book, Boomerang, which can be found in the bookstore above, with a vignette about his meeting in 2008 with Kyle Bass of Hayman Capital. He left the meeting thinking that Bass was a bit of … Continue reading
It’s 1931
I channel Dow Jones Market Talk, which channels Brad DeLong, who channels Rogoff, Reinhart, and Krugman. MARKET TALK: It’s 1931 DOW JONES NEWSWIRES 5:20 (Dow Jones) “I have been complaining for some time now that Reinhart and Rogoff think that … Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, Benjamin Graham, CAPE, Competition and Strategy, Conventional Professional Investors, Euro Crisis, European Debt Crisis, Eurozone, Financial Media, Great Recession, Housing Bust, Invisible Hand, Margin of Safety, Mr. Market, Quantitative Easing, Risk, Rogoff and Reinhart, Seth Klarman, Short Sales, The Great Depression, Tobin's Q Ratio, Value Investing
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Mr. Market Yawns at G-20 Failure to Fix Europe’s Problems
In the last 45 minutes of trading on October 4, the US stock market shot up almost 4% on a rumor that France and Germany would talk about a plan for the Euro debt crisis. Since then European leaders have met several … Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, Euro Crisis, European Debt Crisis, Eurozone, G-20, Housing Bust, Invisible Hand, Mr. Market, Quantitative Easing, Risk
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