This blog is an informative guide in the dog eat dog world of the global economy. Most brokers, realtors, bankers are essentially mercenaries available for a price. Similar to their past brethren these mercenaries can have ulterior motives and can be unpredictable. However if chosen and motivated correctly these mercenaries can be crucial to success. I too am a mercenary and will try my best to guide you through the economic & investment landscape among many other things!
More and more people are coming to the realization that a true free market on a gold standard does in fact work. It is a vastly better alternative then putting politicians in charge of "stable money" and the enconomy! Welcome to the fold Steve Forbes!
A really interesting piece from the BBC showing the extent of the interconnectedness of the debt web that has been spun over the years. This epitomizes the debt problems of the Eurozone. Have fun playing it with it all. Click the link above or copy and paste this one: http://www.bbc.co.uk/news/business-15748696
This series is by far the best of Hugh Hendry out there that I have seen. Not only does it go over his various trades, but also his thought process on them. What I like as well is you really learn about Hugh and get a feeling for his process and who he is as an individual. It's almost like you were at the conference and having a personal conversation with him. They're great videos and a treasure for all of us to review and reflect on:
Anytime you have the opportunity to listen/watch Ray Dalio of Bridgewater Associates talk than you are better off having done so. His approach to global economics and assessment of the "machine" is truly revealing to his success as an investor. Whether you agree with him or not on the various subjects how he comes to his conclusions is what fellow mercenaries should study and emulate. Follow the link to Charlie Rose's website and enjoy!
Hugh Hendry is back after a hiatus from making media appearances. According to him his new "CEO" has requested that he not make anymore media appearances. Luckily for us he was a able to sneak on to a BBC radio show to give his views of the European Crisis. Enjoy:
Kyle Bass from Hayman Capital was on CNBC's Strategy Room last Wednesday to discuss the European Crisis. He parses through the noise on the situation with how "the period we are going to go through, people are going to lose a lot of money." Flat out he doesn't believe that Greece and the PIIGS are not going to have an orderly default, but the world is not going to end. He does see a recession on the way as I do. The video is top notch:
Rob Arnott always has interesting insight on the markets and in this video from the Breakout Blog of Yahoo! Finance is no exception. Talking Euro crisis and potential effects with Jeff Macke:
