Petra’s Readings
Links to interesting articles I have read over the past few days that you might also enjoy… Ray Dalio: The Billionaire Who Expounds Truth More Dalio: Pursuing Self-Interest in Harmony With the Laws of...
View ArticleLiberty…it was nice while it lasted
The erosion of people’s rights by the government continues at breakneck speed, and virtually unopposed. A ruling by the Indiana Supreme Court from last week should have been a grave cause for concern...
View ArticleTime to sell real assets for USD cash
Guest post by Cantillon In recent years it has become very fashionable amongst the want-to-be contrarian crowd to focus on the relative valuation of gold to other assets – particularly vs equities....
View ArticleDunning-Kruger effect
Guest post by Cantillon On occasion it can be remarkably frustrating putting the case for an investment thesis to an unreceptive audience based on its intrinsic and rational merits. Over time one...
View ArticlePetra’s Readings
Links to interesting articles I have read over the past few days that you might also enjoy… Barron’s mid-year roundtable: Buy Low, Stay Nimble Avoiding Losses Is One of the Keys to Managing Money...
View ArticleThe end of the future
I’m not known for overt sentimentality, but watching the TV coverage of the last Space Shuttle returning to earth last Thursday morning was one of the saddest moments I can recall. Once Atlantis...
View ArticleLondon in flames: The un-PC truth
It’s been three days and three nights now that London has been burning, and there is no end in sight. An orgy of violence, destruction and looting has been raging across the capital; gangs of mostly...
View ArticleEntitlement nation and spending cuts
“I place economy among the first and most important republican virtues, and public debt as the greatest of the dangers to be feared. To preserve our independence, we must not let our rulers load us...
View ArticleBe careful what you wish for…
I suppose after decades of insane, counterproductive and suicidal economic and social policies espoused by much of the Western world, no one ought to be surprised at our foreign policy being equally...
View ArticleReal Estate – A Global View
After a few months long hiatus from writing, it was time to come back… Martin Armstrong was very kind to ask me to share my views on global real estate. The links to the report are below. First comes...
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