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Wednesday, February 15th, 2012

Must Reads

Must Reads August 14, 2009

Aug 14th, 2009 | By Contrarian Profits | Category: Must Reads

Kass: a summary of my bearishness The Street

Marc Faber predicts the next major bubble The Daily Crux

What is Goldman Sachs trading The Pragmatic Capitalist

The Chinese gold market International Man

The new bull market fallacy Zero Hedge

Not so fast, Obama The New Republic

Twenty notes on current risks in the market The Aleph Blog

Deep thoughts from Bob Janjuah Zero Hedge

Paul Tudor Jones in 1987 PBS documentary Glory [rare video] Market Folly

Buffet admits he screwed up The Daily Crux



Must Reads August 13, 2009

Aug 13th, 2009 | By Contrarian Profits | Category: Must Reads

Which Chinese depression? The Daily Reckoning

Where the world’s biggest investors are putting their money The Daily Crux

The everyman’s guide to the credit crisis Zero Hedge

Food firms warn of sugar shortage WSJ

Why disappointment in Obama is great for the stock market The Daily Crux

Cap and Trade’s unlikely critics: Its creators WSJ

The Federal Reserve is immoral The Mess That Greenspan Made

Making history and the myth of progress Whiskey and Gunpowder

Finally someone with a functioning brain talking about peak oil The Daily Crux

Elizabeth Warren “we have a real problem coming” Zero Hedge



Must Reads August 12, 2009

Aug 12th, 2009 | By Contrarian Profits | Category: Must Reads

This market bubble is about to pop Seeking Alpha

Sick of BRICs? Check out MENA The Daily Reckoning

Four indicators for when to exit this rally Seeking Alpha

Debt and fog of the numbers Whiskey and Gunpowder

The market is beginning a final blastoff DailyWealth

Your red pill 100% RDA [cartoon] Zero Hedge

Soros: The Economy has actually bottomed The Daily Crux

Why the dollar might be ready to surge Yahoo! Finance

Australian central bank a model for popping bubbles? Reuters

Economists call for Bernanke to stay WSJ



Must Reads August 11, 2009

Aug 11th, 2009 | By Contrarian Profits | Category: Must Reads

The bounce phase of the depression The Daily Reckoning

The gifts that keep on taking Financial Armageddon

Warren Buffet makes big bet on fixed income The Daily Crux

Consumer bankruptcy filing hits 4-year high Seeking Alpha

Mike Steinhardt: no one is long-term bullish [video] Zero Hedge

Card users, take heart: one fee is vanishing NYT

New use for silver could send metal soaring The Daily Crux

Are we being conned about gold confiscation? Whiskey and Gunpowder

Dreman: double-digit inflation ahead Money News



Must Reads August 07, 2009

Aug 7th, 2009 | By Contrarian Profits | Category: Must Reads

The Great Reflation Experiment The Big Picture

Value legend Dreman gives his six favorite stock picks The Daily Crux

A financial world gone mad The Daily Reckoning

Wages and salaries fell 4.7%, most on record Mish’s Global Economic Analysis

China’s bogus boom American Enterprise Institute

Deep thoughts from Richard Russell The Pragmatic Capitalist

Inside GM a little bit of Enron NYT

Goldman: Get ready for oil at $147 a barrel The Business Insider

Monetizing debt: Disinformation in the blogsphere Naked Capitalism

Excerpt from “the hard math of demography” Whiskey and Gunpowder



Must Reads August 06, 2009

Aug 6th, 2009 | By Contrarian Profits | Category: Must Reads

James Howard Kunstler on the death of the American dream Whiskey and Gunpowder

What does a double dip recession look like Naked Capitalism

5 reasons the market could crash this fall Seeking Alpha

Is a jobless recovery your best friend? Tim Duy’s Fed Watch

SEC plans to ban ‘flash trades’ Zero Hedge

Housing numbers err on the bright side The Daily Reckoning

Porter Stansberry: Why commercial real estate is a terrible investment now The Daily Crux

Professional gold investors still very bullish The Daily Crux

Geithner bullies lawmakers to accept Fed as top dog Naked Capitalism



Must Reads August 5, 2009

Aug 5th, 2009 | By Contrarian Profits | Category: Must Reads

James Howard Kunstler on the death of the American dream Whiskey and Gunpowder

What does a double dip recession look like Naked Capitalism

5 reasons the market could crash this fall Seeking Alpha

Is a jobless recovery your best friend? Tim Duy’s Fed Watch

SEC plans to ban ‘flash trades’ Zero Hedge

Housing numbers err on the bright side The Daily Reckoning

Porter Stansberry: Why commercial real estate is a terrible investment now The Daily Crux

Professional gold investors still very bullish The Daily Crux

Geithner bullies lawmakers to accept Fed as top dog Naked Capitalism



Must Reads August 4, 2009

Aug 5th, 2009 | By Contrarian Profits | Category: Must Reads

How to profit from the $12.8 trillion government spending spree Street Authority

China’s secret “commodity carry trade” Today’s Financial News

Feds see biggest tax revenue drop since 1932 AP

Barclays analysts: house prices still falling Calculated Risk

“Cash for clunkers”: borrowing from future growth? Real Time Economics

Who is too big to fail? Baseline Scenario

A grand unified theory of market manipulation Zero Hedge

Goldman’s reputation tarnished FT

Krugman: Rewarding bad actors NYT

How to find assets ready to soar 100% Growth Stock Wire

Dan Ferris: 3 rules for being a great investor The Daily Crux

Sticking with the basics The Daily Reckoning

The new financial media Real Property Alpha

Unconscionable math Taunter Media



Must Reads Monday, August 3, 2009

Aug 3rd, 2009 | By Contrarian Profits | Category: Must Reads

GDP report is just plain wrong Chris Martenson’s Blog

The great reflation experiment The Big Picture

Who gets a piece of the pie? The Daily Reckoning

How you finance Goldman bonuses Zero Hedge

Who is Capco? NYT

UBS and US reach tax agreement Swiss Info

Why minimum wage means maximum slavery Whiskey and Gunpowder

After an $182 billion taxpayer rescue, is AIG on the verge of collapse? Daily Finance

Why isn’t anyone talking about these incredible investments? DailyWealth

America’s military empire is bleeding country dry The Daily Crux



Must Reads Friday, July 31, 2009

Jul 31st, 2009 | By Contrarian Profits | Category: Must Reads

I’ve been an optimist on China. But I’m starting to worry FT

Jim Rogers and Marc Faber agree: stay out of China The Daily Crux

This too shall pop, part 2 The Daily Reckoning

Pearlstein: Wall Street is at it again The Washington Post

Bill Gross’s favorite asset class The Daily Crux

Value guru’s Tweedy Brown quarterly commentary [pdf] Tweedy Brown

Oil companies still making piles of money Investment U

US GDP at minus 1% Naked Capitalism

Bank bonus tab: $33 billion WSJ

Consensus on the Treasury debt bubble Whiskey and Gunpowder