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Monthly Archives: August 2014
More on the full circle of the business and investment cycle
Basic rule to manage life by: no one gets it all their way all of the time. Especially true in business and financial matters. The commodity exporters that benefited the most from the global credit boom: Australia, Brazil, Canada, Russia, … Continue reading
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Burbank on the crash risk of illiquid, over-valued markets
Passport Capital Founder and Chief Investing Officer John Burbank discusses his outlook for the markets and his investemnt ideas. Here is a direct video link.
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Taleb and Kahneman, talking fast and slow
A little Friday fun… Nassim Taleb and Daniel Kahneman discuss Anti-fragility at the New York Public Library on Feb 5, 2013. Here is a direct video link.
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