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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Cory’s Chart Corner
Burbank on the crash risk of illiquid, over-valued markets
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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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Low yields move lower as slow growth gets slower
Global growth data this week has been disappointing for the bulls. Geo-political strife is only weakening prospects all the more. The US 10-year yield has today officially given up the ghost on the 2.40 level it broke above in the ‘tapper tantrum’ of May 2013…2.20 is the next downside test.
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