GMO Quarterly Letter – All good but Grantham’s speech beginning on page 6 is worth a close read.
Richard Koo | Institute for New Economic Thinking – Leading economist talks about the lessons learned from Japan’s great recession and how they apply to the United States.
Jean-Marie Eveillard – Interview with kingworldnews.com
Buffett’s Berkshire Hathaway Buoyed by Insurance ‘Float’ – WSJ.com – The rich get richer. Berkshire”s insurance moat continues to grow.
Bronte Capital: A small hedge fund manager’s lament – A perspective on the current market.