Some stuff I've been reading / watching
David Einhorn video
http://wealthtrack-appletv.blip.tv/file/4406653/
ht: http://www.eurosharelab.com/
http://pragcap.com/three-things-i-think-i-think-20
http://www.creditwritedowns.com/2011/01/european-debt-dynamics.html
European debt dynamics. Borrowing at 5% and growing at 3% just digs a deeper hole.
http://www.creditwritedowns.com/2011/01/cautiously-optimistic-into-2011.html
Address says it all.
http://blogs.telegraph.co.uk/finance/ambroseevans-pritchard/100009218/the-dam-breaks-in-portugal/
Has Portugal already asked for IMF help and no-one noticed? Would be ironic if this episode of Euroland bailout occurs quietly. Long term the trend is NOT Portugal's friend:
http://www.bloomberg.com/apps/quote?ticker=GSPT10YR:IND
(Look at the 5 year history)
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