UPDATE: IMF Warns Japan Debt Could "Quickly Become Unsustainable" - WSJ.com
PUT OPTIONS ON JGB is Kyle Bass's favorite trade. UPDATE: IMF Warns Japan Debt Could "Quickly Become Unsustainable" -- IMF warns that Japan's debt could "quickly become unsustainable" if JGB…
It's clear now that a global bank run is starting
The closest parallel to what's unraveling now is the 1998 Asian currency crisis, culminating in Russian default and the collapse of Long Term Capital. This is probably a multiple of 3-10 x worse…
Cut in Europe Bank Lending Has Wide Impact - WSJ.com
As usual, most of our posts are with a theme on how to profit from them or to stimulate the investment mind. One of Gary Shlling's ideas from The Age of Deveraging is to short emerging equities.…
For Deficit Panel, Failure Cuts Two Ways - NYTimes.com
.By BINYAMIN APPELBAUM and ANNIE LOWREY The latest Congressional failure to agree on a plan for balancing the government’s books could yield a surprising result: a sharp reduction in annual federal…
US budget talks a chimera- the real issues is total world collapse
The real issue is the total collapse of the global financial system based on a run of all the banks in Europe that leads to a gumming up of the global financial engine and a complete and utter…
Kyle Bass Destroys The Ponzi-Prone Debt Sustainability Arguments Of The Status Quo...And Why Germany Cant Save The World | ZeroHedge
For this of you who don't know who Kyle Bass is. He is the new John Paulson. Where Paulson screwed up this year thinking that our financial system would recover and bought heavily into the banking…
How to Keep Money Flowing During Retirement - Barrons.com
Reeling In the Yields By KAREN HUBE | MORE ARTICLES BY AUTHOR Despite rock-bottom interest rates, you can still earn investment income of 7%-plus per year. How to keep money flowing during…
Consumer Staples- Overweight
At least that's Merrill Lynch's recently published outlook. I happen to agree with it. There are a few names here we own, our largest positions, and some insider buying as well. Merrill Lynch…
In all of my years investing, I've never seen a company argue its investment merits with this much force
Many investors have a love-hate relationship with Chesapeake Energy. I know I certainly do. I'm still smarting from the let down knowing that its colorful and super smart CEO Aubrey McClendon got…