Thursday, November 3, 2011

What we're reading 11/3/2011

Greece is going to be back in two years with their hand out as the haircut is not enough.  GDP to debt will still be over 100%. 

Interesting article on bonds outperforming stocks over 30 years

Still a bear on AMZN, however it is always good to understand the bull case in case you are wrong.  I still think AMZN state sales tax are going to be a big drag on earnings in the next year (as the catalyst, and the stock itself is priced for perfection)

The first ponzi style fraud based on high frequency trading?

No comments:

Post a Comment