Interesting Reads ~ market folly

Tuesday, December 9, 2008

Interesting Reads

- Dealbreaker has posted some more hedge fund letters: Highbridge letter & Farallon letter

- Mebane over at World Beta has an excellent guest post by the guys at BlackStar Funds, entitled: The Capitalism Distribution - The Realities of Individual Common Stock Returns

- Buck over at ManyPeaks says that the Bond Market is sending worrisome signals

- Hedge Fund manager Peter Thiel of Clarium Capital discusses deflation (then reflation) in this video

- The Economist wonders: Where have all your savings gone?

- The Great Slump of 1930 by John Maynard Keynes (via The Big Picture)

- Get ready for the Commodity comeback: Casey Research (via CommodityBullMarket)

- Barry Ritholtz's interview with Barron's

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