THE GNOME OF ZURICH INVESTOR

The Gnome believes you have to think like capital to accumulate capital. This blog follows his worldwide search for the best opportunities regardless of sector, strategy, or mindset.

9/17/07

Links of Fury

The must-read stories of the last several days . . .
  • Enough with the Weimar Germany analogies!
  • Did what happened have to happen?: Legg Mason gets counterfactual
  • How to value cyclicals
  • The Fed Funds futures are not taking inflation seriously enough
  • A dollar collapse could mean the end of US economic dominance
The Gnome at 10:14 AM
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