Goldman Sachs Outlook 2010

Resource Reallignment

Hedgefunds

the 50 most powerful hedgefunds
what are the best hedgefunds buying

Gold

Paulson plans Gold only Hedge Fund

Chanos Presentation Ten Lessons Investors will soon forget

Chanos Presentation: Ten Lessons From The Financial Crisis That Investors Will Soon Forget (If They Haven't...

Hugh Hendry Eclectica Nov 09

Hugh Hendry Eclectica Nov09

Paul Tudor Jones 3Q letter

Tudor Third-Quarter Letter

David Einhorn Q3 letter

David Einhorn's Greenlight Capital Q3 Letter

Jeremy Grantham Q3 letter

Jeremy Grantham Quarterly Letter, Q3 2009

Einhorn Speech Oct 2009

http://www.scribd.com/doc/21311124/Einhorn-Vic-2009-Speech

GMO Quarterly Letter 2009

Jgletter All 2q09

T2 Partners Presentation

http://www.scribd.com/doc/17264357/T2-July-3
T2 July 3

Banks are not lending

by Mish

IMF

IMF Working Paper: The Federal Reserve System Balance Sheet:
What Happened and Why it Matters

Morgan Stanley: 30 for 2013

30 for 2013

Buiter: What's left on central bank independence

Buiter

Barron's Hedge Fund Ranking

Ranking

BA_HF100_090511

Publish at Scribd or explore others: Finance Business & Law hedge fund 100

Heinsohn FAZ

Heinsohn: Die nächste Blase schwillt schon
http://tinyurl.com/heinsohn-faz

Hussman - Anything but Academic

Hussman - Anything but Academic

ZDF Nachtstudio - Heinsohn

Heinsohn ZDF Nachtstudio

Hussman - Equilibrium

http://www.hussmanfunds.com/wmc/wmc090518.htm

In order to understand the impact of these interventions, you have to think in terms of equilibrium - recognizing that all securities that are issued must also be held by someone - and then follow the money. Initially, suppose you have a banking system with $12 trillion in assets, financed with about $7 trillion in deposits and other liabilities to customers, about $4 trillion in debt to the bondholders of the banks, and about $1 trillion in shareholder equity as a buffer against insolvency.

Robert Merton : MIT Lecture

Robert Merton about risk: Lecture MIT World

Duration of stocks and bonds

Hussman