January 2010
17 posts
December 2009
12 posts
McKinsey: What Matters: Long-run prospects for the... →
Expanding the Cloud - Amazon EC2 Spot... →
Very cool
Mish's Global Economic Trend Analysis: Chicago... →
Curve Thoughts
2009 has provided for some great investment opportunities just about everywhere you look. As long as you stayed in the market, you’ve probably done ok. The themes driving equities started as an oversold rally in the Spring and developed into a glimmer of hope of fundamentals over the summer. Now the bull case is built on continuing central bank liquidity infusion that might actually pay off...
