Jay Newman, Walter Wriston & David Graeber on Sovereign Debt, China and what it means "To Believe"
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Orange County's Bankruptcy, Bob Citron & DE Shaw on leverage and blowing up
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Skilled investment in a world of passive assets. Charles Ellis, John Maynard Keynes, Howard Marks and Tommy Armour on the practice of not being average.
8
The Commodity Cycle with Pilgrim's Pride, Leucadia National and Fortescue Metals
1
Marty Whitman and the Aggressive Conservative Investor
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John Kenneth Gailbraith, Edward Chancellor, Jim Grant and Josh Wolfe on the “vortex of hopes and hazards, of blinding passions and blind practices.”
3
A Modern Look at Warren Buffett’s 1977 Forbes Article “How Inflation Swindles the Equity Investor”
4