wisdom Posted March 18, 2014 Share Posted March 18, 2014 http://online.barrons.com/article/SB50001424053111904628504579431002134993072.html#articleTabs_article%3D1 Jeremy Grantham GMO - learning to live with a bubble Link to comment Share on other sites More sharing options...
obtuse_investor Posted March 18, 2014 Share Posted March 18, 2014 Commodity deflation marches on... Full article: http://www.economist.com/blogs/buttonwood/2014/03/commodities-and-economy Excerpt: ...the aluminium price is down 10% over the last 12 months, nickel 7.9% and lead 6.3%. Compared with a year ago, metals prices are down 10.2 per cent. With the important exception of oil, commodity prices in general have been weak over the past year (although there has been a recent pick up in food prices); the Economist all-items index is down 5.3% over the last 12 months. Link to comment Share on other sites More sharing options...
rogermunibond Posted March 18, 2014 Share Posted March 18, 2014 Hard commodities deflating. WSJ had a piece about ag commodities seeing 3.5% increases this year. Not as bad as 2008 but definitely soft commodity inflation pressures. Link to comment Share on other sites More sharing options...
Guest Dazel Posted March 18, 2014 Share Posted March 18, 2014 http://www.bloomberg.com/news/2014-03-18/nickel-heads-for-bull-market-as-russia-clouds-supply-outlook.html It depends who you ask...on defaltion or inflation...whatever is the flavor of the day gets the headline. "crash" and "bubble" have become only the words the media cares about. Link to comment Share on other sites More sharing options...
yitech Posted March 22, 2014 Share Posted March 22, 2014 What Would You Do if You Were Prem Watsa? by Cove Street Capital http://covestreetcapital.com/Blog/wp-content/uploads/2014/03/Cove-Street-Capital-Strategy-Letter-16-March-14.pdf Link to comment Share on other sites More sharing options...
cubsfan Posted March 22, 2014 Share Posted March 22, 2014 What Would You Do if You Were Prem Watsa? by Cove Street Capital http://covestreetcapital.com/Blog/wp-content/uploads/2014/03/Cove-Street-Capital-Strategy-Letter-16-March-14.pdf That is an excellent read - thanks for posting. Link to comment Share on other sites More sharing options...
giofranchi Posted March 22, 2014 Share Posted March 22, 2014 What Would You Do if You Were Prem Watsa? by Cove Street Capital http://covestreetcapital.com/Blog/wp-content/uploads/2014/03/Cove-Street-Capital-Strategy-Letter-16-March-14.pdf That is an excellent read - thanks for posting. I agree: a good read. Though, I would say the author focused very much on what went wrong in the last 3 years, and not nearly as much on what went right... Of course, what went right has yet to produce gains and significant financial results, which imo will materialize in the future. Therefore what went wrong I think is much easier to see than what went right. Gio Link to comment Share on other sites More sharing options...
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