Macro Links

Some macro commentary from Epoch:
The Perfect U.S. Economic Storm: Asset Deflation, Commodity Inflation and the Expiration of the “Greenspan Put”

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From Carpe Diem:

The Big Three of Entitlements and

it is now cheaper to buy a house than a car in Detroit.

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The Economist has been publishing the Big Mac Index since 1986. Has anyone ever backtested their index for performance (ie long 10 most undervalued currencies, short the 10 most overvalued)?

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Huge fan of Marc Faber, and not just because he has a great name:

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I recently read Ron Paul’s “The Revolution: A Manifesto” on the plane coming back from NYC and really enjoyed it. I don’t think I have seen a book with 600 reviews and 5 stars before. It was interesting, because as I read it I thought “I bet Jim Rogers would really like this guy”, and it looks like I was right.

Below is a video from Candidates@Google: