Some macro commentary from Epoch:
The Perfect U.S. Economic Storm: Asset Deflation, Commodity Inflation and the Expiration of the “Greenspan Put”
From Carpe Diem:
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)?
Huge fan of Marc Faber, and not just because he has a great name:
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: