No, it’s not a new law firm, each of these renowned investors have put out new thoughts/predictions in the past week. The wonderful aspect of markets is that there can be wildly differing viewpoints but that several strategies/approaches can do well. So be prepared to sit down and spend hours on them. Byron Wein – […]

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As always, an incredibly enjoyable read! I still need to re-read this a few more times but here are some snippets and a link to the rest of the memo “Everyone knew” for years that the Chinese economy had been overstimulated with cheap financing, and that this had led to excessive investment in fixed assets. […]

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