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Weekend reading

December 2, 2011 Leave a comment Go to comments

Poland’s FM’s letter to Germany: Germany has much to lose from a Eurozone breakup, but I’m not that courageous to bet on it

Clarke and Dawe – European Debt Crisis: Hilarious

Barton Biggs is Bullish, No Bearish, No Bullish: Good he is not running for an elected office. In 2011 I’ve seen him change the long equity position in a range of 40 – 80% in 2011. Goes to show how difficult 2011 has been.

Hedge Fund holdings: You never know what you might find by looking at others’ investments

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