100 Stray Icebergs Approaching New Zealand Clusterstock
Alpha males must trade on more than machismo John Coates Financial Times
The Ides of March and the Fed exit strategy John Hempton. I don’t agree with this (that the financial system was not insolvent, particularly now that I have researched the crisis even more deeply) but I am willing to be persuaded that the dollar bearishness short term is overdone. Anytime consensus is this strong that a trade is one way, it is subject to abrupt short-term reversal. But trying to trade that view can get you killed.
Give us fiscal austerity, but not quite yet Martin Wolf
Charitable Giving Epicurean Dealmaker.
Antidote du jour (hat tip reader Richard):