Been spending a lot of time on Twitter (see our page) and catching up with some important reading lately. Here are some links that have piqued my interest in recent days:
1. Bernanke warns deficits threathen financial stability - Bloomberg.
2. Geithner says there is "no risk" of Fed monetizing US debt (despite that already occurring); Bernanke should quit propping up the debt market if he's concerned about deficits - Clusterstock.
3. Profile of hedge fund legend Julian Robertson, plus a look at Robertson's steepener swap play (short US Treasuries) - Market Folly.
Note: we also mentioned Robertson's "curve steepener" trade earlier this year in, "Seasoned investors search for values".
4. Hedge fund industry climbs its 'slope of enlightenment' - FT.com
5. What you can learn from "old man socks" - Financial Philosopher.
6. Rock n' rollers: Ardent Music is reissuing Big Star's studio albums & releasing a new Big Star box set. You can also listen to songs from Chris Bell's "I Am the Cosmos" at the Ardent site; heard it there for the first time yesterday and I am blown away.
Enjoy the links & join us tomorrow as we take a historical look (w/ help from a noted tour guide) at the state of the global economy.
