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Unpleasant Facts and Other Musings

Not really facts… more like loosely postulated theories presented with overconfidence

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Interesting Links

  1. Public pay vs. private pay: A recent divergence is highlighted by Mike Mandel.
  2. Macroblog on the importance of small company job creation in the economy.
  3. Michael Pettis has a new post up looking at the Chinese and US current and capital account imbalances.
  4. James Hamilton looks at the importance of offshore US oil production.
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Jeff Lonsdale

None of this is investment advice. If you are here looking for investment advice please seek professional help.
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