– Rail Shipments not showing signs of recession: A slow and grind-out type of growth is happening
– Interview with Prem Watsa: Wonderful review of his approach to current market and view on his recent buys (RIMM and Dell)
– Trust Issues: The power of compounding interest and the limitations due to human behavior
– Hedge funds face rounds of redemption: Investors never learn, run for the doors at the bottoms.