Weekend reading

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.

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