– Poland’s FM’s letter to Germany: Germany has much to lose from a Eurozone breakup, but I’m not that courageous to bet on it
– Clarke and Dawe – European Debt Crisis: Hilarious
– Barton Biggs is Bullish, No Bearish, No Bullish: Good he is not running for an elected office. In 2011 I’ve seen him change the long equity position in a range of 40 – 80% in 2011. Goes to show how difficult 2011 has been.
– Hedge Fund holdings: You never know what you might find by looking at others’ investments