– Distress Mortgage Conditions: Great visual of the 30+ day delinquent mortgage in US. Still a huge pile of mortgages that need to be foreclosed/restructured.
– How to be a better and happier investor: Constantly watching the market is draining and leads to stupid actions
– Population growth and impact on GDP: It is amazing how people doesn’t take population growth so seriously. Most college economics courses do not even bring up population when discussing GDP
– The Flaws of Finance: I have become a fan of James Montier