Must Reads Friday, July 31, 2009
31 July 2009
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I’ve been an optimist on China. But I’m starting to worry FT
Jim Rogers and Marc Faber agree: stay out of China The Daily Crux
This too shall pop, part 2 The Daily Reckoning
Pearlstein: Wall Street is at it again The Washington Post
Bill Gross’s favorite asset class The Daily Crux
Value guru’s Tweedy Brown quarterly commentary [pdf] Tweedy Brown
Oil companies still making piles of money Investment U
US GDP at minus 1% Naked Capitalism
Bank bonus tab: $33 billion WSJ
Consensus on the Treasury debt bubble Whiskey and Gunpowder
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