Tuesday 7atSeven: contrarian themes
- November 8th, 2011
Here are seven (or so) links at 7AM Eastern. Good luck out there today.
Does it matter if stocks are cheap? (Pragmatic Capitalism)
How to search for contrarian themes with a reasonable time frame. (A Dash of Insight)
Given their performance in October hedge funds are likely to be chasing through year-end. (WSJ)
Matt Levine, “Jefferies and Berkshire look like two extremes in how to think about contagion risk in the financial system.” (Dealbreaker)
Life isn’t fair, go build something. (Leigh Drogen)
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- Friday links: the index challenge
- Thursday links: crushing competitors
- Wednesday links: investment infotainment
- Tuesday links: bond disappointments
- The opposite would have to be right
- Monday links: a jealous mistress
- Sunday links: a bit of swagger
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- Saturday links: schmoozing tips