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Recommended Weekend Reading

Posted by Larry Doyle on May 30, 2009 2:05 PM |

I strongly recommend the following:

Reflections and Outrage
Robert L. Rodriguez, Partner and CEO
First Pacific Advisors; May 29, 2009 

This treatise put forth by Bob Rodriguez, the Morningstar Fixed Income Manager of the Year three times running, is as fine and comprehensive a review as I have seen to date. Rodriguez touches on the economic, financial, and political compenents of the current period. Rodriguez also addresses the future implications for our markets and global economy if the current approach does not change.

If you read nothing else this weekend, please do not skip this piece. You will not be disappointed. You will be enlightened.

The Dollar as World Currency: A Turning Point?
by Komal S. Sri-Kumar
Chief Global Strategist
Trust Company of the West

Are you aware of recent trade agreements between Brazil and The People’s Republic of China? Komal Sri-Kumar takes us into a world not covered by our media or analysts. In so doing, he addresses a topic which will likely have long term implications for our greenback.

Credit Crisis Watch: Thawing–noteworthy progress
by Dr. Prieur du Plessis
Chairman, Plexus Asset Management

This post at John Mauldin’s Outside the Box provides plenty of graphs and analysis supporting the current case promoting a turning in our economy. From Libor to commercial paper spreads to credit spreads, du Plessis makes a strong presentation. Will the stabilization and improvement continue? Well, prior to making that assessment, it is critically important to know from where we came and where we are now. This research piece provides a thorough analysis.   

Pimco’s Gross Says Harvard, Yale May Need to Alter Investments
by Sree Vidya Bhaktavatsalam and Gillian Wee

Will the investment styles at these universities withstand the rigors of the Brave New World in the Uncle Sam economy? What approach did Harvard and Yale embrace? These endowments launched headlong into alternative investments in which they sacrificed liquidity in pursuit of larger returns. Noted investment manager Bill Gross questions how effective that approach will be going forward. We can learn plenty from this article and measure our own investment approach in the process.


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