skip to main | skip to sidebar

Fire and Ice Investing

Unlike typical investment clubs, we will not pool monies but just use this forum to discuss, develop and advance our thinking about long-term investment strategies.

Tuesday, February 15, 2011

Kyle Bass' Latest Must Read Letter: "The Cognitive Dissonance Of It All"

Kyle Bass' Latest Must Read Letter: "The Cognitive Dissonance Of It All": "

The Cognitive Dissonance of it All (pdf)

Courtesy of Absolute Return + Alpha








AttachmentSize
Kyle Bass Feb 14.pdf388.66 KB
"
Posted by Sharad Sharma at 8:24 AM
Email ThisBlogThis!Share to XShare to FacebookShare to Pinterest
Newer Post Older Post Home

Contributors

  • Sharad Sharma
  • sha64

Categories

  • deficit (1)
  • deflation (1)
  • inflation (1)

Reading List

  • Fooled by Randomness; Nassim Taleb

Blog Archive

  • ►  2013 (1)
    • ►  November (1)
  • ►  2012 (59)
    • ►  September (4)
    • ►  August (4)
    • ►  July (10)
    • ►  June (8)
    • ►  May (8)
    • ►  April (1)
    • ►  March (5)
    • ►  February (6)
    • ►  January (13)
  • ▼  2011 (213)
    • ►  December (13)
    • ►  November (7)
    • ►  October (6)
    • ►  September (12)
    • ►  August (14)
    • ►  July (5)
    • ►  June (21)
    • ►  May (20)
    • ►  April (30)
    • ►  March (25)
    • ▼  February (33)
      • MORE ON THE DEFLATIONARY EFFECTS OF HIGHER OIL PRI...
      • Guest Post: 2011 Tipping Points
      • How the Servant Became a Predator: Finance’s Five ...
      • REVISITING THE SHILLER P/E
      • THE DEFLATIONARY SHOCK….
      • The Great Depression and The New Depression
      • The Market Ticker - Bernanke, You Stupid Bastard
      • Guest Post: Prove The Mayans Right - Address Struc...
      • The Market Ticker - The End Game Approacheth
      • JEFF GUNDLACH: THE S&P 500 IS GOING TO 500
      • Is Gold Crash Proof This Time Around?
      • Tired (And Broke) From All The "QE Is Just An Asse...
      • The Like-Minded Mechanics of the Economic Machine
      • What Is Wrong With The U.S. Economy? Here Are 10 E...
      • Video: Edward Hugh at the LSE on the Internet and ...
      • Trading Rules, Aphorisms & Books
      • Guest Post: How To Fake An Economic Recovery
      • IS THE SHILLER PE OUT OF DATE?
      • Kyle Bass' Latest Must Read Letter: "The Cognitive...
      • Guest Post: A 5-Year Scenario: 2011-2016
      • The Inflation Tipping Point (Part Four of Four)
      • The Inflation Tipping Point (Part Three of Four)
      • The Inflation Tipping Point (Part Two of Four)
      • A Disillusioned 99'er Shares His Disappointment Wi...
      • The Fed Is Now Boxed In - Dislocations Ahead: The ...
      • Charting The US Treasury's Toxic Debt Spiral (And ...
      • BERNANKE HELPS FUEL AN INCREASINGLY EXPENSIVE MARKET
      • Inflation, Hyperinflation and Real Estate (or, The...
      • Negative Annualized Stock Market Returns for the N...
      • Eli Radke on Admitting When You’re Wrong
      • Ron Paul Says Next US Crash Will Be Comparable To ...
      • Michael Lewis Goes to Ireland
      • The Inflation Tipping Point (Part One of Four)
    • ►  January (27)
  • ►  2010 (156)
    • ►  December (24)
    • ►  November (7)
    • ►  October (31)
    • ►  September (19)
    • ►  August (19)
    • ►  July (14)
    • ►  June (2)
    • ►  May (3)
    • ►  April (13)
    • ►  March (24)
  • ►  2006 (1)
    • ►  October (1)

Disclaimer

... to be added...