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scribd.com - 10/28/2009

Tudor Third-Quarter Letter

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caps.fool.com - 11/2/2009

Debt-deflation: Just the beginning?

— caps.fool.com — October 29, 2009 – Comments (7) The debate rages on. Is inflation or deflation the bigger threat?... There are lots of people -- lots of smart people -- on both sides of the debate and they present lots of good arguments. One thing that I have not seen ... (more) Debt-deflation: Just the beginning?

Currencies

Deflation

Ben Bernanke

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scribd.com - 10/27/2009

Lemer/Farb/Roberts assessment of City of Houston Finances (22 October 2009)

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Stocks

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Is Debt-Deflation Just Beginning?
Mish's Global Economic Trend Analysis — ... question I keep coming back to, especially as I read more about the situation Japan faced (I'm reading everything I can by Richard Koo, including his book "The Holy Grail of Macroeconomics." And just to make sure I am not being one-sided, I am countering my fears of deflation with "Monetary Regimes and Inflation" by Peter Bernholz, which should arrive next week. Without further ado, below is my research on debt-deflation. Dave Dave's research is a 70 Slideshow Page On Debt-Deflation that is easy enough to read or download from Scribd. ...

Is Debt Deflation Just Beginning?
Minyanville — ... about the situation Japan faced (I'm reading everything I can by Richard Koo, including his book The Holy Grail of Macroeconomics ) is, "Can we generate enough counter-momentum if the debt-deflation process really takes hold?" And just to make sure I am not being one-sided, I am countering my fears of deflation with Monetary Regimes and Inflation by Peter Bernholz, which should arrive next week Without further ado, below is my research on debt-deflation. Dave Dave's research is a 70-page slideshow that s easy enough to read or download from Scribd. Here's my response: You ...