Here are my 10 most favorite/important articles from 2010, all of them are still relevant today.
- QE2: Beware the Perils of its Success
- Recommended Book List 2010
- Poststeroid Economics
- Shadow over Asia
- Barron’s Is Wrong On Medtronic
- Japan: Land of the Rising Debt
- Chinese Quest for Shortcut to Greatness
- Even Capitalist Pigs Should Love Bank Regulation
- The case for Pfizer
- Economic Steroids Are Toxic, Too
… and of course this presentation on China and Japan sums up my views on the second and third world’s largest economies.
Presentation: China – The Mother of All Grey Swans / Japan – Past the Point of No Return
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