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.
I wish you a happy, healthy and prosperous 2011. – Vitaliy N. Katsenelson