Japan
Lecture: China & Global Economy
I had a great pleasure to give a lecture on China and its impact on global economy at Johns Hopkings University Applied Physics Lab.
Omaha & Bubbles
It is Omaha time again! This year Value Investor Congress, which I’ll be attending, has been moved to Omaha. Congress is Sunday (May 6th) through Monday.
Krugman’s Missed Call: China, Europe, and the Sideways Market
I wanted to share with you my interview with my friend Bob Huebscher who runs a terrific website Advisor Perspectives. I am very excited about this interview because in a very unconstrained format we had a chance to discuss Paul Krugman’s latest bearish article on China, the linkage between the European crisis and Chinese and Japanese bubbles.
