Wednesday, April 18, 2012

Links For April 18, 2012

Natural Gas from 1999
 (DoubleLine Capital via BI)
  • DoubleLine Capital's conference call slides: "To QE3 or not to QE3, That is the Question" (Jeff Gundlach/Jeff Sherman, April 17, 2012) - Business Insider
  • Notes from Jeff Gundlach's conference call (says buy S&P 500 at single digit p/e ratio, likes natural gas) - Business Insider
  • Ray Dalio's Bridgewater Says Spain Is Worse Off Than It Was Before The LTRO - Business Insider
  • George Soros's Speech at Opening Session (INET Berlin) - Slides / Video 
  • George Soros: The Future of Europe 3/6 (INET Berlin) - Video
  • Is Mercantilism Doomed to Fail? China, Germany, and Japan and the Exhaustion of Debtor Countries (Joseph Stiglitz's speech at INET Berlin) - Slides / Video
  • The World in Balance Sheet Recession: What Post-2008 West Can Learn from Japan 1990-2005 (Richard Koo's speech at INET Berlin) - Slides / Video
  • "Not if, but when" for Spanish bailout, experts believe - Reuters

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