Diary of a Hedgehog. Biggs' Final Words on the Markets

Englisch

9781118299999

John Wiley & Sons

Barton Biggs

214

Gebundene Ausgabe

Acknowledgments xv Introduction xvii Mid-2010 FDR's Fiscal Policy Redux 3 Staying Close to the Shore 11 Stay Long but Watch the Ticks 15 This Is No Time to Get Wobbly, George! 18 Make No Mistake: More QE Is Big Stuff 21 The Best and the Brightest Are Still Licking Their Wounds 25 Nobody Can See His Own Backswing 29 Fire and Ice 31 Miss at Least One Meeting a Day 38 Stick to Your Guns 43 Stage Two of a Cyclical Bull Market 45 The First Word in Analyst Is Anal 49 2011 Be Long Term but Watch the Ticks 57 Shake Well Before Using 63 Fancy Dinner and Candlelight 68 Stevie Cohen Tells a Good Story 71 The Canary in the Coal Mine? 73 Still Hanging in There 79 The Market Is a Discounting Mechanism 82 The Madness of Crowds 86 Earthquakes and Equities 89 The Riddle of Japan 93 Start Buying the Dips 101 Babbling Away 104 Swensen and Yale 107 The "Atlantic Crisis" 113 Turn Off Your Bloomberg and Tune Out the Babel 116 The New Face of China 119 Harvesting the "Grapes of Our Own Wrath" 125 No More Water, the Fire Next Time 128 The Valley of Death 130 Lest We Forget 133 "If You're Going through Hell, Keep Going!" 136 Begin Thinking about Buying 140 Agnostic Optimist 144 My Bet Is that the Rally Is Still a Work in Process 148 The Truth Will Set You Free but Chardonnay Isn't Bad Either 152 Investing in a World Lit Only by Fire 155 Private Equity 158 Another Tsunami 168 2012 A Tough Call 175 No Bull 179 The Elderly Kid Goes to a Tech Conference 185 Positive Change at the Margin Continues 190 Simpson Bowles Forever 194 Shake Well Before Using 198 This Business Is Getting More Complicated 201 Conclusion 207

235 mm

16 cm