Gustavo Ballvé on March 21st, 2012
Food for thought, Home, Mental models, Portfolio Management, Risk management

Quick post with FUPs on important posts in the recent past: (1) Greek CDSs will pay out (roughly) as if the country defaulted, which indeed it did, but for a while it seemed as if CDS holders might be “forgotten” in the settlement (highlighting instrument risk, originally discussed here).

(2) Alice Schroeder seems to be taking her personal bias against Warren Buffett to new levels. While skepticism is always welcome and there’s very little to be gained from idolizing anyone, it’s a different thing to force oneself into a “always-contrarian” state of mind…

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