Liminal Investment Advisory
Views on finance and economics [South Africa and the ROW]
Monday, February 16, 2009
links
TBP - SPX PE to trough below 10x
SPX support only comes in strongly at 450
Tracking the Household Balance Sheet
How Rational Behavior Leads to Inefficiency if there are Incomplete Markets
General Equilibrium Theory by Popular Demand
Shiller, Akerlof book - "Animal Spirits"
Arbitrage between debt on books of financials, and equity value of financials
Bank Solvency, Geithner Plan
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