This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Friday, September 21, 2012
Jim Grant on CNBC
Jim Grant was recently on CNBC talking about the Fed's continued distortion of the market and how this is skewing the debt markets (especially high yield). Not surprisingly he talks about his like for gold but he also (shockingly) talks about his bullish positioning on GM.