East Coast Asset Management on the Fear of Bubbles: Q3 Letter
By MarketFolly on Wed, 2011-11-09 17:00
(via www.marketfolly.com)
Christopher Begg is out with East Coast Asset Management's third quarter letter to investors. In it, he tackles the latest global macro mess and how the fear of bubbles has captivated markets.
While many equity investors have begun to place a lot of focus on macro events (even betting on macro...
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