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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: zebra4o1 who wrote (36543)	7/21/2005 9:09:48 PM
From: Wyätt Gwyön	Respond to of 110194

sometimes i wish mish subscribed; i think it might temper some of his opinions. i have found his discussion of the inflation issue recently quite interesting. i think it is hard to have a very detailed public thread about Grant given their vigilance on the copyright front. They guy can be really cryptic. i think that's half the reason people subscribe. he's considered the most eloquent of financial writers (by me, anyway). but interestingly, a review of his recent book on John Adams in the latest issue of NYRB kind of panned him for being overly dry (and of course, they throw in the "A" word--amateur). there was an article on Grant in WSJ in the midst of the tech boom. it was sort of like one of those gawker kind of things, like isn't this guy totally embarrassed for missing the greatest bull market in history? how can he bear to exist? they had quotes from several institutional readers, who basically said they would lose their jobs if they followed his investing philosophy, but they loved to read him. after the tech crash, they might have even kept their jobs if they had listened. but even back in the "dark days" of that WSJ piece he had like 3K subscribers, and i believe the rolls have fattened to 4K or so since the tech bust. although i have gotten my money's worth by following this or that pick (very rarely, maybe a couple times a year), the big picture stuff is why i like him. he had a piece on peak oil back in early 2003, which turned out to be very good timing for becoming an oil bull.