Elsewhere on Friday,
– “If the ECB starts to print finally, we will see an absolutely hellacious rally.”
– Peter Thiel, Great-Stagnationist.
– Where to stow your gold.
– Where are the Frannie mortgage write-downs?
– What makes a reserve currency — a history lesson.
– Did the farmland boom just top?
– China’s mad love for fixed asset investment.
– Further, further reading.