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StockTwits
07-21-2010, 04:00 PM
Consensus Versus Variant Perception in the Markets: East Coast's Q2 Letter ~ market folly (http://abnormalreturns.com/links/175107/visit) (www.marketfolly.com)
by marketfolly 10 minutes ago
We're pleased to present the second quarter 2010 commentary from East Coast Asset Management. The letter, penned by Chief Investment Officer Christopher Begg, touches on a number of intriguing and hotly debated topics, including inflation. Some of you will recall that we featured some past commentary from East Coast where they examined the deflation-reflation continuum.

see story at Abnormal Returns site...(RSS feed) (http://abnormalreturns.com/links/index?date=07/21/2010#175107)