Consensus Versus Variant Perception in the Markets: East Coast's Q2 Letter ~ market folly (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)