Weekly Links
MUST READ: Walter Schloss interview / speech
Katsenelson on cyclical stocks
Credit Suisse investing yearbook 2011. Treasury trove of historical data e.g. 110 year rates of returns
Bronte on the latest accounting fraud and former MoMo darling Diamond Foods
All strategy is local by Bruce Greenwald
Interesting post about how to limit portfolio positions
Marty Whitman is going to retire at age 87. Sort of.
value and opportunity 
The DMND short is a nice one. Very low F-Score and G-Score numbers warned investors for several quarters that trouble might be ahead. It is fascination, how these simple scores work.
Thanks! The cs-yearbook is truly impressive.