Weekly links

Good French Stock blog with an interesting French Squeeze out, Banque Tarnaud (via Red). Banque Tarnaud was in my Top 25 France Boss Score but I didn’t manage to have a look at it.

The Interactive Investor on Dart Group

Cassandra with a contrarian short gold – long Japanese bond or Cotton trade idea

Stable Boy is not a big fan of JC Penney any more

Damodoran on lockup expirations and stock prices (Facebook)

Chris Hohn likes Porsche. I guess I will have to update my Porsche analysis from 18 months ago.

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