With a little delay, some hoepfully interesting links:
Good paper about investing under uncertainty
Interesting interview with Jean-Marie Eveillard with comments about accounting across time and countries (good comments about British accounting and securities…).
Stableman with an interesting quote from Seth Klarmann about complex securities as investment opportunities
Wilbur Ross warms up to Spanish Banks…
Chovanec on the crackdown of the SEC against Chinese auditors