Weekly links

Red Corner has dug out an interesting distressed convertible situation. Look at the discussion, plenty to learn here.

Must read: Steve Romick’s (FPA Cresecent fund) Q4 letter. He likes Orkla and GBL.

Last bear standing: Hussman’s weekly letter, debunking the “great rotation”

Eastcoast Q4 letter with focuson transformations

Great article about one of my favourite non-finance blogs Boing Boing

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