RIDICULOUSNESS

I haven’t read much worth sending out the last few weeks.  As a reminder to new subs, I’ll send you a $100 credit if you email in a research piece that we end up using in an email.  Just type “RESEARCH” in the subject line.

Here’s a fun piece from Jared over at the Dirtnap looking at Canadian banks.  If you listened to our podcast earlier this year he gave a great overview of his bearish thesis.

Chart then downloads:

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Link to Download

RIDICULOUSNESS

Meb Faber Podcast with Jared 

Website

http://www.dailydirtnap.com/