Japan – Past the Point of No Return / China - The Mother of All Grey Swans – presentation -  [download PDF] – October 2010.  I gave this  presentation at Casey Research Summit in San Diego.

Steroided We Are – presentation – [download PDF] – November 2009

This presentation covers concepts I described in the article Our Steroidally Challenged Economy .  The presentation covers the main concepts discussed in the article and also shows how we are positioning for this very different economy.

Active Value Investing and Jos. A. Bank - presentation [download PDF] – May 2008

I gave this presentation at the Value Investor Congress in Pasadena in May 2008.  Jos. A. Bank analysis starts on slide 31.