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.