In case you missed it:

And we’re back! Catch Part I of my notes here. John Mauldin, more of a macro guy than a value investor, takes the stage after the break. If you’re not familiar, Mauldin’s newsletter Thoughts from the Frontline has a million subs, he writes very thoughtful weekly missives on the state of the world’s economic situation….

I sat out the morning session of the Value Investing Congress for a combination of reasons, but primarily because I’m always swamped on Mondays with client service issues and the speakers I was excited about were coming later anyway. The shot above is of Whitney Tilson himself, taken from the press balcony in the Broadway…

There’s a new MySpace reboot happening now on an invitation-only basis. The preview video makes it look like an image-heavy sort-of Pinteresty Facebook with some Twitter elements sprinkled about for good measure. I can’t believe I fucking talk like this now. Anyway, the revival of MySpace is being led by none other than Justin Timberlake….

In the 3rd quarter of 2012, the broad US stock market (S&P 500) was up 5.8%. The US bond market, as measured by the BarCap Aggregate Bond Treasury Total Return Index, was up a tenth of that, with a gain of only .57% for the quarter. This raises a huge question for portfolio managers and…