January – 2010 – The View from the Blue Ridge

The View from the Blue Ridge

A Naive Attempt to Bring Simplicity and Transparency into the Increasingly Complex World of Global Macro

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Portfolio Strategy & Investment Themes January 28, 2010
Posted in Portfolio Strategy.
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The Great Unwind January 26, 2010
Posted in Policy.
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A Blueprint for Financial Reform January 25, 2010
Posted in Policy.
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A Brazilian January 23, 2010
Posted in Emerging Markets.
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It’s a Wonderful Life January 22, 2010
Posted in Policy.
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Five Steps to High Inflation January 21, 2010
Posted in Policy.
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Kool & The Gang is Hard CORE!! January 20, 2010
Posted in Security Analysis.
1 comment
One More Round January 19, 2010
Posted in Gold.
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Mountains of Debt January 19, 2010
Posted in Policy.
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The Only Real Mistake January 14, 2010
Posted in Policy.
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Two Kinds Of Economic Cycles January 11, 2010
Posted in Macro.
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Mother Merrill January 6, 2010
Posted in Macro.
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O Canada January 5, 2010
Posted in Macro.
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The Lost Decade January 4, 2010
Posted in Macro.
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Interview with Seeking Alpha January 3, 2010
Posted in Security Analysis.
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We believe ongoing communication and transparency are two of the strongest pillars underlying the trust and confidence of our investors. We created View from the Blue Ridge to share our thinking with investors more regularly. It is in this spirit that we aim to provide you with more frequent updates on our portfolio strategy and current investment themes, while navigating an increasingly complex capital market landscape.

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