I saw David speak at the BCA Research conference in New York in October. He was great! Very on point, great speaker, and great market views. You can tell markets are his passion and he delivers an incredibly insightful view coherently – which is a rarity among most investment commentary pundits! Barry Ritholtz had a link to his recent commentary, which I strongly suggest you read!
Here are the links:
Barry Ritholtz’s link to David’s Commentary at the Big Picture
About Barry: Barry is awesome. I cant wait to meet him one day. He was the first blog I ever cared to read, and the only one I still religiously read. He makes economic data fun, and he is extremely insightful.
About BCA: Great research. Their GIS (Global Investment Strategy) is something I strongly recommend to any one invested in the global markets. It is written by Chen Zao – a great personality and a great gift at explaining trends in simple concepts.
About Cumberland: Fixed income money managers, but if its run by David, I would not question it.