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10 Friday AM Reads

Posted By Barry Ritholtz On July 12, 2013 @ 9:45 am In Markets | Comments Disabled

My morning reads:

• The odds of who will be Next Chairperson of the US Federal Reserve (Paddy Power [1]) see also Jon Hilsenrath Is Not Who You Think He Is (Business Insider [2])
• Bond Investors Can Run, but They Can’t Hide (Moneybeat [3])
• The rich blow their money on hedge funds, instead of lottery tickets (The Atlantic [4]) see also Hedge Funds Are for Suckers (Businessweek [5])
• In Defense of Concentrated Portfolios (Aleph Blog [6])
• Why John Maynard Keynes Supported the New Deal (Echoes [7])
• Bruising Quarter for Bond Fund Managers (WSJ [8]) but see Stocks Embark on a Summer of Love (WSJ [9])
• SEC Lifts Ban on Hedge Fund Advertising. Hilarity Ensues (Businessweek [10])
• How to Profit from the Shiller Cape Ratio (A Dash of Insight [11]) see also Big Names, Big Market Calls (A Dash of Insight [12])
• The Dropbox Opportunity (Stratechery [13])

What are you reading?



Price discounts the news
Chart [14]
Source: Charts etc. [15]

Article printed from The Big Picture: http://www.ritholtz.com/blog

URL to article: http://www.ritholtz.com/blog/2013/07/10-friday-am-reads-72/

URLs in this post:

[1] Paddy Power: http://www.paddypower.com/bet/novelty-betting/current-affairs/us-federal-reserve?ev_oc_grp_ids=1256948

[2] Business Insider: http://www.businessinsider.com/jon-hilsenrath-not-who-you-think-he-is-2013-7

[3] Moneybeat: http://blogs.wsj.com/moneybeat/2013/07/11/investors-can-run-but-they-cant-hide/

[4] The Atlantic: http://www.ritholtz.com/blog http://www.theatlantic.com/business/print/2013/07/dont-invest-in-hedge-funds/277697/

[5] Businessweek: http://www.businessweek.com/articles/2013-07-11/why-hedge-funds-glory-days-may-be-gone-for-good

[6] Aleph Blog: http://alephblog.com/2013/07/10/in-defense-of-concentrated-portfolios/

[7] Echoes: http://www.bloomberg.com/news/2013-07-08/why-john-maynard-keynes-supported-the-new-deal.html

[8] WSJ: http://online.wsj.com/article/SB10001424127887324694904578599900117934728.html?mod=ITP_moneyandinvesting_2

[9] WSJ: http://online.wsj.com/article/SB10001424127887324694904578600170736062036.html

[10] Businessweek: http://www.businessweek.com/articles/2013-07-10/sec-lifts-ban-on-hedge-funds-advertising-dot-hilarity-ensues

[11] A Dash of Insight: http://oldprof.typepad.com/a_dash_of_insight/2013/07/how-to-profit-from-the-shiller-cape-ratio.html

[12] A Dash of Insight: http://oldprof.typepad.com/a_dash_of_insight/2011/01/big-names-big-market-calls.html?cid=6a00d83451ddb269e20148c76116bb970c

[13] Stratechery: http://stratechery.com/2013/the-dropbox-opportunity/

[14] Image: http://www.ritholtz.com/blog/wp-content/uploads/2013/07/earn-surp.png

[15] Charts etc.: http://chartsetcetera.blogspot.com/2013/07/price-discounts-news.html

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