Posts filed under “Financial Press”

10 Weekend Reads

Settle in for some deep dives: Its our longer form, weekend reading:

• The Moneyball of Quality Investing (Research Affiliates)
• Instagram is ready to take its shot (Fortune)
• Inside Monsanto, America’s Third-Most-Hated Company (Businessweek)
• A Dozen Things I have Learned from Jeff Bezos (25iq)
• Zoo Animals and Their Discontents (NY Times)
• Secrets of the Creative Brain (The Atlantic)
• Sigmund Freud, the Never-Ending Storyteller (VQR)
• How Did Cool Become Such a Big Deal? (NEH)
• Best photos of the 2014 World Cup (The Atlantic)
• Why Classic Rock Isn’t What It Used To Be (FiveThirtyEight)

Whats up this weekend?


Inflationary trends have picked up in 2014

Source: Fidelity


Category: Financial Press

10 Friday AM Reads

My morning reads (continues here): • The only reason investing works is because things can go wrong (TRB) • What exactly is conglomerate Espírito Santo International (MoneyBeat) see also Temper tantrum, tempest, or teapot? (FT Alphaville) • QEInfinity Not (Tim Duy’s Fed Watch) • Mini Madoffs abound (NYT) continues here    

Category: Financial Press

It’s a Bubble! It’s a Recession! It’s a Crash!

When was the last time anyone got good investing advice from the front page of a newspaper or magazine or from a television pundit? That is the question I have been pondering during this market cycle. Whether it is the price of equities or the state of the economy, I have grave reservations about relying…Read More

Category: Cognitive Foibles, Financial Press, Markets, Psychology, UnGuru

10 Thursday PM Reads

My afternoon train reads : • Too many professional pessimists? (FT Alphaville) • America Is Pumping More Oil Than Ever — and Using It More Intelligently (Slate) • Achieving Greater Long-Term Wealth Through Index Funds (AAII) • Only Dummies Ignore Foreign Brainpower (Bloomberg View) see also It’s A Big World Out There (Al Hambra Partners)…Read More

Category: Financial Press

10 Wednesday PM Reads

My afternoon train reads : • BlackRock: The $4.3 trillion force (Fortune) • Workers are cutting back on stock of their own companies in a welcome sign of investment maturity (MoneyBeat) see also Dow 17,000 is on the wrong side of history (MarketWatch) • Michael Lewis: Deeb the Conqueror Bears His Soul Before Mama (Bloomberg View)…Read More

Category: Financial Press

10 Wednesday AM Reads

My morning reads, perfect for hump day (continues here): • Why trading volume is tumbling, explained in 5 charts (MarketWatch) • Are you the best trader ever? (Irrelevant Investor) see also 7 market myths that make investors poorer (MarketWatch) • A Fourth of July inflation bugaboo (Columbia Journalism Review) • Born in 1988. Sorry. (Bloomberg…Read More

Category: Financial Press

10 Tuesday PM Reads

My afternoon train reads: • Rail Traffic Is Growing Like Crazy (Business Insider) but see People are quitting their jobs less often. And why that’s a bad thing. (Real Time Economics) •  Asia — The Tigers are Ready to Roar (Brandt) • IEX pricing aims to drain ‘dark pools’ (WSJ) • End to China’s property…Read More

Category: Financial Press

10 Tuesday AM Reads

My early morning reads (continues here): • Seeker, Doer, Giver, Ponderer: Jim Simons of Renaissance Technologies (NYT) • GMO versus Blackrock: Divergent Views of Global Markets (Advisor Perspectives) see also Buybacks tend to peak when bull markets do  (WSJ) • Looking for short seller abuse (and not finding any) (FT Alphaville) • Tim Cook’s recasting…Read More

Category: Financial Press

Coming July 12: Masters in Business on Bloomberg Radio

Over the past few weeks, I have been dropping hints about a new project I am working on with the folks at Bloomberg. Now that we have an official launch date, I can reveal the details to you. I have over the years, lamented about the state of media (see e.g., this, this and this). …Read More

Category: Financial Press, Investing, Media

10 Monday PM Reads

My afternoon train reads: • Percentages vs. dollar figures: which tell investors more? (WSJ) • Is this the jobs recovery we’ve been looking for? (WonkBlog) • How to Rebalance Your Portfolio (WSJ) see also Bond Investors Ignore Cries of “Wolf’ and Pile Back In  (BW) • Wealth: Please Don’t Feed the Bears (HNW) • Bernanke – What…Read More

Category: Financial Press