Posts filed under “Financial Press”

10 Monday AM Reads

Welcome back to another weak of energy, volatility, Greece, and (dammit!) snow! And of course, our craft morning train reads:

• Booming jobs and falling gas prices make this the best economy in 15 years (WaPosee also Revisions Made This A Blockbuster Jobs Report (fivethirtyeight)
• Jeffrey Gundlach’s Surprising Bond Forecast (Barron’s)
• Who Will Rule the Oil Market? (NY Timessee also Jeremy Grantham Divines Oil Industry’s Future (Barron’s)
• Bottom Line for S&P 500 Is Top Line as Price-Sales Ratio Expands (Bloomberg)
• Simple, Bedrock Rules on Personal Finance (WSJ)

What are you reading?


Continues here


Category: Financial Press

The Golden Age of Financial Writing

Outstanding list of top notch financial writers from Morgan Housel. Over the years, I have tried to explain the significance to investors of organizing your thoughts into a written expression of understanding and belief. See, e.g., Why I Write and What I learned after 30,000 posts. It is one of the more important things you can do…Read More

Category: Financial Press, Media, Philosophy

10 Sunday Morning Reads

Good Sunday morning. Rouse yourself, and enjoy these early morning lazing in bed reads: • Where are the Cheap Firms Internationally? (Alpha Architect) • American companies are investing way less in science than they used to (Vox) • The European Central Bank Just Made Your Gas Cheaper (FiveThirtyEight) • How Twitter Found Its Money Mojo (Medium) see also Twitter CEO:…Read More

Category: Financial Press

10 Weekend Reads

Good Saturday morning. Pour yourself a mug of strong brew, settle into your favorite easy chair, and get ready for our long-form weekend reading: • Roger Goodell’s Season from Hell (GQ) • Mac McQuown Is Reinventing the Corporate Bond. Is He Solving a Big Problem or Creating an Even Larger One? (Bloomberg) • Why Google Glass Broke (NY Times) • The…Read More

Category: Financial Press

10 Friday AM Reads

Is the week over already? Here are my pre-nonfarm payroll morning train reads: • Plush Life: Why did people lose their minds over Beanie Babies? (Slate) • Dimensions of Popularity: The Journal of Portfolio Management (IIJ) • Diversification: From Free Lunch to Greedy Fee-Eater? (Chief Investment Officer) • What on earth is the ECB up to? (Coppola Comment) • You…Read More

Category: Financial Press

Uh-Oh: BusinessWeek Cover Story Nationalism

Now I am engaging in full on selective perception:     Source: BusinessWeek

Category: Contrary Indicators, Financial Press, Media, Psychology, War/Defense

10 Thursday AM Reads

These markets keep getting more interesting, if thats even possible at this point. Oh, and the best curated morning train reads in the land: • Analysts Blow Calls on Oil: In Assessing Energy Companies, Many Failed to Foresee Depth of Crude’s Decline (WSJ) • Why Does Bill Gross Have a Financial Advisor? (A Wealth of Common Sense) see…Read More

Category: Financial Press

10 Wednesday AM Reads

Our free range, hand selected, micro-brewed morning train reads: • Byron Wien:  The Power of Lower Oil Prices (Blackstone) • A Revelation For Small-Cap Investing Strategies (Capital Spectator) but see Most of the time stock markets do nothing. (Crossing Wall St) • Activist investors were a lot more active in 2014 (Fortune) • Roach: Why central bankers around the world…Read More

Category: Financial Press

10 Tuesday AM Reads

My morning train reads: • Warren Buffett: Know when to hold ’em (FT) • What Negative Bond Yields Mean for Investors (MoneyBeat) see also How negative can interest rates go? (Gavyn Davies) • Will the Top-Callers Get Clowned Again? (TRB) • Exxon Could Be the Big Winner of the Oil Crash (Bloomberg) • America’s Infrastructure Is Slowly Falling Apart (Vice)…Read More

Category: Financial Press

10 Sunday AM Reads

Pour some coffee, settle in for some Sunday morning reads: • Fed Up: How Will Rising Interest Rates Affect Stocks? (WSJ) • Lies Investors Tell Themselves (A Wealth of Common Sense) see also Bad Assumptions (stratechery) • Go For the Value (Irrelevant Investor) • The History Of The American Economy, Told Through Super Bowl Ads (Buzzfeed) • Bloomberg Business’ new look has…Read More

Category: Financial Press