10 Tuesday AM Reads

My blessedly IBM free morning train reads:

• The British origins of the US endowment model (VoxEU) see also Pension Funds Eye Reducing Hedge-Fund Investments (WSJ)
• Value Investors Hoarding Cash See Few Bargains After Rout (Bloomberg)
• This is Tim: Apple’s CEO answers the analysts (Sixcolors) see also iPhone 6 Recharges Apple’s Growth (WSJ)
• Don’t Over-Rely on Historical Data to Forecast Future Returns (AAII)
• Cautious optimism on the economy (WaPo) see also The Global Economy Is Beginning to Resemble 1982 (RCM)

 

Continues here

 

 

Category: Financial Press

Eurozone’s Economic Woes Deepen

Source: WSJ

Category: Digital Media, Economy, Markets

Tight Credit Conditions Continue to Constrain the Housing Recovery

Category: Markets

10 Monday PM Reads

My afternoon train reads: • Why do stock markets crash? (MacroFugue) see also U.S. Stocks: Tenacious or Teetering? (MoneyBeat) • Valuing Japanese shares – part one (FT) • Behind Private Equity’s Curtain (NY Times) • Lessons From Dorsey Wright’s Thomas Dorsey (A Wealth of Common Sense) • From Apple to Wal-Mart, Companies Make Bets on Climate Change (Bloomberg)…Read More

Category: Financial Press

Masters in Business: Now on iTunes!

Finally, the long awaited appearance our series Masters in Business is now on Apple iTunes! All of our prior interviews are here, as well as all of the podcasts extras. And, all of our future guest interviews will show up here as well! Click to subscribe!      

Category: Podcast

Mark Cuban’s Dozen Rules for Startups

I found this today while researching materials for a related project, and I thought it was pretty interesting:   Source: Entrepreneur

Category: Digital Media, Venture Capital

Zombie Ideas? Blame the Billionaires…

  “We are in the business of making mistakes. The only difference between the winners and the losers is that the winners make small mistakes, while the losers make big mistakes.” -Ned Davis   I began my career in finance on a trading desk. You learn some things very early on in that sort of…Read More

Category: Bad Math, Philosophy, Politics, Really, really bad calls, Regulation

10 Monday AM Reads

In case you missed it, yesterday was the 27th anniversary of 1987 crash – in 2014 terms, that would be a one day drop of 3700 Dow point! Oh, and reads: • What is global market turbulence telling us? (FT) • When Stocks Are Expensive, Returns Have Been Lower (The Upshot) see also How Low…Read More

Category: Financial Press

Athena – Goddess of War on the Close

Themis Trading commentary Athena – Goddess of War on the Close October, 2014     Do you, as fund managers and traders, trade The Close? Do you target The Close? Do you trade in the last 10 minutes of the day? If so, then this morning note is for you. While Modern Markets has lately…Read More

Category: Think Tank

A Tale of Two Economies — It Was the Better of Times, It Was the Worst of Times Paul L. Kasriel October 18, 2014     A Tale of Two Economies – It Was the Better of Times, It Was the Worst of Times As quantitative easing comes to an end (apparently) by the Fed…Read More

Category: Credit, Economy, Think Tank