10 Tuesday PM Reads

My afternoon train reads:

• Flash Boys Raise Volatility in Wild New Treasury Market (Bloomberg)
• Is the Pursuit of Alpha Sabotaging Investment Success? (Chief Investment Officer)
• Bubble Behavior? (Alhambra Investment Partners)
• Richest 1% of people own nearly half of global wealth, says report (The Guardian)
• Don’t fear the dollar’s ‘orderly rise’: Major trends tend to linger and the US currency has further headroom (FT)
• A Lack of Bacteria Can Make You Overweight (WSJ)
• The remarkable rise of big data economics (Quartz)
• Walk This Way: Acting Happy Can Make It So (WSJ)
• Random Facts about the Porn Industry (Izismile)
• Eco project takes urine seriously (Financial Times)

What are you reading?

 

 

Marijuana Very Low Toxicity

Source: WonkBlog

Category: Financial Press

Masters in Business: Jack Rivkin

In this week’s “Masters in Business” podcast, I speak with Jack Rivkin, former head of research at Lehman Brothers, former chief investment officer at Neuberger Berman and now CIO at Altegris. Rivkin tells the story of joining Lehman Brothers when its equity research department was ranked dead-last in the institutional investor rankings. Within three years, he took…Read More

Category: Podcast

Digital Journalism and Investing on Charlie Rose

On “Charlie Rose,” a conversation digital journalism and its affect on financial investing. We are joined by Josh Brown, CEO of Ritholtz Asset Management; Joe Weisenthal of Bloomberg News; Felix Salmon, senior editor at Fusion; and Megan Murphy of Fast FT.


Source: Bloomberg, Nov. 18 2014

Category: Financial Press, Video

10 Tuesday AM Reads

Welcome to Turnaround Tuesday, which on my calendar follows Merger Monday. And train reads: • Satyajit Das: News of The Death of American Economic Power Is Exaggerated! (MV Pro) • Abe $1 Trillion Gift to Stock Market Shields Recession Gloom (Bloomberg) but see Japan’s Surprise Recession Spurs Course Correction (WSJ) • Jeremy Grantham: The Beginning…Read More

Category: Financial Press

10 Tuesday AM Reads

Welcome to Turnaround Tuesday, which on my calendar follows Merger Monday. And train reads: • Satyajit Das: News of The Death of American Economic Power Is Exaggerated! (MV Pro) • Abe $1 Trillion Gift to Stock Market Shields Recession Gloom (Bloomberg) but see Japan’s Surprise Recession Spurs Course Correction (WSJ) • Jeremy Grantham: The Beginning…Read More

Category: Financial Press

Josh’s Citywire Berlin Presentation

Hilarious!     Click for full slide deck:   Source TRB  

Category: Financial Press

Stocks Headed Higher

Stocks Headed Higher David R. Kotok November 17, 2014     We open this commentary with a link to the October 31 policy statement of the Government Pension Investment Fund of Japan. Any serious investor who has not read it is invited to go to this link right now. Simply put, one of the G4…Read More

Category: Investing, Markets, Think Tank

Category: Inflation, Think Tank

MiB Suggested Guests for 2015: A List

On Saturday, I asked for your suggestions for potential guests for Masters in Business here, and on Twitter as well. Here is what you suggested: Blog reader suggestions: Sam Zell, Scott Simon, Jean Marie Evaillard Tim Cook of Apple Co seems an obvious call and, although I hear he’s not particularly publicity hungry Craig Jelinek…Read More

Category: Investing, Podcast

10 Monday PM Reads

My afternoon train reads: • What the Islamic State’s currency tells us about the bloody origins of money (Quartz) see also Hedge Funds Cut Gold Bets in Fastest Exit This Year (Bloomberg) • Time for a ‘melt-up’: the coming global boom (Reuters) • Bad vs. Basic: Kip McDaniel on identifying the bad and the basic in…Read More

Category: Financial Press