10 Tuesday PM Reads

My afternoon train reads:

• Pictures of MERS, Part 1: Corporate Documents Illustrate the Mortgage Shell Game (HuffPo)
• They Studied Keynes and They’re Doing This. Why Can’t the Fed See It? (Bloomberg)
• Regulator Tells Banks to Clean Up Bad Behavior or Face Downsizing (Dealbook)
• Fed to Banks: Shape Up or Risk Breakup (WSJ)
• As Apple Pay Arrives, Witnessing the Next Step in Money. Maybe. (NYT)
• Ten Facts You May Not Know About The Federal Budget (Senate Budget Committee)
• Oil at $80 a Barrel Muffles Forecasts for U.S. Shale Boom (Bloomberg)
• Eating At Restaurants Is Why You’re Fat (Fast Coexist)
• 21 maps and charts that explain Ebola (Vox) see also Inside the Ebola Wars: How genomics research can help contain the outbreak. (New Yorker)
• Catholics Are More Progressive Than The Vatican, And Almost Everyone Else (FiveThirtyEight)

What are you reading?

 

 

 

 

Category: Financial Press

Masters in Business: James Bianco

In this week’s “Masters in Business” podcast, I talk with James Bianco, president of Bianco Research LLC. The institutional research firm counts among its clients many of the world’s largest mutual funds, hedge funds and sovereign-wealth funds, managing trillions of dollars. Bianco began his career trading futures before becoming a bond and equity analyst. In…Read More

Category: Podcast

Emerging Market Maker

Neat little interactive tool to play with some aspects of overseas investing by comparing emerging markets across key metrics:   Click for an interactive graphic. Source: BlackRock

Category: Data Analysis, Digital Media, Economy, Investing

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)…Read More

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