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) see also Giant Battery Unit Aims at Wind Storage Holy Grail (Bloomberg)
• How to Ruin Your Financial Life (Motley Fool)
• The Inequality Trifecta (Project Syndicate)
• Is sex only for rich people? (Washington Post)
• Louis C.K. Has Thoughts About the Origins of Life on Earth, Is Definitely “Not High” (Slate)
• Inside the company that rebuilt Digg (Vox)

What are you reading?



Natural-Gas Prices Fall Even With Chill Nearing

Source: WSJ

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

ISIS Roots Trace Back to Bush Admin

The U.S. Has Radicalized the Middle East ISIS Is Run By Former Iraqi Generals … Many Are Members Of Saddam Hussein’s Secular Baath Party Who Converted To Radical Islam In American Prisons U.S. Foreign Policy Created Many More Terrorists Than It Killed The New Yorker reports: ISIS is run by a council of former Iraqi…Read More

Category: Think Tank, War/Defense

The View from the Valley

Category: Digital Media, Markets, Technology

The world’s greatest stock picker? Bet you sold Apple and Google a long time ago. John Mauldin October 8, 2014       My good friend Barry Ritholtz, famous for launching The Big Picture blog (and since graduating to being a regular Bloomberg columnist as well as writing a weekly column for the Washington Post),…Read More

Category: Think Tank