The Effects of Unconventional Monetary Policies on Bank Soundness

Category: Federal Reserve, Think Tank

Roots of Iraq / Syria Wars Go Back 60 Years

It’s Always Been about Oil and Pipelines The same issues which drove war and terrorism in the Middle East in the 1930s and 1940s are still driving it today The best way to see this is to start with today, and work backwards … The U.S. is bombing Iraq again in order to protect the…Read More

Category: Think Tank, War/Defense

Lessons From My 20′s

Fascinating look at how one person tries to derive longer term life lessons from experience. (One life lesson missed: Brevity).

Category: Digital Media

Volume of Technology Deals

Source: US Technology Deal Insights Q2 2014 Update, PWC

Category: Markets, Technology

10 Sunday Reads

My Sunday morning train reads: • Europe’s Greater Depression is worse than the 1930s (WonkBlog) see also Markets Are Making a Sucker’s Bet on Europe (Bloomberg View) • 8 Money Mistakes to Avoid on Your Way to Being Wealthy (Yahoo Finance) • How One “Sack of Shit” Mortgage-Backed Security Came to Define the Financial Crisis…Read More

Category: Financial Press

Dallas Fed: Crude Oil Export Ban Benefits Some … but Not All

Category: Energy, Think Tank

Hitchcock’s Cameos. All of them.

From each of the following: The Lodger (1927), Easy Virtue (1928), Blackmail (1929), Murder! (1930), The Man Who Knew Too Much (1934), The 39 Steps (1935), Sabotage (1936), Young and Innocent (1937), The Lady Vanishes (1938), Rebecca (1940), Foreign Correspondent (1940), Mr. & Mrs. Smith (1941), Suspicion (1941), Saboteur (1942), Shadow of a Doubt (1943),…Read More

Category: Film, Weekend

Lefsetz: Digital Presence

1. DIGITAL HOME A. Wikipedia Your goal is to be big enough to have a Wikipedia page. It’s the first place newbies go to learn about you. It’s got the imprimatur of authority, people believe what they read, however inaccurate the details may be. We live in an information age and what we want most…Read More

Category: Think Tank, Web/Tech

Why Long-Term Investors Beat Short-Term Traders

No matter what, the long-term investor comes out ahead of the short-term trader Barry Ritholtz Washington Post, August 10, 2014   Last time, we looked at why traders are at an almost insurmountable disadvantage against investors due to short-term capital gains taxes. Many of you wrote in to note several factors that would have allowed…Read More

Category: Apprenticed Investor, Investing, Trading

MiB: Jim Chanos, Kynikos Associates

This week’s Masters in Business Radio show is on at 10:00 am and 6:00 pm on Bloomberg Radio 1130AM and Siriux XM 119. Our guest is famed short seller and hedge fund manager Jim Chanos. You can listen to live here. All of the past Podcasts are here and at Soundcloud and coming soon to…Read More

Category: Hedge Funds, Philosophy, Podcast, Short Selling