10 Monday AM Reads

Welcome back to the monkey house. Cuba, Apple, Hedgies, Greece all get featured in our Monday morning train reads:

• The Case Against Hedge Fund Managers (Chief Investment Officer)
• Inside the Brain of Peter Lynch, Investing Genius (Investing Caffeine)
• Cuba’s Next Revolution: Real Estate (World Property Journal)
• Why is Bitcoin forking? (Medium)
• Donald Trump, Through the Ages. (McSweeney’s)

Continues here




Category: Financial Press

Around the World in 8,379 Foreign Entities

Around the World in 8,379 Foreign Entities Preston Mui and Friederike Niepmann Liberty Street Economics, August 2015       The largest U.S. financial institutions conduct business around the world, maintaining a strong presence through branches and subsidiaries in foreign countries. This blog post highlights trends in their foreign ownership over the past twenty-five years, complementing recent…Read More

Category: Bailouts, Think Tank

What’s Really Warming the World?

Click to see breakdown of human factors. Source: Bloomberg

Category: Digital Media, Really, really bad calls, Science

What’s Your Investing Philosophy?

    My Sunday Washington Post Business Section column is out. This morning, we look at two competing investment philosophies, Alpha & Beta. The print version had the sort of misleading headline Be the guy with the calm and collected investing strategy – I much prefer the online version’s The best investment strategy for you? It’s the…Read More

Category: Analysts, Asset Allocation, Financial Press, Investing, Philosophy

10 Sunday Reads

My easy like Sunday morning reads: • Mind the Gap 2015: Why investors get less than their funds’ total return. (Morningstar) • Doubt Starts Chipping Away at the Market’s Mind-Set (NYT) • China Stock Futures Signal Deeper Pessimism: The Shanghai Composite has remained relatively flat since the yuan began sliding, but futures tell a more negative story (WSJ) • Reassess…Read More

Category: Financial Press

The Future as Foretold by the Past

Click for a ginormous graphic. Source: Brain Pickings h/t Know More

Category: Data Analysis, Digital Media, Film, Weekend

Shifting Demographics Could Change Elections In Key States

Red, blue and … purple? Changing demographics could make a major difference in the next election in some key states. Source: Brilliant Maps

Category: Data Analysis, Politics

MiB: Leslie Gelb

This week on our Masters in Business radio podcast, we speak with Leslie Gelb, President Emeritus, Council on Foreign Relations. Gelb’s set of accomplishments are astonishing. He directed the project that created the Pentagon Papers, won recognition and the highest civilian awards at both Department of Defense and The State Department. When he finished in…Read More

Category: Podcast

10 Weekend Reads

Good Saturday morn! Pour yourself some cold brewed coffee, and luxuriate in these longer form, weekend works of art: • Why Is Investing So Hard? (ETF Reference) • The California “Energy Miracle” (Priceonomics) • Inside the Family Battle for the Newman’s Own Brand Name (Vanity Fair) • California Has a Plan to End the Auto Industry as We Know…Read More

Category: Financial Press

John Pizzarelli – Let em In (Live)

When we spoke with John Pizzarelli for MiB, he told the story of Paul McCartney contacting him to suggest an album of the former Beatle’s lesser known songs, the jazz guitarist immediately said yes. Here is the first effort from John Pizzarelli’s new upcoming album, Midnight McCartney (also available in digital download format):        

Category: Friday Night Jazz, Music, Weekend