February 2011
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Daily Reads: 1/31/2011
Some BRICs are crumbling - Bespoke Investment Group
Vanguard rolls out cheapest global ETF - Index Universe
There’s hope: online job demand rises above pre-recession levels: highest since June 2007 - CARPE DIEM
Chicago PMI strong, Dallas Fed Index weak - Calculated Risk, also Bespoke Investment Group and Pragmatic Capitalism
Brazil’s poor (rich) have as little (much) as anyone in the world:...
January 2011
56 posts
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“What we must remember is; models are only representations of beliefs, not...”
– The Quant Delusion - Zero Hedge
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“Chance favors the connected mind.”
– Where good ideas come from - Steve Johnson
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Daily Reads: 1/28/2011
Succinct summation of this week’s events - The Big Picture
Egypt CDS prices soar as equities drop 20% in two weeks - Bespoke Investment Group
A review of Richard Ferri’s The Power of Passive Investing - CXO Advisory
Q4 2010 advance GDP: a somewhat disappointing 3.2% - dshort.com, also EconomPic
Residential investment near record low as percent of GDP - Calculated Risk
The yield curve...
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Daily Reads: 1/27/2011
I read, a lot, everyday. So I’ve decided to share a “best of” list, if you will, from now on during weekdays. I hope you enjoy it and please send me your feedback so that I can provide a better reading list. Thanks!
Failing Well - Information Arbitrage (Must Read of the day)
For the fiscal year ending 12/31/2010, Amazon sold 115 e-books for every 100 paperbacks. In all Amazon now sells more...
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Great piece by the always insightful @fredwilson about the role & importance of founders & operating executives http://bit.ly/ekys97 $$
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“If you must play, decide upon three things at the start: the rules of the game,...”
– Chinese Proverb
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“He who hopes to grow in spirit
will have to transcend obedience and respect....”
– — C.P. Cavafy, “Growing in Spirit” via @EpicureanDeal.
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“He who hopes to grow in spirit
will have to transcend obedience and respect....”
– — C.P. Cavafy, “Growing in Spirit” via @EpicureanDeal.
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Happy Cover Friday!
mokoyfman:
Lauryn Hill, The...
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Five Ways to Make Money In Finance →
Have superior ability to select projects in which to invest;
Make use of diversification to improve the risk-return trade-off;
Be able to signal that you can provide people with the assets that they want;
Get lucky with bets. This can include the “picking up nickels” strategy that is equivalent to writing out-of-the-money options and having the good fortune not to suffer from a...
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Five Ways to Make Money In Finance →
Have superior ability to select projects in which to invest;
Make use of diversification to improve the risk-return trade-off;
Be able to signal that you can provide people with the assets that they want;
Get lucky with bets. This can include the “picking up nickels” strategy that is equivalent to writing out-of-the-money options and having the good fortune not to suffer from a...
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The Plight of Shareholders →
I am not suggesting that all executives steal from their shareholders, but the incentive is certainly there. Footnooted.com is an excellent source for learning more about executive compensation and other juicy details from financial statements that do not show up in the one page press release at the end of each quarter.
The implicit message from directors to shareholders runs something like...
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The Plight of Shareholders →
I am not suggesting that all executives steal from their shareholders, but the incentive is certainly there. Footnooted.com is an excellent source for learning more about executive compensation and other juicy details from financial statements that do not show up in the one page press release at the end of each quarter.
The implicit message from directors to shareholders runs something like...