February 2011
63 posts
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Daily Reads: 2/4/2011
Succinct summation of week’s events (2.4.11) - The Big Picture
January employment report: 36,000 Jobs, 9.0% Unemployment Rate - Calculated Risk
The good news about the January’s surprisingly weak 32,000 job growth - The Curious Capitalist
Messy payrolls: good for politicians, bad for the markets - Felix Salmon
Duration of unemployment, unemployment by education, diffusion indexes - Calculated...
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“Twitter’s mission is to instantly connect you to the things that are most...”
– Falling In Love With Twitter All Over Again - Fred Wilson
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Daily Reads: 2/3/2011
Measuring the performance of the Ivy portfolio - dshort.com
Why Treasury won’t issue a century bond - Felix Salmon
Productivity continues hot streak - EconomPic
Initial jobless claims drop 9% - Bespoke Investment Group, also Calculated Risk
AAII: bullish sentiment remains high - Pragmatic Capitalism
Rules for shorting - The Big Picture
Demand is the hardest thing to gauge in commodities...
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Daily Reads: 2/2/2011
The paradox of corporate taxes in America - NYTimes.com
The shift to buybacks: implications for investors - Musings on Markets
The importance of small business - EconomPic
ADP: private employment increased by 187,000 in January - Calculated Risk
Three market valuation indicators continue to signal caution - dshort.com
How U.S. income groups get squeezed by food prices - The Big Picture
Gas...
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It's Cold ! →
reactivepupils:
This is how one should battle the cold outside…
There is no way you can bring me down!
And this is how one prepares for a marathon. Loving your hustle my man!
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Daily Reads: 2/1/2011
January performance by ETF - EconomPic
Best and worst performing sectors and stocks of 2011 - Bespoke Investment Group
ISM Manufacturing up for 20th straight month - EconomPic, also Calculated Risk
If you were still looking for a reason not to invest in the airline industry, well, here are another 59 billion reasons - The Curious Capitalist
Inflation illusion and stock prices - NBER
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BRYCE DOT VC: Why I Heart Tumblr →
brycedotvc:
I’m not a blogger. Blogging is for authoritative voices with knowledge to dispense. Fred WIlson, he’s a blogger. Mark Suster, he’s definitely a blogger. Me? I’m still trying to figure it all out.
Kind of like Tumblr.
Its kind of a blogging platform. Its kind of a music service. Its kind of a photo bookmarking site. Its kind of a social network. Tumblr is figuring it all out...
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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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