Money and Finance
Howard Marks of Oaktree on the Criteria for Long-Term Success in Investing (video) (LINK)
Berkshire Hathaway 13F: Buys Deere; Sells Exxon (LINK)
Jack Bogle's success principles to live by [H/T Matt] (LINK)
Credit Suisse Global Investment Returns Yearbook 2015 [H/T Meb Faber] (LINK)
Andrew Haldane: Growing, fast and slow (LINK)
Andrew Smithers: Fall in US capital efficiency is linked to research spending (LINK)
I may get out of US stocks: Nobel-winner Shiller (LINK) [The 3rd edition of Irrational Exuberance was also released a few weeks ago.]
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The world’s greatest investors: John Maynard Keynes [H/T CIO] (LINK) Related previous post: John Maynard Keynes' change in investment philosophyA Conversation With Robert J. Shiller (video) [H/T CIO] (LINK) Related books: Irrational Exuberance...
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Just a reminder that the PBS series First Peoples premieres tomorrow, June 24th, which I'm looking forward to, especially after the praise I've given the book Sapiens. The Superinvestors of Daily Journal Corporation [H/T Linc] (LINK)...
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A Dozen Things Learned from Seneca The Younger About Venture Capital, Startups, Business and Life (LINK) Related Kindle book: Complete Works of Seneca the Younger [For more from Seneca, see the first 5 listed books HERE.] Related previous post: Stoicism...
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Sanjay Bakshi: 62 Bagger And Counting (LINK) Would Keynes Have Been Fired as a Money Manager Today? (LINK) Related previous post: John Wasik on "Keynes's Way to Wealth: Timeless Investment Lessons from the Great Economist" Related book:...
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Robert Shiller article: The Mystery of Lofty Stock Market Elevations (LINK) Robert Shiller on CNBC (video) (LINK) Andrew Smithers: Long-term investing (LINK) Preventing Another Corinthian (LINK) John Kay: No universal law predicts the outcome...
Money and Finance
Links
Howard Marks of Oaktree on the Criteria for Long-Term Success in Investing (video) (LINK)
Berkshire Hathaway 13F: Buys Deere; Sells Exxon (LINK)
Jack Bogle's success principles to live by [H/T Matt] (LINK)
Credit Suisse Global Investment Returns Yearbook 2015 [H/T Meb Faber] (LINK)
Andrew Haldane: Growing, fast and slow (LINK)
Andrew Smithers: Fall in US capital efficiency is linked to research spending (LINK)
I may get out of US stocks: Nobel-winner Shiller (LINK) [The 3rd edition of Irrational Exuberance was also released a few weeks ago.]
Nobel Prize-winning economist Robert Shiller told CNBC on Wednesday he's thinking about shifting his personal money away from U.S. stocks.
The Yale University professor said on "Squawk Box" he has about half his portfolio in stocks. "I'm thinking about getting out of the United States somewhat. Europe is so much cheaper."
Citing moves he's already made, Shiller said, "What I have done is I've invested in Italy indexes, Spain index."
I posted some great quotes from Peter Bernstein on Twitter (HERE) from his 2004 conversation with Jason Zweig.
Some book recommendations from James Altucher's interview with Maria Popova:
On Looking: Eleven Walks with Expert Eyes
A Field Guide to Getting Lost
The Art of Asking: How I Learned to Stop Worrying and Let People Help
Still Writing: The Perils and Pleasures of a Creative Life
Georgia O'Keeffe: Art and Letters
- Links
The world’s greatest investors: John Maynard Keynes [H/T CIO] (LINK) Related previous post: John Maynard Keynes' change in investment philosophyA Conversation With Robert J. Shiller (video) [H/T CIO] (LINK) Related books: Irrational Exuberance...
- Links
Just a reminder that the PBS series First Peoples premieres tomorrow, June 24th, which I'm looking forward to, especially after the praise I've given the book Sapiens. The Superinvestors of Daily Journal Corporation [H/T Linc] (LINK)...
- Links
A Dozen Things Learned from Seneca The Younger About Venture Capital, Startups, Business and Life (LINK) Related Kindle book: Complete Works of Seneca the Younger [For more from Seneca, see the first 5 listed books HERE.] Related previous post: Stoicism...
- Links
Sanjay Bakshi: 62 Bagger And Counting (LINK) Would Keynes Have Been Fired as a Money Manager Today? (LINK) Related previous post: John Wasik on "Keynes's Way to Wealth: Timeless Investment Lessons from the Great Economist" Related book:...
- Links
Robert Shiller article: The Mystery of Lofty Stock Market Elevations (LINK) Robert Shiller on CNBC (video) (LINK) Andrew Smithers: Long-term investing (LINK) Preventing Another Corinthian (LINK) John Kay: No universal law predicts the outcome...