Money and Finance
Sanjay Bakshi: 62 Bagger And Counting (LINK)
Would Keynes Have Been Fired as a Money Manager Today? (LINK)
More on Greece from Buttonwood: Take the money and run (LINK)
Andrew Smithers: Understanding market momentum (LINK)
Unilever sells 7-year, €750m bond at 0.5% yield (LINK)
How Berkshire Hathaway Can Survive Beyond Warren Buffett [H/T @trengriffin] (LINK)
Review of the book Merchants of Grain: The Power and Profits of the Five Giant Companies at the Center of the World's Food Supply (LINK)
The Apple Watch will be released in April. Here's the Jony Ive narrated promotion video describing it in more detail... (LINK)
Apple also had a pretty remarkable quarter (LINK)
Bringing value investing to football: The Dueling Legacies of Bill Belichick [H/T Matt) (LINK)
- 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
Back from vacation with some links... Memo to China: You Are Doomed to Fail - by Jason Zweig (LINK) Sanjay Bakshi: SEVEN INTELLIGENT FANATICS FROM INDIA (LINK) Wilbur Ross: Here's the real goal of Greek deal (LINK) Barry Ritholtz talks to Leon...
- Links
‘Flash Crash’ Overhaul Is Snarled in Red Tape (LINK) The CNBC coverage of the Flash Crash, 5 years ago today (video) (LINK) The June 2006 interview with Warren Buffett and Bill and Melinda Gates on Charlie Rose, after Mr. Buffett announced he...
- Links
I hadn't seen this until now, though given the popularity of the book I figured this was coming eventually, but 100 to 1 in the stock market appears to have been re-released earlier this year. So if you hadn't gotten your copy yet, now you...
- John Wasik On "keynes's Way To Wealth: Timeless Investment Lessons From The Great Economist"
LINK TO VIDEO .................. Related book: Keynes's Way to Wealth: Timeless Investment Lessons from The Great Economist Related articles: John Maynard Keynes’s Own Portfolio Not Too Dismal Retrospectives: John Maynard Keynes, Investment Innovator...
Money and Finance
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: Keynes's Way to Wealth: Timeless Investment Lessons from The Great EconomistRobert Shiller Says It’s Time to Buy Greek Stocks (LINK) [One possible ETF to consider not just for Greek stocks, but also for other low-priced markets is GVAL.]
More on Greece from Buttonwood: Take the money and run (LINK)
IF the broader markets still remain fairly sanguine about the election of Syriza, that is certainly not true of investors in Greece itself. The yield on three-year bonds is now up to nearly 17% and Greek bank shares are down 20% today, with the broader stockmarket off 8%.
John Kay: Why worry about deflation? (LINK)Neither sell-off is an immediate problem. Greece wouldn't want to borrow from the markets at current rates (or even the rates that prevailed last week) and share prices rise and fall. But both developments are a symptom of wider worries. If there is any chance of Greece leaving the euro, a process that would probably involve capital controls and the forcible conversion of euro deposits into devalued drachma (akin to Argentina's corralito), then why would you leave your money in a Greek bank? Even if that doesn't happen, wealthy Greeks might be tempted to move their money overseas to escape higher taxes.
Andrew Smithers: Understanding market momentum (LINK)
Unilever sells 7-year, €750m bond at 0.5% yield (LINK)
How Berkshire Hathaway Can Survive Beyond Warren Buffett [H/T @trengriffin] (LINK)
Related book: Berkshire Beyond BuffettJeff Gundlach reveals his biggest mistake — and how you can avoid it [H/T @trengriffin] (LINK)
Review of the book Merchants of Grain: The Power and Profits of the Five Giant Companies at the Center of the World's Food Supply (LINK)
The Apple Watch will be released in April. Here's the Jony Ive narrated promotion video describing it in more detail... (LINK)
Apple also had a pretty remarkable quarter (LINK)
Bringing value investing to football: The Dueling Legacies of Bill Belichick [H/T Matt) (LINK)
Tony Robbins Reveals His Secret to Andrew Ross Sorkin (LINK) ["The most powerful incentive I know is autonomy and growth. The sense that I become more, that I can give more, and create more. I always say to people, if you want to know where happiness comes from, I can give it to you in one word: progress. Progress equals happiness. We're not supposed to sit at the table of success and just feel good about ourselves forever. What makes us feel alive is growing, and when we grow we have something to give."]
Related book: MONEY Master the Game: 7 Simple Steps to Financial Freedom
- 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
Back from vacation with some links... Memo to China: You Are Doomed to Fail - by Jason Zweig (LINK) Sanjay Bakshi: SEVEN INTELLIGENT FANATICS FROM INDIA (LINK) Wilbur Ross: Here's the real goal of Greek deal (LINK) Barry Ritholtz talks to Leon...
- Links
‘Flash Crash’ Overhaul Is Snarled in Red Tape (LINK) The CNBC coverage of the Flash Crash, 5 years ago today (video) (LINK) The June 2006 interview with Warren Buffett and Bill and Melinda Gates on Charlie Rose, after Mr. Buffett announced he...
- Links
I hadn't seen this until now, though given the popularity of the book I figured this was coming eventually, but 100 to 1 in the stock market appears to have been re-released earlier this year. So if you hadn't gotten your copy yet, now you...
- John Wasik On "keynes's Way To Wealth: Timeless Investment Lessons From The Great Economist"
LINK TO VIDEO .................. Related book: Keynes's Way to Wealth: Timeless Investment Lessons from The Great Economist Related articles: John Maynard Keynes’s Own Portfolio Not Too Dismal Retrospectives: John Maynard Keynes, Investment Innovator...