« Previous | Next »
Readings
Published on 19/03/10
by willpate
Inspired by Paul Kedrosky, I’m experimenting with sharing some of my readings with you. Expect subjects as eclectic as my interests. That means heavy on business, with some science, health and other subjects added in for spice. I hope you enjoy it.
Here is a large list of what I have been reading over the last few weeks to get you started:
- Untangling Financial Regulation
Justin Fox, author of The Myth of the Rational Market, helps make sense of a confusing subject in this Harvard Business interview - Why I take an omega-3 supplement before bedtime
“significant renewal and turnover of brain nerve cells membranes – whose fluidity is modulated by omega-3 content – occurs during sleep” - Author Michael Lewis On Wall St’s Delusion
60 Minutes report including full video of the interview - Ordinary Outcomes of Extraordinary Recklessness
John Hussman says “the recent credit crisis did not emerge as some unpredictable surprise, but was instead the very ordinary outcome of extraordinary recklessness” - Complexity and Collapse
Niall Ferguson says “Imperial collapse may come much more suddenly than many historians imagine…fiscal deficits and military overstretch suggests that the United States may be the next empire on the precipice” - The Retirement Lottery
Absolute Return Partners’ most recent letter says buy and hold is “likely to yield disappointing returns” for the next few years - It Helps to be Rich
The most recent letter from the Lisco Report, very well researched - The Story of the CDO Market Meltdown: An Empirical Analysis (PDF)
A Harvard undergrad’s award winning report that cited in Michael Lewis’ book “The Big Short” - Wall Street Reform That Will Prevent The Next Financial Crisis (PDF)
Senator Ted Kaufman says separate commercial from investment banking, cap bank size, regulate derivatives, prevent conflicts of interest, leverage constraints, extend fiduciary standard to retail brokers, put civil liability for securities violations on to auditors and bankers - The Coming Oil & Water Shortage
A truly excellent presentation from oil industry analyst Matthew Simmons - S&P Misfit Stocks
Deletions from the S&P 500 outperform new additions, and the “index effect” has decreased over time - Is China broke? Hidden debt burdens Asia giant
“The nation has erected a complex system for magically making its debts disappear, but a look up China’s sleeve shows that its IOUs may equal its GDP.” - Good Dog, Smart Dog
Are dogs may be smarter than we thought or just great actors? - Potentially risky loans helped ease recession?
“lines of credit not only spared small and mid-sized firms from bankruptcy, but also let them emerge from the recession on more solid financial ground” - Derivatives not so dangerous?
Hedge funds that used them showed lower fund risks, engaged in less risk shifting in 2nd & 3rd quarters to make up for losses in 1st & 2nd st quarters, and were less likely to liquidate during downturns - What economists are learning from cyber-economies
“ideal petri dishes for studying economic behavior and testing economic-policy theories” with “good, clean data” - Revealing BAAC Supercycles
Bronson Capital Markets Research says that market supercycles happen on average every 16 years - Reframing Health As More Than Healthcare
Self-management is going to become more discussed as we face up to the long term costs - Citi on Sovereign CDS
“You Can’t Blame the Mirror for Your Ugly Face” - The benefits of naked CDS
A contrarian view of a vilified financial instrument
That's it. What Next?
Both comments and pings are currently closed.