Wednesday, October 1, 2014


A lesson or two from the Bill Gross saga, and some wise words in the Gene Hoots' comment "Success is very hard to live with – not least because we tend to believe the stuff that people say about us." (LINK)

The latest issue of the Mutual Fund Observer (LINK)

David Tepper on Bloomberg (video)  [H/T ValueWalk] (LINK)
Oct. 1 (Bloomberg) -- David Tepper, the billionaire hedge-fund manager who runs Appaloosa Management LP, talks about U.S. stocks, the bond market and his investments in Fannie Mae and Freddie Mac. The Robin Hood Foundation's David Saltzman also participates to discuss Wall Street's charitable giving. They speak with Erik Schatzker and Stephanie Ruhle on Bloomberg Televisino's "Market Makers."
Andrew Smithers: The response of published profits to changes in ‘true’ profits (LINK)

Justin Fox (author of The Myth of the Rational Market): Why the Fed Is So Wimpy (LINK)

The Leithner Letter Issues 179-183 (LINK)