Wednesday, December 18, 2013

Doug Barnett: The hedge fund manager of hedge fund managers (2011 video)

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For over 21 years, Doug Barnett has been investing in Thailand, achieving a 3111% gain in value (IRR = 18.1%), while, as a comparison, Warr...

Daniel Pink: The Question Pitch

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The Question Pitch from Daniel Pink on Vimeo .
Tuesday, December 17, 2013

TED Talk - Rose George: Inside the secret shipping industry

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Link

James Grant on CNBC

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Links to videos: Fed is exercising 'price control' House of mirrors market distorts value
Monday, December 16, 2013

Hedge Fund Manager John Burbank's Investment Alchemy

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Found via Abnormal Returns . The head of San Francisco-based hedge fund firm Passport Capital has figured out how to turn risk manag...

A Checklist for Investors - By Jason Zweig

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Decades' worth of psychological studies show that people are extremely good at figuring out which information they need for a decision—...

The Absolute Return Letter, December 2013: Squeaky Bum Time

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QE has led to asset price inflation. That much we established in the November Absolute Return Letter. In this month’s letter we go one ste...

Hussman Weekly Market Comment: The Coming Retreat in Corporate Earnings

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We should begin with an observation. If one examines the historical data, there is a very  weak  relationship between year-to-year changes ...

Richard Dawkins interviewed by Robin Ince at QED 2013

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Link
Saturday, December 14, 2013

Homer quote...

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From Book 6 of The Iliad : Generations of men are like the leaves. In winter, winds blow them down to earth, but then, when spring seaso...