Book Review: Bad Paper
Article By:
David Merkel
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Tuesday, November 11, 2014 6:18 AM EDT
The book follows around debt collectors and those associated with them, a colorful bunch, who see their opportunities flow and ebb as the financial crisis first produces a lot of bad debts to work on.
Unlearning Monetary Policy’s History Lessons
Article By:
James Picerno
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Monday, November 10, 2014 11:15 AM EDT
The hands-off policy of macro management in the early twenties looks like a precursor for the 1930s, which is to say that the Fed made the same mistakes, albeit with far more painful consequences.
Would You Like To Understand High Frequency Trading?
Article By:
Bankers Anonymous
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Friday, October 31, 2014 3:30 AM EDT
The highly unusual part about this book is that high frequency trading up until now has basically been like Fight Club, in so far as the first rule of high frequency trading is that nobody talks about high frequency trading.
Book Review: Berkshire Beyond Buffett
Article By:
David Merkel
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Wednesday, October 29, 2014 7:27 AM EDT
It’s time to change what Warren Buffett supposedly said about his mentors: “I’m 85% Ben Graham, and 15% Phil Fisher.”
In this article: BRK-B
Book Bits - 25 October 2014
Article By:
James Picerno
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Saturday, October 25, 2014 5:11 PM EDT
James Picerno shares a bit about the latest books on his must read list.
Goodbye War On Drugs, Hello Libertarian Utopia. Dominic Frisby’s Bitcoin: The Future Of Money?
Article By:
John Rubino
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Tuesday, October 21, 2014 4:35 AM EDT
Now that bitcoin has subsided from speculative bubble to functioning currency, it’s safe for non-speculators to explore the whole “cryptocurrency” thing.
In this article: BITCOMP
Michael Lewis Still Says It Better Than Anyone
Article By:
Bankers Anonymous
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Saturday, September 27, 2014 3:03 PM EDT
Michael Lewis wins the best essay trophy once again. Like clockwork. It’s so unfair.
Book Bits: Martin Wolf, James K. Galbraith, Guy Spier, Thomas E. Hall
Article By:
James Picerno
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Sunday, September 14, 2014 5:31 PM EDT
Quick reviews of ''The Shifts and the Shocks' by Martin Wolf, 'The End of Normal' by James Galbraith, 'The Education of a Value Investor' by Guy Spier, and 'Aftermath: The Unintended Consequences of Public Policies' by Thomas Hall.
Book Review: A Random Walk Down Wall Street
Article By:
Bankers Anonymous
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Friday, September 12, 2014 3:07 PM EDT
First published forty years ago, A Random Walk Down Wall Street by Burton G. Malkiel is one of those books – much like Benjamin Graham’s The Intelligent Investor – more referred to than actually read.
Book Review: The Little Book Of Market Wizards
Article By:
David Merkel
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Tuesday, September 9, 2014 4:30 AM EDT
Over time, I have reviewed a decent number of “Little Books.” I have a theory as to why I like some of them, and not others. I like the ones that take a relatively narrow concept and summarize it
Book Review: The Education Of A Value Investor
Article By:
David Merkel
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Friday, September 5, 2014 4:16 AM EDT
This is a good book if you know what you are getting and want that.
August 2014 Beige Book: Economic Activity Expanded At Same Rate Of Growth
Article By:
Steven Hansen
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Wednesday, September 3, 2014 4:36 PM EDT
The consolidated economic report from the 12 Federal Reserve Districts (Beige Book) said "economic activity has expanded since the previous Beige Book report; however, none of the Districts pointed to a distinct shift in the overall pace of growth".
Vacuum Around Effective Demand In Secular Stagnation Ebook
Article By:
Angry Bear
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Wednesday, September 3, 2014 6:07 AM EDT
I have been reading the ebook on Secular Stagnation. It is interesting that two sections in the book have the titles…
Book Review: Business Adventures
Article By:
David Merkel
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Wednesday, September 3, 2014 3:56 AM EDT
Do you like economic history? I do. I often think that we spend too much time on the numbers in business, and not enough time on the qualitative reasoning that goes into making good business decisions.
Book Review: Q&A With Guy Spier Of Aquamarine Capital
Article By:
David Merkel
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Tuesday, September 2, 2014 10:42 AM EDT
I think that many have surprised me in one direction or another, but one of the more memorable was Duff and Phelps Credit rating – which I purchased in the mid-1990’s at a 7 Price to Earnings ratio.