IntelInvestor Tweets
Value Investing Resources
- Berkshire Hathaway
- Buffett Partnership Letters 1957 – 1970
- Columbia University's Heilbrunn Center for Graham & Dodd Investing
- Graham and Doddsville
- Graham-Newman Corporation Letters 1946 – 1958
- Howard Marks's Memos
- Jason Zweig's Website
- Michael Mauboussin's "On Strategy"
- PBS's Your Mind and Your Money
- Robert Shiller's Website at Yale
- Santangel's Review
- Seth Klarman's Investor Letters from 1995 through 4/30/2000
- The Ben Graham Centre for Value Investing
- The Best of Value Investing (Youtube Video Series)
- The Brandes Institute
- Tweedy Browne: What has worked in Investing?
- Value Investigator
- Value investing with Walter Schloss
- Whitney Tilson's Value Investing Website
Value Investing Blogs
Other Investing / Economics / Finance Blogs
- Aswath Damodaran's Blog
- Balance of Economics Blog
- Becker – Posner Blog
- Cafe Hayek
- Econlog: Library of Economics and Liberty
- Enterprising Investor: The CFA Institute's Blog
- Greg Mankiw's Blog
- House of Debt: Amir Sufi and Atif Mian's Blog
- John Cochrane's Blog
- Matt Ridley's Rational Optimist Blog
- Ray Kurzweil's Website
- Richard Stott's Blog
- Street of Walls
- Symmetry Capital Blog
- The Adam Smith Institute
- Vox
-
Recent Posts
Archives
- May 2016
- December 2015
- August 2015
- June 2015
- April 2015
- March 2015
- February 2015
- January 2015
- October 2014
- September 2014
- August 2014
- July 2014
- May 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- August 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- December 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
MOS Cloud
Behavioral Finance Benjamin Graham CAPE CFA CFA Institute Charlie Munger Chartered Financial Analyst China Closet Indexers Competition and Strategy Conventional Professional Investors David Einhorn Debt Crisis Entrepreneurial Spirit Euro Crisis European Debt Crisis Eurozone Fama and French Financial Media Free Markets Friederich Hayek Housing Bust Howard Marks Invisible Hand James Montier Jason Zweig Joel Greenblatt Long-Short Margin of Safety Matt Ridley Michael Lewis Michael Mauboussin NFLX Quantitative Easing Risk Robert Shiller Seth Klarman Short Sales The Rational Optimist Tobin's Q Ratio Value Ideas Value Investing Video Warren Buffett Whitney Tilson
Tag Archives: Free Markets
“Continued Signs of Financial Market Excess”
From a report on CNBC.com (http://www.cnbc.com/id/102009066): “There was one additional dissenter for the September statement. Philadelphia Fed President Charles Plosser voted against the position in July, and he was joined this month by Dallas Fed President Richard Fisher. ‘President Fisher … Continue reading
There was No “De-Leveraging”
Ray Dalio of Bridgewater is fond of calling our government bailout a “beautiful deleveraging” (http://www.bwater.com/Uploads/FileManager/research/deleveraging/an-in-depth-look-at-deleveragings–ray-dalio-bridgewater.pdf) probably because he bet correctly that the flood of liquidity would lift all boats in the short run. But, I have been arguing the point in … Continue reading
This is the Worst Recovery in the Post WWII Era
I think my former Wall Street colleagues know this without the need to read a chart. I added Sufi and Mian’s blog to the economics blogroll on the right after seeing the CFA Institute’s webcast of Sufi’s presentation at a conference … Continue reading
Posted in Uncategorized
Tagged Amir Sufi, Atif Mian, CFA, CFA Institute, Chartered Financial Analyst, Competition and Strategy, Debt Crisis, Free Markets, House of Debt, Housing Bust, Invisible Hand, Quantitative Easing, Ray Kurzweil, Risk, Singularity, The Rational Optimist, Worst Recovery in History
Leave a comment
Equity Market Histogram: Another Victory for the Mode in 2011
As I recall, I said at the beginning of 2011 that predictions are worthless, but if one takes an outsider’s view there is a 70% chance that the market’s total return will be positive in 2011 and that the most likely event … Continue reading
Posted in Uncategorized
Tagged Competition and Strategy, Conventional Professional Investors, Euro Crisis, Financial Media, Free Markets, Historical Market Histogram, Invisible Hand, Market Returns Histogram, Matt Ridley, Outside View, Predicting the Future, Risk, The Rational Optimist
Leave a comment
The Origin of Kellogg’s Corn Flakes
Like mutations in evolution, many accidents such as the one described below lead to increases in diversity. Further proof that centralized, top-down planning could never produce a standard of living as satisfying as atomistic, decentralized agents produce. I love browsing … Continue reading
A Close Examination of Federal Stimulus Spending in Silver Spring, MD…
…and the US. Whew. (H/T: Cafe hayek) More evidence that the Austrian School is correct. Paul Krugman still believes we just needed more of this: On another note, George Mason University has quite an impressive number of thinkers in … Continue reading
I, Cheeseburger
H/T Cafe Hayek for the link Another example of the beauty of free markets in the spirit of the famous: I, Pencil. We rarely examine sufficiently the counterfactuals to the success of free markets, which allows anti-capitalists such as Michael … Continue reading
Recent Headlines from a Popular News Aggregator
Recent headlines from a popular news aggregation website: Germany told it must act to save Europe… Impassioned plea for continent to avoid ‘apocalypse’… Warned of ‘highly devastating outcomes’… Just days until collapse? It is hard to believe the US market … Continue reading
To Use the Final Words of Steve Jobs: “Oh Wow.” (Video)
I think Jobs would have been impressed…and probably would have spent hours trying to figure out how to build a robot that could kick this one’s ass. H/T Marginal Revolution Mona Simpson’s Jobs Eulogy Here: http://www.nytimes.com/2011/10/30/opinion/mona-simpsons-eulogy-for-steve-jobs.html?_r=2&pagewanted=all H/T: Cafe Hayek… Continue reading