Tuesday 30 December 2014

Why ‘life will go on’ thesis about global economy might not pass muster in 2015
{http://www.theguardian.com/business/economics-blog/2014/dec/28/global-economy-2015-2014-1999-problems}

Junk Bond Risk Appetites Imply Stocks Should Fall At Least 13%
{http://thefelderreport.com/2014/12/23/junk-bond-risk-appetites-imply-stocks-should-fall-at-least-13/}

A Pessimist's guide to the World in 2015
{http://www.bloomberg.com/graphics/2015-flash-points/?hootPostID=8ac47b59f9f297f5aa7664a1fc7b7a8a}

Big questions for markets for 2015
{http://www.reuters.com/article/2014/12/27/us-markets-stocks-usa-weekahead-idUSKBN0K414E20141227}

What’s Next for World Oil as Lower Prices Extend Into ‘15
{http://www.bloomberg.com/news/2014-12-23/what-s-next-for-world-oil-as-lower-prices-extend-into-15.html}

Brazil's Economy Just Imploded
{http://www.zerohedge.com/news/2014-12-29/brazils-economy-just-imploded}

Why Greece’s Spillover Across Euro Area Will Probably Be Contained This Time
{http://www.bloomberg.com/news/2014-12-29/why-greece-s-spillover-across-euro-area-will-probably-be-contained-this-time.html}

Business Cycle Theories and All That
{http://pragcap.com/business-cycle-theories-and-all-that?utm_source=dlvr.it&utm_medium=twitter}

Ten Investing Facts of Life
{http://www.bloombergview.com/articles/2014-12-26/ten-investing-facts-of-life}

Invest in a Potato Before These Four Things
{http://blogs.cfainstitute.org/investor/2014/12/23/invest-in-a-potato-before-these-four-things/}

Wednesday 17 December 2014

Friday 28 November 2014


7 Simple Things Most Investors Don’t Do
http://awealthofcommonsense.com/7-simple-things-investors-dont/

A Brief History of Financial Bubbles
Economies all over the world have strained and burst throughout history.
http://www.gsb.stanford.edu/insights/brief-history-financial-bubbles

Monday 17 November 2014

http://www.openculture.com/freeaudiobooks
loads of audio books and more

Knowledge on Chinese markets                                              
{http://www.etf.com/sections/white-papers/15113-the-complete-gui
de-to-chinese-share-classes.html?fullart=1&start=5}          

Friday 7 November 2014


FT: Russell Brand may irritate but many are listening to him
{http://www.ft.com/cms/s/0/39d9d110-6411-11e4-8ade-00144feabdc0.html?siteedition=uk#axzz3INMAWFGm}

Peter Munk, chairman of Barrick Gold ($ABX), “I really have no ability to forecast gold prices. I have been in the business for 30 years, and it occupies my mind day and night.”  {http://www.bloomberg.com/news/2014-04-24/barrick-s-munk-says-even-einstein-couldn-t-predict-gold-prices.html}

Precious metals oversold
{http://shortsideoflong.com/2014/11/expect-bounce-precious-metals/}

Investing is  a walk in the park, with a dog, that is random and on a long lead.
{http://awealthofcommonsense.com/market-earthquakes/}

Monday 3 November 2014

Why Asia stocks will rally into year-end: Goldman
{http://emergingmoney.com/analysis/why-asia-stocks-will-rally-into-year-end-goldman/}


Why should you be able to make money?
{http://adamhgrimes.com/blog/able-make-money/}

London: all that glisters...
{http://quarterly.demos.co.uk/article/issue-4/london-all-that-glisters/}


A warm notice from the Star Hotel in China

Wednesday 29 October 2014



huevos estrellados
{http://gu.com/p/42d7h}














GARTMAN: We're Witnessing The End Of The Oil Era
http://www.businessinsider.com/dennis-gartman-sees-oil-collapsing-2014-10

UPDATE 2-China reform credentials hit by HK-Shanghai bourse link fiasco
http://www.reuters.com/article/2014/10/27/hkex-stocks-idUSL4N0SM0G520141027

http://www.smh.com.au/business/mining-and-resources/we-need-coal-to-fight-climate-change-says-whitehavens-paul-flynn-20141028-11cyfy.html

We need coal to fight climate change
http://www.smh.com.au/business/mining-and-resources/we-need-coal-to-fight-climate-change-says-whitehavens-paul-flynn-20141028-11cyfy.html

The Zombie System: How Capitalism Has Gone Off the Rails
http://www.spiegel.de/international/business/capitalism-in-crisis-amid-slow-growth-and-growing-inequality-a-998598.html

Thursday 23 October 2014

Same Railway lines as the US in 1890
China approves $24.5 billion in rail and airport projects
{http://www.reuters.com/article/2014/10/22/us-china-economy-investment-idUSKCN0IB0X320141022}

Oil slump leaves Russia even weaker than decaying Soviet Union
{http://www.telegraph.co.uk/finance/comment/ambroseevans_pritchard/11181297/Oil-slump-leaves-Russia-even-weaker-than-decaying-Soviet-Union.html}

The man with the golden blood
{http://mosaicscience.com/story/man-golden-blood}

Ebola serum for Africa patients within weeks, says WHO
{http://www.bbc.co.uk/news/health-29707393}


Is the Chinese Economy About to Fall Off a Cliff?
{http://www.newyorker.com/news/john-cassidy/chinese-economy-fall-off-cliff}

Monday 20 October 2014

The element that causes arguments
{http://www.bbc.co.uk/news/magazine-29661615}

'When a Stock Market Theory Is Contagious', Robert Shiller's narrative
{http://economistsview.typepad.com/economistsview/2014/10/when-a-stock-market-theory-is-contagious.html}

How will Saudi Arabia respond to lower oil prices?
{http://econbrowser.com/archives/2014/10/how-will-saudi-arabia-respond-to-lower-oil-prices}

Friday 17 October 2014


Thomas Piketty’s “Capital”, summarised in four paragraphs
http://www.economist.com/blogs/economist-explains/2014/05/economist-explains

Let’s Fix It: This Is How Cars Should Work. Over to You, Elon
https://www.linkedin.com/pulse/article/20141016120551-660389-let-s-fix-it-this-is-how-cars-should-work-over-to-you-elon?trk=hb_ntf_MEGAPHONE_ARTICLE_POST

oh dear.. poor chart

This Chart Still Suggests Buying Bonds and Selling Stocks
http://allstarcharts.com/chart-still-suggests-buying-bonds-selling-stocks/

Why Inequality Matters
Bill Gates on Piketty
http://www.gatesnotes.com/Books/Why-Inequality-Matters-Capital-in-21st-Century-Review

Monday 13 October 2014

Putting the Performance of Gold in Perspective and the myth that “gold is money” 
http://pragcap.com/putting-the-performance-of-gold-in-perspective



Avoid High Beta Stocks. Period.
http://www.alphaarchitect.com/blog/2014/10/09/avoid-high-beta-stocks-period/#.VDy7Y_ldUYs

Lower oil prices
http://econbrowser.com/archives/2014/10/lower-oil-prices


A Massive Chinese Property Company Just Canceled A Share Offering, And There Are Rumours The Chairman Is Missing
http://www.businessinsider.com.au/agile-property-holdings-2014-10

This is the most important chart in the world right now
http://www.telegraph.co.uk/finance/economics/11158948/This-is-the-most-important-chart-in-the-world-right-now.html

Friday 10 October 2014

50 Cultural Icons on Their Favorite Books

{http://flavorwire.com/480819/50-cultural-icons-on-their-favorite-books/view-all}


jakub rozalski

{http://jakubsan.tumblr.com/}


Monday 6 October 2014

Albert Edwards Says Watch Japanese Yen and Be Very Afraid
{http://www.bloomberg.com/news/2014-10-02/albert-edwards-says-watch-japanese-yen-and-be-very-very-afraid.html}


The Great Lightbulb Conspiracy
The Phoebus cartel engineered a shorter-lived lightbulb and gave birth to planned obsolescence
{http://spectrum.ieee.org/geek-life/history/the-great-lightbulb-conspiracy/#.VC13WMCD_QA.email}

Friday 3 October 2014

Really , wow

{http://www.bbc.co.uk/news/uk-29477894}

Wednesday 1 October 2014


Practice Does Not Make Perfect
We are not all created equal where our genes and abilities are concerned.

{http://www.slate.com/articles/health_and_science/science/2014/09/malcolm_gladwell_s_10_000_hour_rule_for_deliberate_practice_is_wrong_genes.html}

Monday 22 September 2014

Friday 19 September 2014

Thursday 18 September 2014

Friday 5 September 2014

I Really Want to Crush the Efficient Market Hypothesis…
{http://pragcap.com/i-really-want-to-crush-the-efficient-market-hypothesis}
The unintended beneficiary of ECB's policy move
{http://www.cnbc.com/id/101973780}

Thursday 4 September 2014

four ways to invest
-unsuccessfully
- long term (varying degrees of success)
- short term, successful due to luck
- short term, successful due to manipulation/fraud

http://www.fool.com/investing/general/2014/08/28/slides-this-is-why-we-cant-have-nice-things.aspx

Trader Who Scored $100 Million Payday Bets Shale Is Dud
{http://www.bloomberg.com/news/2014-09-03/trader-who-scored-100-million-payday-bets-shale-is-dud.html}

Howard Marks release
{http://www.oaktreecapital.com/MemoTree/Risk%20Revisited.pdf}

Thursday 21 August 2014

ted

Five TED Talks Every MBA Student Should Watch Today
http://bentleymasterminds.com/four-ted-talks-every-mba-student-watch-today/

The dark side of technical analysis
http://adamhgrimes.com/blog/dark-side-technical-analysis/
' What I was doing was pretty simple: I'd wait for a market to make a move and pause, get in when it started moving again, and get out if my stop was hit '

What Do You See Here?
http://adamhgrimes.com/blog/what-do-you-see-here/






Thursday 24 July 2014

Nearly All of Buffett's Wealth Came After Age 50
{http://www.crossingwallstreet.com/archives/2014/07/almost-all-of-buffetts-wealth-came-after-age-50.html}

Emerging Markets, "Attractive valuations coupled with severe under performance and fears over the end of the Taper, it's no wonder investors have started to look outside the United States."
{http://theirrelevantinvestor.tumblr.com/post/92582391548/a-change-of-narrative}

Tuesday 24 June 2014

35 Surprisingly Useful Websites You Never Knew You Needed
{http://www.buzzfeed.com/daves4/websites-that-will-change-your-life}

Shinzo Abe's 'Third Arrow' Seeks a Hard Target in Japan
{http://online.wsj.com/articles/shinzo-abes-third-arrow-seeks-a-hard-target-in-japan-1403460580}

Why Behavioral Economics Is Cool, and I'm Not
{http://www.huffingtonpost.com/adam-grant/why-behavioral-economics_b_5491960.html}

There's A Big Disagreement Between Wall Street And The Fed — And It Will Be The Story Of The Summer
{http://www.businessinsider.com/inflation-wall-street-vs-the-fed-2014-6}

awesome

{http://www.najle.com/idaft/idaft/}

Monday 9 June 2014

Wednesday 30 April 2014

Before an empire collapses
{http://www.zerohedge.com/news/2014-04-23/how-empires-collapse}

9 Rules of Risk Management
{http://www.thereformedbroker.com/2014/04/29/9-rules-of-risk-management/}

6 Books That Will Change The Way You Think For The Better
{http://www.businessinsider.com/books-that-can-change-the-way-you-think-2014-4}

1. "Collected Maxims and Other Reflections" by La Rochefoucauld
2. "The 48 Laws of Power" by Robert Greene
3. "Xenophon's Cyrus the Great: The Arts of Leadership and War" by Xenophon
4. "Letters From a Self-Made Merchant to His Son" by George Horace Lorimer
5. "Models of My Life" by Herbert Simon
6. "Meditations" by Marcus Aurelius

Monday 7 April 2014

How politics makes us stupid
{http://www.vox.com/2014/4/6/5556462/brain-dead-how-politics-makes-us-stupid}?

GREEN BELT SCAREMONGERING OBSCURES A HOUSING SHORTAGE THAT IS TRULY FRIGHTENING
{http://www.pieria.co.uk/articles/green_belt_scaremongering_obscures_a_housing_shortage_that_is_truly_frightening}

The Ultimate Cheat Sheet For What You Should Do With All Of Your Money
{http://www.businessinsider.com/money-cheat-sheet-2014-4}

The Wolf Hunters of Wall Street
An Adaptation From 'Flash Boys: A Wall Street Revolt,'
{http://www.nytimes.com/2014/04/06/magazine/flash-boys-michael-lewis.html?_r=0}