Links

Monday, 24 February 2014

24th Feb

The Shapes of Stories, a Kurt Vonnegut Infographic
{http://mayaeilam.com/2012/01/01/the-shapes-of-stories-a-kurt-vonnegut-infographic/}

Ten Blogs I Must Read (10 to look at)
{http://gigaom.com/2005/08/03/ten-blogs-i-must-read/}

Chart o’ the Day: Nasdaq Composite since 1986
{http://www.thereformedbroker.com/2014/02/20/chart-o-the-day-nasdaq-composite-since-1986/}

Forever Elusive Alpha
{http://pragcap.com/forever-elusive-alpha}

The Benjamin Franklin Effect: The Surprising Psychology of How to Handle Haters
{http://www.brainpickings.org/index.php/2014/02/20/the-benjamin-franklin-effect-mcraney/}

Tuesday, 18 February 2014

18th Feb

Gold price signals China credit bubble bursting as investors seek safety
{http://www.telegraph.co.uk/finance/commodities/10642184/Gold-price-signals-China-credit-bubble-bursting-as-investors-seek-safety.html}

China bubble, Will China shake the world again?
{http://www.bbc.co.uk/news/business-26225205}

Relationship between London houses and their occupants
Raito ofmedian individual income to median house prices for some selected boroughs.
{http://ftalphaville.ft.com/2014/02/17/1774432/go-forth-and-multiply-london-edition/}

Buying Property In London: The 10Th Circle Of Hell
{http://www.bankersumbrella.com/1/post/2014/02/buying-property-in-london-the-10th-circle-of-hell.html}

Jim Rogers Tells Us What Everyone Keeps Getting Wrong About China
BI: How concerned should we be about the economic slowdown in China?
JR: Not much...
{http://www.businessinsider.com/jim-rogers-worries-on-china-2014-2}

Peak Milk, perhaps not
Cows are incredible: They might just keep producing more milk forever
{http://www.washingtonpost.com/blogs/wonkblog/wp/2014/02/17/cows-are-incredible-they-might-just-keep-producing-more-milk-forever/}

Quite handy:
Be a Google Ninja: Tips and Tricks for Online Research
{http://www.thereformedbroker.com/2014/02/17/be-a-google-ninja-tips-and-tricks-for-online-research/}

Seiko Men's SKX007K2, $180 Dive Watch puts Rolex Submariners On notice.
Rolex Oyster Perpetual Submariner, despite the long list of pros, it has one con. A big, fat $7,900 con.
{http://www.supercompressor.com/gear/seiko-skx007k2-vs-rolex-submariner-smart-money?utm_content=sixpack&utm_source=Sailthru&utm_medium=email&utm_term=Nation&utm_campaign=2.18.14%20NATION%3A%20These%20are%20the%2023%20types%20of%20baristas}

Monday, 17 February 2014

17th Feb

EM Investing: Past GDP Meaningless, Future GDP Invaluable
{http://www.thereformedbroker.com/2014/02/13/em-investing-past-gdp-meaningless-future-gdp-invaluable/}

The 9 Big Emerging Markets Stories In One Map
{http://www.businessinsider.com/big-emerging-markets-stories-in-one-map-2014-2}

You Will Be Investing For Free In 5 Years
{https://medium.com/p/6b710489e481}

Cool DIY Coffee machine
{http://imgur.com/a/f2SaV}

Friday, 14 February 2014

Friday the 14th

hmmm, not in my life time but interesting...
Why Gold Will Eventually Be Almost Worthless
{http://www.dailyfinance.com/on/why-gold-will-eventually-be-almost-worthless/}

House of the day, check out the attic
{http://www.rightmove.co.uk/property-for-sale/property-41542705.html#}

laying out the practicalities of a monetary independent Scotland
Scotland, Quebec, and currency union
{http://worthwhile.typepad.com/worthwhile_canadian_initi/2014/02/scotland-quebec-and-currency-union.html}

Thursday, 13 February 2014

Thursday the 13th

"Yes, the floods are awful, but we must keep a sense of proportion".
{http://www.telegraph.co.uk/topics/weather/10633669/Yes-the-floods-are-awful-but-we-must-keep-a-sense-of-proportion.html}

Old story, but new format The European Debt Crisis Visualized {http://www.bloomberg.com/video/the-european-debt-crisis-visualized-iPA3~AbsSGG89LOGkkd~RA.html}

Thoughts on the gold market -It could another dead cat bounce, that is, the perception of monetary instability expressed in the gold market may have shifted from QE to a long term failure to raise interest rates. {http://www.macrobusiness.com.au/2014/02/what-is-gold-saying-about-the-australian-dollar/}

UK Interest rates to move Q1 next year? {http://www.macrobusiness.com.au/2014/02/asx-at-the-close-208/} Chinese Stocks Come Back, momentum in China Stocks {http://blogs.wsj.com/moneybeat/2014/02/11/chinese-stocks-come-back/?mod=WSJBlog}

Comodity watch, sugar & sucralose Tate & Lyle warns sucralose glut to hit profits {http://www.telegraph.co.uk/finance/newsbysector/retailandconsumer/10635360/Tate-and-Lyle-warns-sucralose-glut-to-hit-profits.html}

looking at previous sugar spikes Parabolic Moves Always Have Their Reasons {http://www.financialsense.com/contributors/tim-wood/parabolic-moves-always-have-their-reasons}

Sugar spikes – Where did you come from, where did you go? {http://www.australiansugarcane.com.au/Back%20issues/135onsug09/20_spikes.pdf}

Wednesday, 12 February 2014

Wednesday 12th

Why this 'Shoreditchification' of London must stop
{http://www.telegraph.co.uk/men/thinking-man/10561607/Why-this-Shoreditchification-of-London-must-stop.html}
How to run faster over long distances
{http://www.telegraph.co.uk/men/active/10629070/How-to-run-faster-over-long-distances.html}

Global-Warming Slowdown Due to Pacific Winds, Study Shows
{http://www.bloomberg.com/news/2014-02-09/global-warming-slowdown-due-to-pacific-winds-study-shows.html}

Tuesday, 11 February 2014

Tuesday 11th

Chinese Families Demonstrate All Their Belongings In A Single Photo
{http://www.demilked.com/jiadang-belongings-family-stuff-huang-qingjun/}

Macroeconomics made easy?
{http://crookedtimber.org/2014/02/10/macroeconomics-made-easy/}

Are the UK floods Cameron’s Katrina?
{http://mainlymacro.blogspot.in/2014/02/are-uk-floods-camerons-katrina.html}

Massive open online forces - Moocs
{http://www.economist.com/news/finance-and-economics/21595901-rise-online-instruction-will-upend-economics-higher-education-massive}

Thursday, 6 February 2014

Feb 6th

The 50 Best Investing Blogs
{http://dailyreckoning.com/the-50-best-investing-blogs/}

Why I rent and would never buy
{http://www.ft.com/cms/s/2/c240cd3a-8805-11e3-8afa-00144feab7de.html#axzz2sWnMBVIJ}

go J

Tuesday, 4 February 2014

Feb 4, 2014

And for this month, a new theme repeated...zz
Jack Lew: US could default on debt by 'end of month'
{http://www.bbc.co.uk/news/world-us-canada-26021640}

Putting China's shadow banks in to perspective
In defence of China’s shadow banks
{http://ftalphaville.ft.com/2014/02/03/1759962/in-defence-of-chinas-shadow-banks/}

A central banker’s ‘license to lie’
{http://blogs.reuters.com/anatole-kaletsky/2014/01/30/a-central-bankers-license-to-lie/}

Goldman Sachs tears apart another European government
{http://www.dailykos.com/story/2014/02/03/1274745/-Goldman-Sachs-brings-down-another-European-government#}

How to Lie With Statistics (in the Age of Big Data)
{http://mathbabe.org/2014/02/03/how-to-lie-with-statistics-in-the-age-of-big-data/}

It's a great time to buy British - these are the shares I'm backing...
Where in the world are shares cheap?
{http://www.telegraph.co.uk/finance/personalfinance/investing/10610610/Worlds-cheapest-stock-markets-Where-are-shares-cheap.html}

Monday, 3 February 2014

Feb 3rd

Econbrowser, Economics of Bitcoins
http://econbrowser.com/archives/2014/02/economics-of-bitcoin#comment-179418

A good infograph on sovereign debt stresses, gross debt to GDP and borrowing costs

Thursday, 30 January 2014

30th Jan

Follow up on Howard Mark's piece last week in relation to Perkins recent moan for being in the top 1%
The Myth of the “Self Made Man”
{http://pragcap.com/the-myth-of-the-self-made-man}

Talks about people overlaying charts with similar look historical charts to generate attention. Pattern recognition should be used to
Games People Play: That 1929 Analogy
{http://www.thereformedbroker.com/2014/01/29/games-people-play-that-1929-analogy/}~

Cool page ,
Oil Boom: See A Modern-Day Gold Rush In Motion with animation from gifs
{http://www.npr.org/2014/01/29/266757131/welcome-to-oil-country-a-modern-day-gold-rush-in-north-dakota}

Wednesday, 29 January 2014

29th of Jan

With Turkey increasing Interest rates from 7.5 to 12% , it makes you wonder about the tools central banks have, and perhaps we pay them too much attention..
Do High Interest Rates Defend Currencies During Speculative Attacks?
{http://marginalrevolution.com/marginalrevolution/2014/01/do-high-interest-rates-defend-currencies-during-speculative-attacks.html}

This is clarification on yesterdays article about how we can trust China's growth figures
The Reliability of Chinese GDP, Again
{http://econbrowser.com/archives/2014/01/the-reliability-of-chinese-gdp-again}

Why investors aren't snapping up cheap, battered emerging markets
{http://finance.yahoo.com/blogs/michael-santoli/testing-investors--reasons-for-not-buying-cheap-emerging-market-stocks-005355005.html}

An engine better suited for a motorbike.. 400 bhp
Nissan’s Crazy-Powerful New Engine Weighs Just 88 Pounds
{http://www.wired.com/autopia/2014/01/nissan-3-cylinder-le-mans/}

Tuesday, 28 January 2014

28th Jan

Japan-China war of words goes ballistic in Davos 'Listening to the raw passion in the voices of Shinzo Abe and Wang Yi over the last 24 hours, I think there is an astonishing level complacency about the world's most dangerous fault-line.'
{http://blogs.telegraph.co.uk/finance/ambroseevans-pritchard/100026465/japan-china-war-of-words-goes-ballistic-in-davos/}

Buffett’s Fourth Law of Motion: Your Behavior
{http://awealthofcommonsense.com/behavior-investment-strategy/}

Alternatice to Bitcoin, Cash pours into Aussie joke virtual currency 'With respect, this is an unwitting ponzi scheme.'
{http://www.macrobusiness.com.au/2014/01/cash-pours-into-aussie-joke-virtual-currency/}

Reading into China's trade numbers
China’s phony exports return
{http://www.macrobusiness.com.au/2014/01/chinas-phony-exports-return/}

Contrary to yesterday's article, (Go Small If You Want the Best Returns)
Does the Small-Cap Premium Exist?
{http://news.morningstar.com/articlenet/article.aspx?id=631329}

Dieting has perhaps been covered more in the past than Bitcoin, but this is interesting
{http://www.dailymail.co.uk/health/article-2546975/One-twin-gave-sugar-gave-fat-Their-experiment-change-YOUR-life.html}

Monday, 27 January 2014

Monday 27th

A lot of press over the weekend covering the top 1% killing the American dream. Tom Perkins asks whether a "progressive Kristallnacht" is coming, with the rising tide of hatred of the successful one percent
Venture Capitalist Compares Liberal Fight Against Gross Inequality To Kristallnacht
{http://talkingpointsmemo.com/livewire/tom-perkins-liberal-war-one-percent-kristallnacht}
&
Then Krugman as a small piece here covering it and boasting his American political history
Paul Krugman: Paranoia of the Plutocrats{http://economistsview.typepad.com/economistsview/2014/01/paul-krugman-paranoia-of-the-plutocrats.html}

less contagious than it looks but good breakdown of recent global currency moves
Interpreting Recent Emerging Market Currency Movements
{http://econbrowser.com/archives/2014/01/interpreting-recent-emerging-market-currency-movements}

On the big sell-off in emerging market currencies in The Economist. The broader question is whether these sell-offs are just "little local difficulties" or are a herald of a 1997/1998-style collapse?

The perils of denial

{http://www.economist.com/blogs/buttonwood/2014/01/emerging-markets}

Don’t Assassinate Your Small Investor Advantage,
Go Small If You Want the Best Returns
{http://www.oldschoolvalue.com/blog/investing-perspective/dont-assassinate-your-small-investor-advantage/}

Friday, 24 January 2014

24th Jan

Heavy reading on shadow banking, another definition..
The Shadow Banking System is an Unstable Funding System for Banks, Not Assets
{http://syntheticassets.wordpress.com/2014/01/23/the-shadow-banking-system-is-an-unstable-funding-system-for-banks-not-assets/}
'The New York Fed monograph is often used to demonstrate how complicated and virtually incomprehensible the shadow banking system is.'

{http://www.newyorkfed.org/research/staff_reports/sr458_July_2010_version.pdf}
Oh, this is how it works, yo'll need to print a 48" poster to read it.

Don’t believe the hype about behavioral economics , - behavioral economics is over-rated because of her cognitive biases
{http://qz.com/169605/dont-believe-the-hype-about-behavorial-economics/}

An interesting piece trying to establish momentum in stocks. Highlight the flaws in historical trending and how arbitrary it can be by picking particular dates.
"With a 1-in-4 chance of getting a 20%+ return when investing money on any random day it puts in perspective that while 2013 was great it is not as unusual as many think."
{http://www.thereformedbroker.com/2014/01/23/the-truth-about-momentum-and-calendar-year-returns/}

Most Germans don’t buy their homes, they rent. Here’s why
{http://qz.com/167887/germany-has-one-of-the-worlds-lowest-homeownership-rates/}