Thursday, 3 April 2014

long read for later
Dropped
Why did Anthony Gatto, the greatest juggler alive — and perhaps of all time — back away from his art to open a construction business?
{http://grantland.com/features/anthony-gatto-juggling-cirque-du-soleil-jason-fagone/}

time wasters...
The 30 Top Thinkers Under 30
{http://www.psmag.com/navigation/books-and-culture/the-30-top-thinkers-under-30-introduction-76201/}

Explaining Bitcoin to your dog
{http://www.nytimes.com/interactive/2014/04/02/business/dealbook/How-to-explain-bitcoin-to-your-mom.html?_r=0}

House price gap between London and rest of UK widest on record
{
http://www.ft.com/cms/s/0/9ee015d0-ba32-11e3-aeb0-00144feabdc0.html?siteedition=uk#axzz2xndyRXJh}

Hong Kong's fish farms in the sky
{http://www.bbc.co.uk/news/business-26627408}

"Markets crash all the time. You should, at minimum, expect stocks to fall at least 10% once a year, 20% once every few years, 30% or more once or twice a decade, and 50% or more once or twice during your lifetime. Those who don't understand this will eventually learn it the hard way."
-Morgan Housel

Wednesday, 2 April 2014

Michael Lewis Doesn't Like High-Frequency Traders
'Big HFTs like Knight/Getco and Virtu trade vast volumes of stock while still taking in much less money than the traditional market makers: $688 million and $623 million in 2013 market-making revenue, respectively, for Knight and Virtu, versus $2.6 billion in equities revenue for Goldman Sachs and $4.8 billion forJ.P. Morgan. Even RBC made 594 million Canadian dollars trading equities last year. The high-frequency traders make money more consistently than the old-school traders, but they also make less of it. '
{http://www.bloombergview.com/articles/2014-03-31/michael-lewis-doesn-t-like-high-frequency-traders}
& covered again in Margin Revolution
{
http://marginalrevolution.com/marginalrevolution/2014/04/matt-levine-on-michael-lewis-and-hft.html}

The 25-Year-Old at the Helm of Lonely Planet
{http://www.outsideonline.com/adventure-travel/The-25-Year-Old-at-the-Helm-of-Lonely-Planet.html?curator=MediaREDEF}

Why homeopathy is nonsense, that's put that one to bed...
{http://www.economist.com/blogs/economist-explains/2014/04/economist-explains}

Tuesday, 25 March 2014

Target price of zero entertained our traders in HK earlier today. Makes an interesting caveat/read

 'Is China Really So Constipated? Lumena claims to sell ~300,000
tons of medical thenardite, primarily used as a laxative, every year. If this  
is true, we estimate that Lumena would have to sell an average of 30 doses of medical thenardite ever year to every human being in China over the age of 14. This simply defies credibility.'                                
{https://glaucusresearch.com/wp-content/uploads/downloads/2014/0
3/GlaucusResearch-China_Lumena-HK_0067-Strong_Sell_March_25_2014
.pdf}

The 100 Best Economics Books of All TIme
{http://www.listmuse.com/100-best-economics-books-time.php}

Did Hyman Minsky find the secret behind financial crashes?
(answer: no, but good definitions for being caught short without toilet paper, 'Minsktymoment')
{http://www.bbc.co.uk/news/magazine-26680993}

Behavioural economics and public policy
{http://www.ft.com/cms/s/2/9d7d31a4-aea8-11e3-aaa6-00144feab7de.html#axzz2wrmhSvJZ}

Thursday, 20 March 2014

Very interesting how people get bogged down by international law.. We should clean the shit up in our own garden before moaning about the state of the park.
The War Nerd: Everything you know about Crimea is wrong(-er)
{http://pando.com/2014/03/17/the-war-nerd-everything-you-know-about-crimea-is-wrong-er/}

After annexing Crimea, Russians move to carve up the spoils
{http://www.ft.com/cms/s/0/66a08912-aeba-11e3-a088-00144feab7de.html?siteedition=uk#axzz2wUNLbg62}

The Automatic Corporation
{http://blog.vivekhaldar.com/post/79843441901/the-automatic-corporation}


Thursday, 6 March 2014

Thursday 6th March

The Gold Standard Was an Accident of History
{http://macromarketmusings.blogspot.in/2014/03/the-gold-standard-was-accident-of.html}

Interesting on the global investment perspective and explains glob drop in trding volumes
The Relentless Bid, Explained
{http://www.thereformedbroker.com/2014/03/05/the-relentless-bid-explained/}
&
The Trouble with Relentless Bid Theories
{http://www.thereformedbroker.com/2014/03/05/the-trouble-with-relentless-bid-theories/}

Monday, 3 March 2014

Wednesday, 26 February 2014

26th Feb

Bubble chat: This is no recovery, this is a bubble – and it will burst
{http://www.theguardian.com/commentisfree/2014/feb/24/recovery-bubble-crash-uk-us-investors}

Top 10 Portable Homes
{http://www.ignant.de/2014/02/25/top-10-portable-homes/}


Cold great lakes

Insane Div's, 20% Dividend Yield: There’s an ETF for That
{http://etfdb.com/2014/20-dividend-yield-theres-an-etf-for-that/}

Monday, 24 February 2014

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

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}