Skip to main content

Features of the week

Some articles and blog posts of interest:

1. Jim Rogers says India and China will continue to drive commodity prices.

2. "Commodity prices hurting consumers in India".

At least they got the part about supply and demand right. Notice that there is no mention in this article of government fueling inflation through double-digit rate increases of the money supply. As usual, speculators and middlemen take the blame.

3. "What Lies Beneath", from Doug Wakefield and Ben Hill.

Ah, here we find those pesky little money supply growth figures for India and China. A taste of global money and credit creation. And you wonder why we have inflation worldwide?

4. Top 25 quotes on the Credit Crisis of '07.

5. Richard Bove of Punk Ziegel says the Fed is interfering with the markets by pouring money into the financial system. Interview with Bloomberg's Tom Keene (hat tip to the Mises blog).

6. Global stock market performance round-up from Investment Postcards.

7. Traderfeed tells us how large traders disguise their buying and selling.

8. The ECB, BOE, and Fed continue on the path of monetary inflation.

9. Peter Thiel tells Mercury News: "we need to prepare for artificial intelligence".

10. The rise of data-driven decision making: Expert vs. the machine.

11. Satyajit Das holds forth in a Q&A on quantitative investing.

For info on how the quant funds fared in recent weeks, see the WSJ article, "How Market Turmoil Waylaid the 'Quants".

12. "Unsafe Havens". A Bloomberg Magazine report on U.S. money market funds.

13. "The Great Capitalist Novel". Greg Davis on Garet Garett's novel, The Driver.

14. Gluttons for punishment? "Appetite for CDOs, other risky debt, up". Hat tip to the Kirk Report.

15. The Economist on the "Atomic renaissance" and a new age of nuclear power.

16. Deborah Gordon on Ants, Humans, the Division of Labor, and Emergent Order. An Econtalk interview on the order that emerges without hierarchy, control, or centralized authority.

That's all, folks. Enjoy, and thanks for reading Finance Trends Matter.

Popular posts from this blog

Seth Klarman: Margin of Safety (pdf)

Welcome, readers! Signup for free email updates at the Finance Trends Newsletter . Update: PDF links removed due to DMCA notice. Please see our extensive Klarman book notes below. New visitors, please check the Finance Trends home page for all new posts. Here's something for anyone who has been trying to get a look at Seth Klarman's now famous, and out of print, 1991 investment book, Margin of Safety .  My knowledge of value investing is pretty much limited to what I've read in Ben Graham's The Intelligent Investor (the book which originally popularized the investment concept of a "Margin of Safety"), so check out the wisdom from Seth Klarman and other investing greats in our related posts below. You can also go straight to Ronald Redfield's Margin of Safety book notes .    Related posts: 1. Seth Klarman interviews and Margin of Safety notes     2. Seth Klarman: Lessons from 2008 3. Investing Lessons from Sir John Templeton 4.

Slate profiles Victor Niederhoffer

Slate's recent profile of writer/speculator, Vic Niederhoffer has been getting some attention from traders and finance types in recent days. I thought we'd take a look at it here too, to offer up some possible educational value from Vic's experiences with trading and loss. Here's an excerpt from Slate's profile of Victor Niederhoffer : " I've enjoyed getting your e-mails. It sounds like you've thought a lot about being wrong. Well, the reason you contacted me, to call a spade a spade, is that I'm sort of infamous for having made a big, notorious, terrible error not once but twice in my market career. Let's talk about those errors. The first was your investment in the Thai baht, which pretty much wiped you out when the Thai stock market crashed in 1997. I made so many errors there it's pathetic. I made one of my favorite errors: "The mouse with one hole is quickly cornered." That is key. There are certain decisions you make in li

William O'Neil Interview: How to Buy Winning Stocks

Investor's B usiness Daily founder and veteran stock trader, William O'Neil share d his trading methods and insights on buying winning stocks in an in-depth IBD radio interview. Here are some highlights from William O'Neil's interview with IBD: William O'Neil's interest in the stock market began when he started working as a young adult.  "I say many times that I didn't get that much out of college. I didn't have much interest in the stock market until I graduated from college. When I got married, I had to look out into the future and get more serious. The investment world had some appeal and that's when I started studying it. I became a stock broker after I got out of the Air Force."    He moved to Los Angeles and started work in a stock broker's office with twenty other guys. When their phone leads from ads didn't pan out, O'Neil would take the leads and drive down to visit the prospective customers in person.