July 2009
26 posts
Ajay Shah's blog: What risk models are useful? →
Have yet to get to this, but looks interesting
WatchMore video. Some good thoughts for aspiring professionals.
Examining the Housing Crisis by Home Price Tier →
Notes on a real estate trip in China →
“There is no god given right to an easy retirement. It was a fool’s...”
– Bob Rodriguez, via Zero Hedge
Recapitalizing the Consumer
In June 2008, Mohamed El-Erian was interviewed in Barron’s to discuss the recent credit rating downgrades on US banks. There was a money quote in there that could’ve summed up a very successful strategy for investing over the ensuing 9 months:
If you are a bond holder, you want to be ahead of a recapitalization. If you are an equity holder, you always want to come in after. When...
WatchCliff Asness talking value, growth and momentum strats. He’s become more outspoken and public over the last few months. Wonder why?
Farming as the Next Big Thing →
The Generation M Manifesto - Umair Haque -... →
Great read. I’m an idealist sometimes, so what?
MIT Technology Review: Why Incompetence Spreads... →
Kind of throws a wrench in the whole system, eh?
The US Online Job Market Was (still) Down Big In... →
