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Friday, August 30, 2013

Too Little, Gone Too Soon - NYTimes.com

Too Little, Gone Too Soon - NYTimes.com

Everbright fined as probe finds group exploited market spike - FT.com

This is how securities market regulation should work. Compare this to action taken against GS in US.

Everbright fined as probe finds group exploited market spike - FT.com

Can you ever be wrong in Washington? - The Washington Post

Can you ever be wrong in Washington? - The Washington Post

▶ General Wesley Clark: Wars Were Planned - Seven Countries In Five Years - YouTube

▶ General Wesley Clark: Wars Were Planned - Seven Countries In Five Years - YouTube

China Regulator Fines Everbright Securities for Trading Error - WSJ.com

How China deals with trading errors.

China Regulator Fines Everbright Securities for Trading Error - WSJ.com

Gotham’s Towering Ambitions - NYTimes.com

Gotham’s Towering Ambitions - NYTimes.com

Thursday, August 29, 2013

Steve Sailer: iSteve: U.K. still has constitutional government

Steve Sailer: iSteve: U.K. still has constitutional government

The Black Budget: Top secret U.S. intelligence funding - Interactive Graphic - Washington Post

The Black Budget: Top secret U.S. intelligence funding - Interactive Graphic - Washington Post

Britain Makes Case Against Syria as U.N. Inspects Sites - NYTimes.com

Britain Makes Case Against Syria as U.N. Inspects Sites - NYTimes.com

The tragedy of Jonathan Kozol

The tragedy of Jonathan Kozol

Finding racism where it’s not as blatant, and inventing it where it’s not present | WashingtonExaminer.com

Finding racism where it’s not as blatant, and inventing it where it’s not present | WashingtonExaminer.com

The risk of taking on Syria - latimes.com

The risk is high, potential gains a minimal. What is Obama thinking?

The risk of taking on Syria - latimes.com

Private school vs. public school: Only bad people send their kids to private school. - Slate Magazine

Private school vs. public school: Only bad people send their kids to private school. - Slate Magazine

Deep Thoughts From Howard Marks | PRAGMATIC CAPITALISM

Deep Thoughts From Howard Marks | PRAGMATIC CAPITALISM

Donald Rumsfeld is against attacking Syria

U.S. Facing Test on Data to Back Action on Syria - NYTimes.com:


 Donald Rumsfeld, who was defense secretary at the time, said Wednesday that “there really hasn’t been any indication from the administration as to what our national interest is with respect to this particular situation.”

Wednesday, August 28, 2013

These ten charts show the black-white economic gap hasn’t budged in 50 years

These ten charts show the black-white economic gap hasn’t budged in 50 years

Six Reasons the U.S. Will Dominate - Bloomberg

Six Reasons the U.S. Will Dominate - Bloomberg

How Dr. King Shaped My Work in Economics - NYTimes.com

How Dr. King Shaped My Work in Economics - NYTimes.com

How to stop the robots from taking all our jobs | AEIdeas

Were the Luddites wrong or just early?

How to stop the robots from taking all our jobs | AEIdeas

Tommy Haas video: What we can learn about sports psychology by watching a German tennis star berate himself. - Slate Magazine

"Ellis’s list illustrates many of the dysfunctional cognitive patterns in athletes, psychotherapy patients, and really everyone. These include catastrophizing (“If I lose, it will end my career”), basing self-worth on achievement (“If I don’t win, I’m not a real man”), personalization (“my missed free throw caused the team to lose”), blaming (“his missed free throw caused the team to lose”), black-and-white thinking (“I’m a loser.” “He’s unbeatable.”), and generalizations (“I always choke when I go for that passing shot.”)"

Tommy Haas video: What we can learn about sports psychology by watching a German tennis star berate himself. - Slate Magazine

Maximizing shareholder value: The goal that changed corporate America - The Washington Post

Maximizing shareholder value: The goal that changed corporate America - The Washington Post

The I Have a Dream Speech

The I Have a Dream Speech - The U.S. Constitution Online - USConstitution.net

Tuesday, August 27, 2013

Experts Point To Long, Glorious History Of Successful U.S. Bombing Campaigns | The Onion - America's Finest News Source

Bombing didn't work in Korean War, arguably failed against Germany, leaving Japan as the only "success" story.

Experts Point To Long, Glorious History Of Successful U.S. Bombing Campaigns | The Onion - America's Finest News Source

Shorter Version of Spinney on Syria: Don't Do It - James Fallows - The Atlantic

Shorter Version of Spinney on Syria: Don't Do It - James Fallows - The Atlantic

Syria Isn’t Iraq. Everything Isn’t Iraq. -- Daily Intelligencer

Syria Isn’t Iraq. Everything Isn’t Iraq. -- Daily Intelligencer

Here’s where middle-class jobs are vanishing the fastest

Very good explanatory graph.

Here’s where middle-class jobs are vanishing the fastest

Peace On Earth Is Almost Here, Bryan Caplan | EconLog | Library of Economics and Liberty

Peace On Earth Is Almost Here, Bryan Caplan | EconLog | Library of Economics and Liberty

Math Experts Split the Check | Math with Bad Drawings

Math Experts Split the Check | Math with Bad Drawings

At Charter Schools, Short Careers by Choice - NYTimes.com

The problem with charter schools. Great experience for the teachers, maybe. Not so good for kids.
In what other fields would you trust someone with two years of experience a job with a lot of responsibility?

At Charter Schools, Short Careers by Choice - NYTimes.com

Friday, August 23, 2013

On the difficulty of trend analysis

Link from Twitter

President and Soldier - 3 Meetings, and a Lesson in Resilience - NYTimes.com

President and Soldier - 3 Meetings, and a Lesson in Resilience - NYTimes.com

Thursday, August 22, 2013

The People of Economath, Bryan Caplan | EconLog | Library of Economics and Liberty

The People of Economath, Bryan Caplan | EconLog | Library of Economics and Liberty

Brad DeLong : And I Do Not Understand the Federal Reserve's Current Thinking at All...

Brad DeLong : And I Do Not Understand the Federal Reserve's Current Thinking at All...

Meatpacking Plant Offers Clues to the Impact of Immigration on Jobs - WSJ.com

Meatpacking Plant Offers Clues to the Impact of Immigration on Jobs - WSJ.com:

Any article about how hard it is to find workers with this phrase in it should be ignored:
"One thing JBS didn't do was to sharply raise pay"

The problem with US manufacturing: higher productivity and lower worker pay. It doesn't have to be that way.

"Still, wages have fallen in meatpacking plants over time, as plants relocated to rural areas, unions weakened and jobs grew more mechanized. Production workers in meatpacking earned more than $13 an hour in June. In the 1980s, the pay was more than $19 an hour, adjusted for inflation."

Labor shortage or surplus?


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Saturday, August 17, 2013

Thursday, August 15, 2013

Sunday, August 11, 2013

In rural Maine, rise of the machines pushes out migrant pickers | Reuters

The direction of US agriculture. Corn and soybeans mechanized decades ago. Machines will move into the more delicate fruits and vegetables. This will make much of the immigration debate moot.


In rural Maine, rise of the machines pushes out migrant pickers | Reuters

Saturday, August 10, 2013

Where Those Tetris Blocks Really Come From | The Incidental Economist

Where Those Tetris Blocks Really Come From | The Incidental Economist

10 Simple Things You Can Do Today That Will Make You Happier, Backed By Science - The Buffer Blog

10 Simple Things You Can Do Today That Will Make You Happier, Backed By Science - The Buffer Blog

Amazon Letters to Shareholders

Classics, like Buffet's.

Dropbox - Amazon Shareholder Letters 97-12.pdf

On Amazon

Stop the Presses: A New Media Baron Appears | LinkedIn

Risk arbitrage – Investing and poker - StreetEYE

Risk arbitrage – Investing and poker - StreetEYE

Why TV is so Good

Adjusting the Picture - The Morning News

ataxingmatter: Reich is Right: It's only lies that support corporate tax reform

ataxingmatter: Reich is Right: It's only lies that support corporate tax reform

The Weekend Interview With Ben Nelson: The Man Who Would Overthrow Harvard - WSJ.com

The Weekend Interview With Ben Nelson: The Man Who Would Overthrow Harvard - WSJ.com

Thursday, August 08, 2013

Why America Doesn't Love Mass Transit

At least not in low density cities.

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SEC Wants J.P. Morgan to Admit Wrongdoing in Any 'London Whale' Settlement - WSJ.com

This is another sign of a new strategy at the SEC. Companies can no longer get away with just a fine.

SEC Wants J.P. Morgan to Admit Wrongdoing in Any 'London Whale' Settlement - WSJ.com

The changing debate over China’s economy

Good summary of the current economic condition of China.


The changing debate over China’s economy

A Question That Can Change Your Life - Peter Bregman - Harvard Business Review

Mix it up. Ask questions

A Question That Can Change Your Life - Peter Bregman - Harvard Business Review

Investing is not easy but does not have to be complex

Buying American

An old article. I wonder how much things have changed. And how many of the US companies are still in business. 


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Mark O'Friel
C: 914-907-7144
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F : 419-710-3449


Thursday, August 01, 2013

Asset Allocation Strategies – Mebane Faber Research – Stock Market and Investing Blog

Why Obama should pick Summers to lead the Fed - FT.com

Working in the Shed - Matt Gemmell [feedly]


 
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