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Monday, October 26, 2015

Howard Marks Report

http://www.oaktreecapital.com/MemoTree/Inspiration%20from%20the%20World%20of%20Sports.pdf?curator=thereformedbroker&utm_source=thereformedbroker

Tuesday, October 20, 2015

How to Turn a Bad Day Around

How to Turn a Bad Day Around

Accidental Payments and Quiz Cheating - Bloomberg View

Accidental Payments and Quiz Cheating - Bloomberg View:



Okay kids, gather round and listen up. If you work at a bank, that bank is�tracking what you do on your computer. They told�you that when you started, but�you are so used to clicking through terms of service that you�didn't pay any attention. "Yeah, yeah, the bank reserves the right to monitor my computer, blah blah blah," you said as you signed�a bunch of forms. Now 20�of your analyst classmates are�gone. Are you paying attention now?

Do the economics of self-driving taxis actually make sense? | FT Alphaville

Do the economics of self-driving taxis actually make sense? | FT Alphaville: This is problematic because Uber’s already low-margin business model depends heavily on being able to overstep regulation, licensing and — most importantly — transfer maintenance, cleaning, insurance and market-risk exposure to drivers. It also benefits from drivers’ ability to draw value from vehicles in personal time.

What is the Chinese Services Sector? | Balding's World

What is the Chinese Services Sector? | Balding's World

Government fund urges Japan auto industry shake-up - FT.com



Or they could give foreign activists more leeway.



Government fund urges Japan auto industry shake-up - FT.com

The poor earning power of Japanese firms | VOX, CEPR’s Policy Portal

The poor earning power of Japanese firms | VOX, CEPR’s Policy Portal

The poor earning power of Japanese firms | VOX, CEPR’s Policy Portal

The poor earning power of Japanese firms | VOX, CEPR’s Policy Portal

Treatment of the Inhabitants of the South by Our Military Commanders. - A NOTEWORTHY LETTER FROM MAJOR-GEN. W.T. SHERMAN. - NYTimes.com

Treatment of the Inhabitants of the South by Our Military Commanders. - A NOTEWORTHY LETTER FROM MAJOR-GEN. W.T. SHERMAN. - NYTimes.com

In Long Island Hamlet, Home Buyers’ Rule Is a Relic of Its Nazi Past - The New York Times

In Long Island Hamlet, Home Buyers’ Rule Is a Relic of Its Nazi Past - The New York Times

Monday, October 19, 2015

Goldman Sachs analysts fired for cheating. - Business Insider

Goldman Sachs analysts fired for cheating. - Business Insider

The Problem With Tying Health Care To Trade | FiveThirtyEight

The Problem With Tying Health Care To Trade | FiveThirtyEight

She Kills People From 7,850 Miles Away - The Daily Beast

She Kills People From 7,850 Miles Away - The Daily Beast

To Reduce the Cost of Drugs, Look to Europe - The New York Times

To Reduce the Cost of Drugs, Look to Europe - The New York Times

Misconceptions About Individual Bonds vs. Bond Funds - A Wealth of Common SenseA Wealth of Common Sense

Misconceptions About Individual Bonds vs. Bond Funds - A Wealth of Common SenseA Wealth of Common Sense

Where Superforecasters Start, Bryan Caplan | EconLog | Library of Economics and Liberty

Where Superforecasters Start, Bryan Caplan | EconLog | Library of Economics and Liberty

Saturday, October 17, 2015

A photographer edits out our smartphones to show our strange and lonely new world - Quartz

A photographer edits out our smartphones to show our strange and lonely new world - Quartz

Sean Parker, Food Allergy Fighter - Bloomberg Business

Sean Parker, Food Allergy Fighter - Bloomberg Business

Lessons from the last downturn for the next one. | Jared Bernstein | On the Economy

Lessons from the last downturn for the next one. | Jared Bernstein | On the Economy

What Could Raising Taxes on the 1% Do? Surprising Amounts - The New York Times

What Could Raising Taxes on the 1% Do? Surprising Amounts - The New York Times

A Path Out of the Middle East Collapse - WSJ

The U.S. is now opposed to, or at odds in some way or another with, all parties in the region: 





A Path Out of the Middle East Collapse - WSJ

A Path Out of the Middle East Collapse - WSJ

The U.S. is now opposed to, or at odds in some way or another with, all parties in the region: 





A Path Out of the Middle East Collapse - WSJ

Friday, October 16, 2015

G�rard Araud, the French ambassador ruffling feathers in Washington DC - FT.com

G�rard Araud, the French ambassador ruffling feathers in Washington DC - FT.com

9 questions about Denmark, Bernie Sanders’s favorite socialist utopia - Vox

9 questions about Denmark, Bernie Sanders’s favorite socialist utopia - Vox

Tom Engelhardt: The Fog of Intelligence, or How to Be Eternally ‘Caught Off Guard’ in the Greater Middle East | naked capitalism

Tom Engelhardt: The Fog of Intelligence, or How to Be Eternally ‘Caught Off Guard’ in the Greater Middle East | naked capitalism

Lunch with the FT: Novak Djokovic - FT.com

Lunch with the FT: Novak Djokovic - FT.com:



make sure you are in the moment

Massachusetts’ Big Bet on Biotech Pays Off - Bloomberg Business

Massachusetts’ Big Bet on Biotech Pays Off - Bloomberg Business

Financial Advice for My New Son -- The Motley Fool

Financial Advice for My New Son -- The Motley Fool

The Importance of Continuity in Portfolio Management - A Wealth of Common SenseA Wealth of Common Sense

The Importance of Continuity in Portfolio Management - A Wealth of Common SenseA Wealth of Common Sense

Thursday, October 15, 2015

Where are the pension fund heroes? - FT.com

Where are the pension fund heroes? - FT.com

Tom Sargent Summarizes Economics

Tom Sargent Summarizes Economics

Why Hillary Clinton Can't Win by Going After the NRA - Bloomberg Business

Why Hillary Clinton Can't Win by Going After the NRA - Bloomberg Business: Deborah Azrael at the Harvard School of Public Health found that 40�percent of respondents said they’d most recently acquired a firearm without a background check.

Ben Carson Is Wrong on Guns and the Holocaust - The New York Times

Ben Carson Is Wrong on Guns and the Holocaust - The New York Times

The Game of “Activist” Hedge Funds: Cui Bono? | CLS Blue Sky Blog

The Game of “Activist” Hedge Funds: Cui Bono? | CLS Blue Sky Blog

Why Hillary Clinton Can't Win by Going After the NRA - Bloomberg Business

Why Hillary Clinton Can't Win by Going After the NRA - Bloomberg Business

Theranos Has Struggled With Blood Tests - WSJ

Fraud in VC land.



Theranos Has Struggled With Blood Tests - WSJ

The Dreamwork of Humanity

The Dreamwork of Humanity

Monday, October 12, 2015

Inside the mind of an activist | Brunswick

Inside the mind of an activist | Brunswick

Fourteen�Wall Street Veterans Share the Best Advice They've Ever Received - Bloomberg Business

Fourteen�Wall Street Veterans Share the Best Advice They've Ever Received - Bloomberg Business

Martin Shkreli Is Not the Problem - The New Yorker

Martin Shkreli Is Not the Problem - The New Yorker

Angus Deaton’s ‘Great Escape’ - The New York Times

Angus Deaton’s ‘Great Escape’ - The New York Times

Nobel Prize winner is Angus Deaton

Nobel Prize winner is Angus Deaton

Why People Invest in Hedge Funds - A Wealth of Common SenseA Wealth of Common Sense

Why People Invest in Hedge Funds - A Wealth of Common SenseA Wealth of Common Sense