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FT Alphaville: Further reading
Paul Kedrosky's Infectious Greed: Readings: Galleon Wind-down, Solar, Biotech, etc.
Reactions
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RT @nelderini: Wonky but good take on #peakoil by an economist http://bit.ly/3DgP2F Similar to [..] @GregorMacdonald's http://bit.ly/30K22d 10/31/2009 |
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RT @nelderini: Similar to the more readable @GregorMacdonald's http://bit.ly/30K22d 10/31/2009 |
Further reading
FT Alphaville —
... . - Insiders vs outsiders: why Raj Rajaratnam is no Martha Stewart . - ING makes the best of a very bad crisis. - China as scapegoat, again . - Econonometric methodology for human mating . - Economics and moral courage . - Europe’s high-yield markets : I’ve seen this movie before. - Food will never be so cheap again. - Icahn maybe can’t . - The end of the newspaper business . - Professional money management and peak oil . - Further, further reading .
Readings: Galleon Wind-down, Solar, Biotech, etc.
Paul Kedrosky's Infectious Greed —
Bleeding Biotech (which argues for more money for biotech, an idea I disagree with) (American) Professional Money Management and Peak Oil (Gregor) The market is 25% overvalued; 15% correction coming (Grantham) We must overturn the status quo in derivatives (FT/Griffin) Solar Projects Are Going To Need Plenty Of Water (BI) Galleon Wind-Down of Funds Is 'Largely Complete' (WSJ)
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Tuesday links: stock price fragility
Abnormal Returns —
... ) Gregor Macdonald , “Mostly, American money management remains quite stuck in a bunch of antiquated, regressive viewpoints about the world, most of which are American-centric and offer cheerleading in the place of science, and the hard work involved in understanding these subjects.” ( Gregor Macdonald )“Stock price fragility” measures the relationship between ownership structure and non-fundamental risks. ( ...
