What We're Reading ~ 7/23/10 ~ market folly

Friday, July 23, 2010

What We're Reading ~ 7/23/10

How the Masters of the Universe Melted Wall Street Down: Chasing Goldman Sachs [Suzanne McGee]

Tail risk, smooth returns, and investor democracy [Abnormal Returns]

Debt is still the problem & deflation is the painful solution [Pragmatic Capitalism]

On trading and poker [ChrisPerruna]

The bullish case on Lorillard (LO) [ValueHuntr ~ our readers receive a 15% discount to their Value Edge newsletter]

An interview with Jack Schwager, author of the popular Market Wizards books [CapitalIdeasOnline]

Hedge funds' hottest assets: the ladies of investor relations [NY Mag]

Why don't we all just do what Warren Buffett does? [CXO Advisory]

Google: growth, pricing power and valuation multiples [AboveTheCrowd]

Metrics for analyzing restaurant companies [StreetCapitalist]

Vitaliy Katsenelson's presentation on China [My Investing Notebook]

The top six game changing hedge funds [Big Think]

A chart of current deal spreads [Merger Arbitrage Investing]

The $4 trillion question [Big Picture]

Chart: possible Elliott Wave projection on the S&P 500 [Steve Puri]

Julian Robertson weights reopening Tiger Management to outsiders [WSJ]

Paulson & Co looks to launch retail fund [FT]

Today's market is missing valuation, fundamental metrics [Minyanville]

Phil Falcone's mobile venture will spend $7 billion on network [Bloomberg]

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