What We're Reading ~ Analytical Links 7/31/13 ~ market folly

Wednesday, July 31, 2013

What We're Reading ~ Analytical Links 7/31/13

Inflationistas and the global supply shock [FT Alphaville]

Equity long short funds: do they provide return-free risk? [Reformed Broker]

Is Caterpillar (CAT) nothing but the Dow's most overpriced dog? [ZeroHedge]

Interview with the 2013 Ira Sohn Contest winner [Santangels Review]

Thoughts from the Valuex Vail Conference [Institutional Investor]

A dozen things I've learned from Seth Klarman [25iq]

You don't know as much about bonds as you think you do [Term Sheet]

The hardware revolution is upon us and why it matters [True Ventures]

A pitch on Cedar Fair (FUN) [Broyhill]

The irrelevance of Microsoft (MSFT) [Benedict Evans]

Why online consumers love Zillow and Trulia [Realtynex]

The cult of home ownership is dangerous [FT]

Goodbye mail carrier, hello cluster mailboxes [CNN]

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