What We're Reading ~ Analytical Links 9/17/14 ~ market folly

Wednesday, September 17, 2014

What We're Reading ~ Analytical Links 9/17/14

Edge, time arbitrage and the shame of short-term thinking [Lux Capital]

A fireside chat with Charlie Munger [WSJ]

Buffett on market valuation [Brooklyn Investor]

Bears at their lowest level since 1987, now what? [Yahoo]

8 lessons from the first year of a registered investment advisory firm [Reformed Broker]

Competition is for losers [Peter Thiel]

An independent Scotland could become an energy powerhouse [Fortune]

Britain needs greater unity not a messy break-up [George Soros]

The tollbooth businesses of Visa & Mastercard [Scuttlebutt Investor]

A discussion on Apple Pay [Twitter]

Why banks are buying into Apple Pay [American Banker]

Thoughts on what the Apple Watch means [Daring Fireball]

Hermes takes the long view in China [FT]

Inflection point for Western Union? [YGC]

Alibaba's coming out party & valuation [Aswath Damodaran]

Alibaba IPO is a bonanza for select firms [WSJ]

On the rise of NY regulator Benjamin Lawsky [Bloomberg]

There is no bond bubble [Barrons]

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