What We're Reading ~ Analytical Links 12/3/14 ~ market folly

Wednesday, December 3, 2014

What We're Reading ~ Analytical Links 12/3/14

The best advice in business: 40 execs reveal their secrets to success [Fortune]

How the markets tempt us into making mistakes [A Wealth of Common Sense]

When should you sell a good stock? [Clear Eyes Investing]

The value of cash [CFO]

The art of variant perception from Michael Steinhardt [FirstAdopter]

Citizens Financial Group: another interesting forced IPO? [Value and Opportunity]

Henry Schein: your dentist's biggest supplier [Fortune]

Mohnish Pabrai's advice for a 12-year old investor [Forbes]

The bull case for European equities [FT]

China's corruption crackdown pummels Macau casinos [NPR]

No longer business as usual in China [NYTimes]

Looking at possible future winners in internet TV [GlennChan]

A plumbing problem for the internet (and the stock market) [NYTimes]

The man who taught Warren Buffett to manage a company [Quartz]

The return of the US Dollar [Mauldin]

The wall of worry, illustrated [Bason]

Behavioral explanations make sense of oil's plunge [Reuters]

Why America's housing disaster is back [Salon]

A house is not a credit card [NYTimes]

Fall of the bond king: How Gross lost empire as PIMCO cracked [Bloomberg]

Regrets, I've had a few [Epicurean Dealmaker]

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