What We're Reading ~ Analytical Links 2/13/13 ~ market folly

Wednesday, February 13, 2013

What We're Reading ~ Analytical Links 2/13/13

On knowing a company's relevant metrics and the investment thesis [MicroFundy]

The great equity rotation myth [CapitalObserver]

Thorp and Buffett on beating the market [Abnormal Returns]

Secular bear market 'hibernation' [The Big Picture]

Bond convexity and price risk [Business Insider]

Where are we in 2013? [Joe Kusnan]

The biggest housing bubble in the world is in Canada? [The Atlantic]

Should you gamble on Tropicana Entertainment? TPCA [Seeking Alpha]

Valero (VLO) updates its CST Brands spinoff [StockSpinoffs]

Hewlett Packard (HPQ) board studying break up [Quartz]

Bullish pitch on Merck (MRK) [Barrons]

Beating the market by buying back stock [Fortune]

A third of student loan debt belongs to subprime borrowers [WSJ]

Industrial revolution: The insourcing boom [The Atlantic]

Insider selling picks up [Marketwatch]

Create your own Apple (AAPL) stub [Brooklyn Investor]

Mexican banks: from tequila crisis to sunrise [Economist]

blog comments powered by Disqus