What We're Reading ~ Analytical Links 5/22/13 ~ market folly

Wednesday, May 22, 2013

What We're Reading ~ Analytical Links 5/22/13

A lesson from Warren Buffett: doubt yourself [WSJ]

Jelisavcic: This is an optimal time to invest in distressed debt [FINalternatives]

Are corporate profit margins abnormally elevated or sustainable? [Greenbackd]

Don't just do something, sit there [The Economist]

Steve Romick: trade into the gold you can eat, farmland [Forbes]

Why investors can't imagine a collapse of the bond market [WSJ]

Telecom's big players hold back the future [NYTimes]

Investor sentiment: fear and greed index [CNNMoney]

Hedge fund leverage approaches all-time high [ai-CIO]

National Bank (NBHC) on the prowl [Barrons]

Why Alibaba could be China's next big IPO [Reuters]

Anatomy of the 10-K [Wall Street Oasis]

How the SEC's marketing rules shortchange investors [ii alpha]

Is the asset management business set for consolidation? [Citywire]

Warren Buffett is bullish on women [CNN Money]

If MBAs are useless, we're all in big trouble [Quartz]

Ron Johnson's 5 key mistakes at J.C. Penney [Fast Company]

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