What We're Reading ~ Analytical Links 7/17/13 ~ market folly

Wednesday, July 17, 2013

What We're Reading ~ Analytical Links 7/17/13

Notes from the Delivering Alpha conference: part 1 and then part 2 [Reformed Broker]

There is no such thing as emotionless investing [Abnormal Returns]

Curse of the macro tourists [Big Picture]

Are you guaranteed to lose 3.5% every year? [Pragmatic Capitalist]

Muddy Waters Research negative on American Tower (AMT) [Barrons]

Finding value outside of the US [Institutional Investor]

Lessons learned from well-behaved investors [NYTimes]

NAAIM survey of manager sentiment [NAAIM.org]

Reminder to all investors: bonds are not safe [The Atlantic]

Razors, lighters & pens: a pitch on Societe Bic [Graham Disciple]

High net worth investors taking more risk [WSJ]

3 rules to make your company exceptional [Harvard Business Review]

Carson Block: adventures abroad could hurt US companies [Dealbook]

Meet the man responsible for steering China's currency reserves [WSJ]

Google has discovered a new revenue driver and it's a threat to Amazon [Yahoo Finance]

Carlos Slim invests in Shazam [WSJ]

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