What We're Reading ~ Analytical Links 4/16/14 ~ market folly

Wednesday, April 16, 2014

What We're Reading ~ Analytical Links 4/16/14

Notes from the DoubleLine lunch with Jeff Gundlach [Reformed Broker]

The illusion of conscious investing decisions [All About Alpha]

Prem Watsa says dot-com rally to 'end in tears' [Bloomberg]

Interview with Larry Pitkowsky and Keith Trauner of GoodHaven Fund [Forbes]

Charting a tasty future for Post Holdings [Barrons]

Google moving to play a larger role in booking hotel rooms [WSJ]

US companies adding significantly to their debt [FT]

Amazon's new smartphone? [BGR]

Jeff Bezos' annual letter [SEC]

The problem with profitless start-ups [NYMag]

Can do vs can't do cultures [BHorowitz]

Michael Lewis' "The Big Short" to hit the big screen [CNN Money]

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