Nightly (Value) Investment Links #43

As Always Click on Titles To Access The Article

Newspapers & Direct Sources:

1. Separating The Wheat From The Chaff – Via  Hussman Funds Weekly Comments

2. Ambiguous Conditions Warrant Moderation – Via Hussman Funds Weekly Comments

3. Fueling Up The Next Great Bubble - Via Real Clear Markets

4. The Model Made Me Do It - Via Slate.com & Big Money * Norman Rothery

5. Capitalism The Remix - Via Washington Post

6. Audio: Jim Grant Fears Upcoming Inflation - Via Bloomberg Radio

7. When The Golden Eggs Run Out - Via The Economist

8. The Profits Moody’s Made By Failing Us- Via New York Times & Paul Kedrosky

9. The Bank Of International Settlements 3rd Quarter Report – Via Paul Kedrosky

10. Interview With Fund Manager Muhlenkamp- Via Forbes

11. Economists Have Simulated Bubbles In Experiments – Via The Atlantic

12. Leucadia Looks Like A Promising Goldmine – Via Barron’s

13. Jim Chanos: The Catastrophe Capitalist - Via New York Magazine

14. Real Estate Magnate: Tom Barrack On Commercial Real Estate - Via Colony Capital Inc

Blogs:

1. Are All Inside Traders Created Equal- Via Value Investing Blog

2. Birinyi Vs Tice - Via Undervalued Securities

3. Credit Defaults Swaps Overview - Via Undervalued Securities

4. What Are The Current Signs – Via Safe & Cheap

5. Warren Buffett Adding To His Train Set - Via StockManMarc

6. Dividend Investor Interview – Via Triaging My Way To Financial Success

7. High ROE Danger - Via The DivNet

8. Stock Analysis: Donaldson Company -Via The DivNet

9. Top Magic Formula Stocks By P/Book - Via Magic Diligence

10. Festival Of Stocks: Link Festival- Old School Value

11. Infrastructure Stocks For The New Admin- Via Investing From The Right

12. Commodities Investment Conference - Via Value Discipline Great Post!

13. Oil On The Brain via 60 Minutes - Via Todd Sullivan’s Value Plays

14. Value Investment Idea: Bombardier Preferred - Via My Value Idea

15. The Unfolding Pension Disaster - Via Can Turtles Fly

16. Stock Analysis: Sovran Self Storage – Via Dividends 4 Life

17. Time To Invest In A Manufacturing Business – Via Arohan’s Investing Life

18. Lower Interest Rates & Home Prices – Accrued Interest