Nightly (Vaue) Investment Links #75
Attention: New Section! - Media- Will Include Interesting Audio or Videos
(As Always Click on Titles To Access The Article)
Newspapers & Direct Sources:
1. Amendments to Rules for Nationally Recognized Statistical Rating Organizations (Aka Moodys, S&P, etc) – Via SEC
2. CNBC Interviews Mexican Billionaire Who Invested In Circuit City - Via CNBC
3. Harley Davidson: Don’t Get Too Excited About Buffett’s Investment – Via Vinvesting
4. WTO Calls Emergency Meeting On Trade Barriers – Via Paul K
5. Economists Are The Forgotten Guilty Men - Via Contrarian Investor News
6. A New Bailout Plan? Hardly - Via Information Arbitrage
7. Paying For News Via – Felix @portfolio.com
8. (Great Find)Lobbying Data Point Of The Day – Via Felix @ Portfolio.com
Link Carnivals & Festivals:
1. Wall Street Folly Headline Roundup – Via WSF
2. Abnormal Returns: Friday Links: There Is No Magic Pill – Via Abnormal Returns
3. Old School Value’s Recommended Weekly Readings - Via Old School Value
4. Paul Kedrosky’s Friday Readings – Via Paul k
Media:
1. Video: Paul Krugman On Stimulus – Via Econ Video
2. Video: Barron’s Dividend Aristocrats – Via The DivNet
3. Visual Illustration Of Financial Crisis – Via Todd Sullivan @ Value Plays
4. Todd Sullivan Friday Links – Via Via Todd Sullivan @ Value Plays
5. Graphic: Madoff Victims On Google Maps – Via Paul K
6. Graphic: Employment Cross Over - Via Paul K
7. Video: Interview With Great Depression Survivors - Via Contrarian Investor News
Blogs:
0.Gannon Podcast On Friday – Via Gannon On Invesing
1. Klarman Joins Einhorn In Gold - Via The Guru Five
2. Mated: Business Antiheros – VIa Systemically Important
3. Never Breath A Word About Your Circuit City Loss – Via Greenbackd
4. Former Marine Launches Hedge Fund - Via Manual Of Ideas
5. Management Changes @ Premier – Via Risk & Reward Investing
6. Buffett Applied Psychology Lesson #2 How To Behave Well – Via Investor’s Consigliere
7. Darkness Ahead For Big Oil? -Via Prudent Speculations
8. Bill Ackman Pershing Square Annual Report & Analysis – Via Change Alley
9. Is Timothy Geithner: Crooked Or Stupid? – Via Iconoclast Investor
10. Return To Aggbank – Via Aleph Blog
11. The Box Pandora - Via Jeff Matthews Is Not Making This Up
12. New Hedge Fund Business Model - Via Humble Student Of The Markets
13. Breakout Or Fakeout - Via Humble Student Of The Markets
14. Spend, Spend, Spend, But Who Pays – Via Capital Spectator
15. Hedge Fund Activism & Spacs - Via Yes & Not Yes
16. Tax Payers Stuck With Bear Stearns Losses - Via Yes & Not Yes
17. Cheap Retail & Apparel Stores - Via Stock Pursuit
18. Retailer Talbots - Via Stock Pursuit
19. Could You Have Seen Circuit City’s Bankruptcy Coming - Via Barel Karsan
20. Recent Graduate Work Abroad - Via Amateur Asset Allocator
21. Should You Invest In Usd or Gold - Via Abaci’s Common Sense Investing
22. Harley Davidson: Don’t Get Too Excited About Buffett’s Investment – Via Vinvesting
23. Corporate Complexity – Via Value Investment Music Whiz Journey
24. Unfinished Business - Via Value Investing World
25. How Did I Miss Gates Talking To Autonation – Via Todd Sulivan @ Value Plays
26. Book Review: The Wall Strip Edge -Via Todd Sulivan @ Value Plays
27. Yale Endowment Asset Classes – Via Investment Scientist
28. Blind Men & The Elephant: On The Urgency Of Asset Price Reflation – VIa Lloyds Investment Blog
29. Investor Sentiment Continues To Decline And Market Grinds Higher - Via Disciplined Approach To Investing
30. Russian, The Ukraine, and… -Via Controlled Greed
31. Cycles, Market Psychology, & Singularity - Via My First Million At 33
32. Is Deflation Really A Risk, IMF Takes A Look – Via Can Turtles Fly
33. Canada’s Largest Pension Fund Possibly Lost 38 Billion Dollars – Via Can Turtles Fly
34. Mixed Feeling About Mark To Market Easing - Via Can Turtles Fly
35. Historical Valuation Based On Market Cap To GNP - Via Can Turtles Fly
36. Nine Companies Still Paying Dividends - Via Dividends Value
37. Market Update Feb 6th - Via Arohans Investing Life
Other Interesting Articles & Papers:
1. Edmund Phelps Nobel Lecture: Macro Economics For The Modern Economy – Via NobelPrize.org
2. In Praise Of Primitive Finance – Via Bhide.Net
