In an astutely written article titled 'The Expert Generalist - Why the Future Belongs to Polymaths', Zat Rana made a case for how the well-read and multi-disciplined generalist will outperform master specialists in an evolving world that is increasingly run by machines and artificial narrow intelligence. Rana emphasised that some of history's greatest contributors like Aristotle and … Continue reading Reading about Adaptive Systems, Biology & Power Laws may improve your investing
Continuing my never-ending pursuit of global macro education, I picked up an interesting book last year and was hooked to it immediately, reading it through in just one sitting: It's a fascinating insight into the process and lens of a successful discretionary macro trader, and the book is available on Amazon for purchase. Alex Gurevich was … Continue reading ‘The Next Perfect Trade’ – a brilliant book on macro trading!
Anthony Bolton is one of Britain's most well-known investors. He has managed money professionally for close to 3 decades at asset management firm Fidelity Investments. And during those many years at the helm of the Fidelity Special Situations Fund, he has achieved an average annualised return of 20%! Bolton shared his wealth of experience in … Continue reading Anthony Bolton’s Insights On Investing
Investor Lawrence Creatura recently published a book where he shared his insights from more than 2-decades worth of valuable experience. The author titled his book: 'Long & Short: Confessions of a Portfolio Manager'. Reading such books allows one to shorten the learning curve by learning from the experience of others, so I decided to give the book … Continue reading Review of ‘Long & Short: Confessions of a Portfolio Manager’
There aren't many investment books out there that offer thoughts about shorting stocks, since shorting is generally viewed as taboo (which is a misguided connotation since there's a great amount of empirical evidence to suggest that enabling short activity allows capital markets to be more efficient). Thus, there is a great deal of value to … Continue reading Dead Companies Walking – A Review
After reviewing Greg Gliner's "Global Macro Trading" earlier, I thought I'll work my way on another book. There aren't many books on global macro and macro investing out there, so Javier Gonzalez's new book - "How to Make Money with Global Macro" naturally piped my interest to work through it. I got it via Fishpond.com, … Continue reading Review of “How to Make Money with Global Macro”
With praises from market commentator Marc Faber, Byron Wien and Anthony Scaramucci, I had to snap up a copy for my own study and reference given the lack of books on global macro investing. I have to say that this particular one from money manager Greg Gliner is a neat, prescient and useful guide on the art of … Continue reading Review of ‘Global Macro Trading’ from Greg Gliner
Legendary investor Jim Rogers is back with his sixth book: “Street Smarts – Adventures on the Road and in the Markets”! Published in the spring of 2013, this book is a recollection and a self-styled memoir of Rogers’ own life, investment experiences and his observations from his many travels around the globe. While there were … Continue reading Insights From “Street Smarts – Adventures on the Road & in the Markets”
In his autobiography: "So Far, So Good", veteran investor Roy Neuberger, founder of well-known investment firm Neuberger Berman recalled the events of his life and shared insights on business as well as investing. Neuberger reminiscences the days of his youth, from his wanderlust in France to his love for fine art, which led him to develop his lifelong … Continue reading Neuberger’s Principles for Successful Investing!
Investor Michael Steinhardt stands out heads and shoulders among all of the many numerous professional money managers that Wall Street has ever produced. He's amazing track record of generating double-digit average annualised returns over a period of almost 3 decades (28 years to be exact) has made him and his clients a tremendous amount of money - a … Continue reading Learning from a King of Wall Street – Michael Steinhardt’s autobiogaphy