I'm starting a monthly series where I share interesting things I've come across (articles, podcasts, reports, recent travels, etc.) with brief summaries for your reading pleasure. Articles I'm reading Dan Wang (of Gavekal fame) was interviewed by Noah Smith in this piece and it's a very astute take of today's China. Source: Noahpinion Dan is … Continue reading Monthly Musings
Reading about Adaptive Systems, Biology & Power Laws may improve your investing
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
Want to become a successful investor? Howard Marks explains how!
Billionaire investor Howard Marks is one of those rare people whose words pack a rare combination of wisdom and elegant common sense. When he speaks, both Wall Street and Main Street listens. He is most well-known for his letters to his clients, affectionately known as the 'Oaktree Memos', which have been compiled into a book … Continue reading Want to become a successful investor? Howard Marks explains how!
Dead Companies Walking – A Review
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
Review of “How to Make Money with Global Macro”
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”
Investment Lessons from Investor Colm O’Shea
Colm O'Shea, who is the founder and CIO of London-based COMAC Capital, was once interviewed in Jack Schwager's "Hedge Fund Market Wizards" - a brilliant and epic book for readers interested in understanding the minds of various types of hedge fund managers and the way they approach the financial markets. Here are some of my main … Continue reading Investment Lessons from Investor Colm O’Shea
Neuberger’s Principles for Successful Investing!
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!
Learning from a King of Wall Street – Michael Steinhardt’s autobiogaphy
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