Saturday, July 11, 2009

Weekend reading

Here's some of the reading/viewing material currently on my radar.

We've got news of that tricky Goldman Sachs code, warnings of a commercial real estate bust, oil speculation, John Meriwether's latest fund closure, macro views on commodities and the economy from Donald Coxe, and much more.

1. Links
on the recent Goldman Sachs code fiasco from Bear Mountain Bull and The Big Picture.

2. "Commercial real estate is a time bomb" - Big Picture.

3. "Whose line (of credit) is it anyway?" - Doug Wakefield and Ben Hill on abuses in government and the banking sector.

4. Weekend links from Upsidetrader, a key member of the Stocktwits trading community.

5. "Why there should be more oil speculation, not less". A viewpoint article from Time magazine of all places. I believe it was written by someone who understands the futures market, so it actually makes uncommon sense. Hat tip to Charles at Smoking Securities.

6. Some thoughts on monetizing real-time web (hat tip: Howard Lindzon) and video of the Techcrunch panel discussion with tech investors Ron Conway and John Borthwick.

7. "When it comes to liberty, there can be no balance. Liberty abides no compromise. Liberty is an absolute.
" - Tom Mullen, Campaign for Liberty. This is a MUST READ piece for anyone who values liberty and personal freedom.

8. Prieur at Investment Postcards hips us to the latest Donald Coxe webcast on the markets and the economy. Very interesting comments on US stimulus packages and more.

9. Five for the Weekend. An always interesting selection of links on investing, world news, and economics from Controlled Greed.

10. "The storms that swept away Meriwether's flagship fund" - Financial Times notes that JM's relative value fund strategy relied on (now withdrawn) excess leverage to succeed, and that Meriwether was slow to cut losses, added to losing positions (shades of Bill Miller).

11. Hugh Hendry talks with about bond yields, inflation vs. deflation, and more.

Enjoy the articles, videos, and webcasts we've assembled here for you. I hope they provide some helpful insights for the weeks and months ahead.

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