Worth Reading

I commend some recent articles to your attention.

Worth Reading

What I’m reading this morning:

 

Worth Reading

These links are worth following and the articles are worth reading:

Why Value Investing Is Hard

Jason Zweig on what ails investors

Barry Ritholtz distinguishes between the short-term and long-term problems of the U.S. economy and looks at secular bear markets

6 rules for investing in a down market

Felix Salmon on the opportunity cost of not buying stocks

Triumph of the Pessimists

Mathematical models help assess risk, but don’t do as well predicting returns

If you are gaining weight, blame the market

Are management fees too high?

Worth Reading

These links are worth following and the articles are worth reading:

Is it time to be optimistic about the real estate market yet?

The perils of punditry

On the difficulties of executing hedge fund strategies in a mutual fund

Diversifying financial advisors

A good summary of behavioral finance

Michael Lewis on the debt crisis in Europe

Jeremy Grantham has a new letter out

Justin Fox on the U.S. downgrade

Warren Buffett on paying more taxes

David Swensen and Henry Blodget on mutual funds

Mebane Faber on valuation models

Are your investments keeping you up at night?

Who are the best savers?

Are New REITs Too Risky?

An interview with the original quant

Worth Reading

These links are worth following and the articles are worth reading:

Felix Salmon on the U.S. downgrade

The tyranny of choice

Per Forbes: The World’s 50 Most Valuable Sports Teams

QE3?

From Barron’s: an interview with Murray Stahl of Horizon Kinetics

The U.S. is under cyber-attack

Are Your Political Opponents Crazy?

The 15 Most Heavily Taxed Countries in the World

The 10 Worst Restaurant Names

World of Worry

Donald Marron on the U.S. Downgrade