Blog: Cutting Through the Noise
Intriguing Reading
Taking Stock
Excerpt from Scott Ronalds's blog on August 31, 2010
Roger Lowenstein’s latest article in The New York Times is a must-read. In Taking Stock, Lowenstein (a financial author and journalist) draws parallels between the investment environment and mindset of individual investors today to that of the 1970s...Read More
Book Review: False Economy
Excerpt from Scott Ronalds's blog on August 30, 2010
I recently finished reading False Economy – A Surprising Economic History of the World. Along with its New York Times Bestseller status and praise from all the usual suspects (The Washington Post, Financial Times, The Economist, etc.), I was intrigued...Read More
Book Review: The Big Short
Excerpt from Scott Ronalds's blog on April 27, 2010
Michael Lewis has a talent for writing about financial issues in a provocative and colorful manner. Having worked as a bond salesman for Salomon Brothers in the 1980s, he leans on his experiences and lessons learned on Wall Street to bring his readers...Read More
Reading Month
Excerpt from Tom Bradley's blog on December 2, 2009
If this month is like previous years, the content in the business publications and industry research will get less and less relevant as we move towards the New Year. Around Christmas the papers and on-line sources will be peppered with fluffy year-end pieces...Read More
Book Review: Panic
Excerpt from Scott Ronalds's blog on June 16, 2009
Panic is a compilation of articles that shed light on the most severe upheavals in recent financial history – the crash of ’87, the Russian default and subsequent collapse of Long Term Capital Management, the Asian currency...Read More
A Bigg Opportunity?
Excerpt from Scott Ronalds's blog on December 2, 2008
Aside from having one of the great names in the business, Barton Biggs is a renowned hedge fund manager and author of the popular book Hedgehogging . Biggs is a great thinker and investor, and in the words of David ...Read More
Recommended Reading
Excerpt from Tom Bradley's blog on November 29, 2008
Over the last few months, I’d been avoiding the horrific tales of the U.S. sub-prime mortgage market. I’d read and heard enough. It was ‘so last year’. But this week a friend alerted me to a treatise by Michael Lewis on ...Read More
Is Your Fund Company Betraying Trust?
Excerpt from Scott Ronalds's blog on November 27, 2008
I recently finished reading Louis Lowenstein’s latest critique of the mutual fund industry, The Investor’s Dilemma: How Mutual Funds are Betraying your Trust and What to do About it . The book is a great read for investors seeking an ...Read More
Memory loss
Excerpt from Tom Bradley's blog on October 17, 2008
I often reference Jeremy Grantham, the chairman of GMO in Boston, on the blog and in my columns. The following clip is from his interview with Barron’s last week . Do you think we will learn anything from all of ...Read More
Dusting Off Unconventional Success
Excerpt from Scott Ronalds's blog on September 25, 2008
Canadian Capitalist, a prominent financial blogger, recently posted a glowing book review of David Swensen’s Unconventional Success: A Fundamental Approach to Personal Investment . CC followed up the review with another posting today ( How to Pick a Winning Mutual ...Read More
Short Termism - Doesn't Make Sense
Excerpt from Tom Bradley's blog on August 21, 2008
Dan Lewin, a friend and former colleague, sent me an interesting piece last week. It is a letter to clients from Howard Marks, the Chairman of Oaktree Capital Management, a U.S. asset manager. It is all good, but I particularly ...Read More
It's Tough Beating the Index
Excerpt from Tom Bradley's blog on June 5, 2008
Why do active managers find the S&P 500 so hard to beat? In his book More Than You Know – Finding Financial Wisdom In Unconventional Places , Michael Mauboussin takes a different approach to the question. He starts by assessing ...Read More
