Saturday, March 17, 2007

What I'm reading this week

Here are a recap of some of my favorite articles of the week

Hussman’s weekly essay—this is a mainstay in my weekly reading list. I don’t think Hussman will ever run out of different ways of saying the stock market is unlikely to return satisfactory returns over the next 5 to 10 years. Also, a perspective on the "global liquidity myth"

As a follow up on my diversification essay, a great article on how to defend against geopolitical risk, and comparisons between now and the market as it was befoe WWI.

World Beta—Very interesting write-ups and studies tracking avg. annual returns of a copycat hedgefund portfolio

Have you ever seen any of those infomercials on making 800% return in two weeks. Check out this blogger’s battle with one such company, after posting critical comments of one such company on his website

An excellent historical perspective on stock market valuation, from someone who was managing money back in the 1970s when P/Es were 7 or 8, and no one wanted to touch the stock market. Also includes a good primer on short selling, which I am a strong proponent of (when done right, to mitigate certain risks)

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