Roger Ehrenberg at Information Arbitrage on why he loves David Swensen – “He simply speaks the truth – period.”
Bad news at CNBC. Cramer’s ratings are down. The “Million Dollar Portfolio Challenge” was hacked. Oh, and Rupert Murdoch is inching closer to a deal with Dow Jones (DJ) that would help create a formidable cable business news competitor.
Felix Salmon at Market Movers weighs in on the inanity of online “trading competitions” like those of CNBC.
Mark Hulbert in the New York Times on the possibility we are living through an “echo bubble.”
Barry Ritholtz at the Big Picture on rising interest rates and the magazine cover indicator.
Economists are backtracking on the idea of a “quick and painless” U.S. housing slump. (via WSJ.com)
DealBook on why (money) corporate CEOs pursues even ill-advised acquisitions.
Wilbur Ross joins the chorus seeing problems with the private equity boom. (via DealBreaker.com)
Q&A with noted short-seller Jim Chanos in the FT.com. (via BloggingStocks.com)
Accrued Interest on whether we should believe the public pronouncements of high profile investment managers.
David Leonhardt in the New York Times on the role “school ties” play in investment decision-making.
Adam Warner at the Daily Options Report with a longer term perspective on equity market volatility.
Barry Rehfeld in the New York Times on research that helps identify stock market “losers.”
Brett Steenbarger at TraderFeed on “attribution bias” and the challenges of biased decision-making.
Richard Kang at the Beta Brief on the many uses of ETFs.
The Sopranos is coming to end. Peggy Noonan at Opinion Journal on the greatness of the show. Tyler Cowen, Will Leitch and Thomas Hawk on how the show might conclude.
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