The weekend is a great time to catch up on some longer items that we passed up on during the week. Thanks for checking in.


The Yale Model has past its peak.  (Above the Market)

Must investors be on Twitter?  (Felix Salmon)

Has relative strength performance finally turned?  (Arrow Funds via Systematic Relative Strength)

A Q&A with Larry Swedroe, author of Think, Act and Invest Like Warren Buffett.  (IndexUniverse)

Hedge funds

Why can’t David Einhorn get Apple ($AAPL) to budge on its cash hoard?  (Businessweek)

How SAC Capital makes lots of big bets, quickly.  (WSJ)

Is the hedge fund industry now tarred with insider trading?  (FT)


Maybe we should be focusing more on the credit cycle and less on the economic cycle.  (Economist)

Why the Fed may never actually sell the assets on its balance sheet: realized losses.  (Econbrowser, Gavyn Davies)


Baby Boomers are facing a potential retirement crisis.  (WSJ)

Checking in with the “touchscreen generation.”  (The Atlantic)


Marco Ament, “Free is so prevalent in our industry not because everyone’s irresponsible, but because it works.”  (

On the need to take ratings seriously in a new world so dominated by them.  (GigaOM)

The mathematics of averting the next big network failure.  (Wired)

The 60 Minutes interview with Twitter and Square founder Jack Dorsey.  (CBS News)


Has investing in ‘the creative class‘ paid off?  (The Daily Beast)

How WordPress thrives with a 100% distributed workforce.  (HBR)


How beer gave us civilization.  (NYTimes)

A look at how America’s radio stations got tagged with either a K or a W to start.  (Big Think)


The Bankers’ New Clothes: What’s Wrong with Banking and What to Do About It by Anat Admati and Martin Wellwig shows us why another banking crisis should not be all that surprising.  (FT)

Top Dog: The Science of Winning and Losing by Po Bronson and Ashley Merriman sounds interesting.  (Marginal Revolution)

Excerpts from Mark Buchanan’s Forecast: What Physics, Meteorology and the Natural Sciences Can Teach Us About Economics. (Bloomberg, part 2)

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