Weekend Reading – Stuff we found interesting this week

October 16, 2011

Interesting Links

October 15th and 16th 2011.

Welcome to our weekly roundup of the stuff we read that was interesting to us and hopefully to you.

Anyone who has watched the markets over the past few weeks knows they are not rational – the theory still tells us they are though. We know that’s true in practice however – here is and interview with the Author of “The Myth of the Rational Market”  Justin Fox. (via Motley Fool)

The Australian Bureau of Statistics Household Wealth and Wealth Distribution report released Friday is here

A good read of an interview with a pretty good trader, Peter L Brandt, here

Another take on trading for those interested via the Huffington Post here. The key is to find a strategy that suits your personality.

You just have to see this chart and the comment on the end – Europe’s other bank problem here

readers know i don’t trust this rally and that I think it feels like 2008 all over again. Here is a piece from Zerohedge that looks at the two markets

I reckon we are seeing the unwinding of the Industrial Revolution. That massive event in global history that flattened the class and income structures around the globe and ushered in economic prosperity for a long time. Here is Nouriel Roubini’s take

Interesting piece on the Asian savings glut here

I thought this was an interesting and wide-ranging piece written by Niels Jensen via Advisor Perspectives. It’s a bit of an ad for his and related firms but it is worth seeing the process that a pretty good money manager uses in evaluating what to invest in.

I know from personal experience that when you liquidate our portfolio and go all cash it can sometimes be hard to get back in. It’s ok if you are a trader, that’s your job – long, short or flat. But for average investors some diversified exposure is the best position in the longer term if that is what you have. Here is an interesting piece worth having a look at.

And of course the FT’s week in review

Have a great weekend

Greg McKenna

greg@lighthousesecurities.com.au

www.twitter.com/gregorymckenna

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