Rational Angle

“An investment operation is one, which, upon thorough analysis, promises safety of principal and a satisfactory return. Operations not meeting these requirements are speculative.” - Benjamin Graham

Friday, July 15, 2011

Pictures Worth A Thousand Words


Sources:
Report on asset securitization incentives
Forbes: the global debt bomb
Posted by Nnejad at 3:15 PM No comments:
Labels: Credit Bubble, Macro Valuation
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Online Reading

  • Blair, Tony. "What I've Learned"
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  • Cialdini, Robert. The Science and Practice of Persuasion.
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  • Diamond, Jared. "How to Get Rich"
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  • Emerson, Ralph Waldo. "Compensation"
  • Festinger, L. "Cognitive Dissonance"
  • Franklin, Ben. "Poor Richard's Almanac"
  • Franklin, Ben. The Complete Papers of Ben Franklin
  • Franklin, Benjamin. "The Way to Wealth"
  • Gates, Bill & Warren Buffett. Creative Capitalism
  • Graham, Benjamin. "Three Simple Methods of Common-Stock Selection"
  • Graham, Benjamin. A Conversation with Benjamin Graham
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  • Hayek, Friedrich. "The Use of Knowledge in Society"
  • Hoisington, David and Lucy Hunt. "Estimating the Stock/Bond Risk Premium" (My Notes)
  • Jevons, William Stanley. "Theory of Political Economy"
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  • Keynes, John M. "The General Theory of Employment, Interest and Money"
  • Keynes, John M. The Great Slump of 1930
  • Klarman, Seth. MIT Speech Oct 2007
  • Knight, Frank. "Risk, Uncertainty and Profit"
  • Labitan, Bud. "The Four Filters"
  • Le Bon, Gustave. "The Crowd: A Study of the Popular Mind"
  • Machiavelli, Nicolo. "The Prince"
  • Mills, John. "Liberty of Thought and Discussion"
  • Minsky, Hyman. "The Financial Instability Hypothesis"
  • Munger, Charlie. "Academic Economics"
  • Munger, Charlie. "Institutional Funds Management"
  • Munger, Charlie. "Optimism has no Place in Accounting"
  • Munger, Charlie. "The Art of Stockpicking"
  • Munger, Charlie. "The Psychology of Human Misjudgement"
  • Munger, Charlie. 2007 Wesco Annual Meeting Transcript
  • Munger, Charlie. Academic Economics: Strengths and Faults After Considering Multidisciplinary Needs"
  • Munger, Charlie. Collection of Writings
  • Pizzo, Stephen, Testimony to Congress on Banking, 1991.
  • Roosevelt, Franklin. 1933 Inaugural Address
  • Rubin, Robert. 2001 Harvard Commencement Speech
  • Sellers, Mark. "So You Want to be the Next Warren Buffett?
  • Soros, George. The Theory of Reflexivity
  • Talib, Nassim. The Fourth Quadrant
  • Van Den Berg, Arnold. "If Past Bubbles are any Indication, ..."
  • Volcker, Paul. Speech at Stanford Feb. 11, 2005.
  • Zell, Sam. "Capital Keeps Falling on my Head"

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