AUTHOR: Russell Napier RATING: 10 of 10 Highlights Fairly in-depth look at economic conditions and market sentiment for each of the four “major” bears surveyed in the book, with each bear containing the following sub-sections: The road to the the bear The course of the Dow Structure of the market The stock market during the [...]
Jason Zweig’s latest article in the WSJ piqued my interest. The subject du jour is J. Ezra Merkin, a name I first encountered during my recent study of the new edition of the absolute investment classic, Security Analysis, 6th ed. Regular readers are aware of my recent interest in bonds (a topic I plan to discuss [...]
Bill Gross’ latest investment outlook allows me to flatter myself and wonder if… ahem … great minds think alike (don’t I wish). But seriously, his latest commentary hits directly on a couple of topics I have been pondering myself for some time. More on this topic (What's this?) Eddie Lampert Recommended Reading Added to ValueWalk [...]
AUTHOR: Jim Rogers RATING: 6 of 10 Highlights Clear, concise writing style makes for quick reading. Good introduction for those unfamiliar with the China story. Despite Rogers’ tendency for fast quips during media appearances, on paper he tends to provide more facts and figures to support his arguments. Provides a wide survey of different industries [...]
AUTHOR: Martin Whitman RATING: 8 of 10 REVIEW by Davy Bui . Select Highlights One of the few books to address stock investing from a real-world perspective — i.e. the payoff (or “bailout” as Whitman calls it) vs. a stock’s theoretical value. Whitman gives the reader a more nuanced look into stock analysis than most [...]
AUTHOR: Susan Shirk RATING: 10 of 10 REVIEW by Davy Bui . Select Highlights More on this topic (What's this?) Where the Chinese are Putting Their Money (Money Morning, 4/16/12) Stable Oil Prices are the Key to Chinese Growth (Money Morning, 4/17/12) Is China's Economy Crashing? (Wealth Daily, 3/17/12) Read more on Investing in China [...]
