This is the latest installment in my efforts to highlight some of the interesting posts I have recently run across – so you won’t have to go chasing them down yourself. This week’s links have more of a fundamental flavor than usual, but I wouldn’t necessarily read anything into that…
- Yaser Anwar interviews Michael Mauboussin, the author of one of my favorite investment books, More Than You Know: Finding Financial Wisdom in Unconventional Places (note to self, I need to publish a recommended reading list one of these days)
- Paul Kedrosky reminds us that we are in a six year bull market for art – or is it a bubble?
- Sheldon McIntyre at Profiling Leadership notes that the PCVXO is flashing a buy for the first time since June 2006 (I will weigh in on the PCVXO and similar constructions in the near future)
- Jeff Matthews recounts stunned analyst Michael Alberman of Credit Suisse going speechless over the announcement of a $389,000 annual price tag for treatments with Alexion's new 'super orphan' drug, Soliris (so much for that new Lamborghini Murcielago LP640...)
- Michael Shedlock gets under the hood in a debate about whether the Fed is ‘pumping money'
- Am I the only one thinking what Andy Swan is thinking: that now is the time is get massively short on AAPL?
- Finally, this week I wish to make special mention of three blogs that should be required reading for everyone who is serious about improving their trading, with a particular emphasis on psychology: