There is an old parable about a boiling frog. If one is put directly into boiling water, the frog will perceive the danger and jump out. But if put in room-temperature water that is gradually heated, the frog won’t perceive the change in temperature and will just stay in the water until its death.
It is a common way to explain to people that they need to monitor gradual changes as well as severe ones.
Boilingfrogs.info does a great job tracking the stories that seemingly got dropped off your Bloomberg scroll but still can burn your portfolio.
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The problem with many financial blogs I find is that they seem to mainly offer brief comments on the day's major headlines. While these are helpful in giving the day's news some context, I had been pining for a fellow buysider to offer a submarine-deep dive into specific stocks.
I found it in Bronte Capital.
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Most bloggers out there see their role as a one-man soap box—in which they can pontificate in a loud and singularly personal voice that breaks through the clutter and gives their readers no doubt where they stand.
When it works it is great, but many times it comes off as bombastic. Bloggers may feel obligated to take strong opinions when the evidence demands a more modest approach.
Continue reading "Blogs for the Buyside: Sober Look" »
Are you tired of the simple sound bites you hear on the Bloomberg regarding issues as dense and esoteric as central banks and currencies? Do you need some extra analysis from someone who has studied both different countries as well as different eras of U.S. economic history? Check out Edward Harrison's Creditwritedowns.com.
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Have you ever been confident in your assessment of the macro underpinnings of a sector but modest in your ability to provide insight into the potential of the specific companies in the sector?
That’s what I feel like with Alt-energy. For economic, environmental and political reasons it seems clear that the area will produce the next wave of billion dollar companies. But the science, legislation and competitive arena is perplexing.
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Did you ever want a website that combines an economist’s long-term perspective with a journalist’s ability to find the right headline and publish immediately?
That’s what I feel I get when I visit Bill McBride’s Calculatedriskblog.com. I go there every morning to see his analysis on the latest economic data. His graphs are simple but illuminating, his analysis firm but measured, and the readers offer sharp and constructive comments of McBride’s work.
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