Mortgage-Backed Securities and the Financialization of American Life
Moving Beyond Buffett and the Search for New Investment Thought
Daniel Peris on the "Retreat of Dividends"
Michael Mauboussin's "Shift Happens" an exploration of Complex Adaptive Systems applied to Capital Markets
Jay Newman, Walter Wriston & David Graeber on Sovereign Debt, China and what it means "To Believe"
Orange County's Bankruptcy, Bob Citron & DE Shaw on leverage and blowing up
Skilled investment in a world of passive assets. Charles Ellis, John Maynard Keynes, Howard Marks and Tommy Armour on the practice of not being average.
The Commodity Cycle with Pilgrim's Pride, Leucadia National and Fortescue Metals
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