Raw land is nothing more than basic earth. Infrastructure investing is a reasonably hot space now, and one of the end results is more investment options for the regular investor. Instead, we end up with half-attempts at fixing problems. Paul Volker, considered by some to be the greatest American central banker, laments the lack of interest in fixing the serious problems by policymakers. It’s kind of too bad that governments did very little during the crisis to fix the problems. I don’t put much weight in either of these because I believe China has overcapacity in manufacturing/real estate/fixed assets and just don’t see the consensus scenario unfold until those problems are worked out. 14 – What are the 4 most important numbers to know about a stock? IF (and that’s a big IF because I know the quality and caliber of college economics courses) you remember Econ 101 correctly, when a market is flooded with TRILLIONS of dollars that means demand has gone WAY UP. So suppose you had that plan, and at the trough you recognised it as that, and you duly deployed new capital into the market.

Now that he is successful and has one of the biggest hedge funds in the world, can he adapt his strategies to handle all this capital? The curse of being too successful: Can John Paulson handle bigger portfolios? Review of Michael Lewis’ book, Big Short (The New York Review of Books): Haven’t read the book and probably won’t get around to it for a long time, so this review provides enough meat for the time being. Review of Evolution of God (The New York Review of Books): Likely controversial in the eyes of theists, this article reviews a book by Robert Wright that tries to map out how religion has evolved over time. They are trying to keep a higher rating for the muni bond business, while the structured product business tries to survive with an indepedent rating. The author of the book tries to explain religion through evolutionary psychology and game theory.

Can science explain religion? 5 years.) GuruFocus also provides 10-year data so that’s another source you can use. Analyzing companies using Value Line data (The Rational Walk): Ravi Nagarajan provides an overview of the Value Line stock report, along with items that investors should be paying attention to. Of course, some companies will adapt and maybe even shift their business to cheaper areas within China or elsewhere; but some won’t be able to. Wii sure would be great! Even adults like Wii’s! Especially video game playing economists! Yep, they SUUUUUURE love Wii’s!). I like how he, in this podcast, uses the analogy of a murder investigation to illustrate how the investigation can be tainted depending on the initial decisions you make. Whereas you are still trying to find that one insurance supplier World Health Organization will meet all of your insurance desires, look at Call Insurance initial. Before we look into what all this means, I should note that I haven’t looked into the details and hence am not sure if this chart is plotting total returns or only price returns.

Behind the scenes look at IKEA (Report on Business magazine): Always interesting to see how businesses are run. This industry should be one that seems like it will be useful in the future – any industries that are going to help China manufacture goods are likely to be good choices for investment. I haven’t read the whole article yet but it’s well-written and covers a lot of issues fundamental investors can use for other industries. Warren Buffett, for example, doesn’t care what the Federal Reserve does or what the future expectation of GDP growth in China is, but he reads a lot of industry journals (supposedly). As an example, this Fortune article points out how he is unable to exit his AngloGold Ashanti (AU) position with apparently no takers for his stake. Analyzing restaurants (The Street Capitalist): Tariq Ali writes an excellent article on his method for analyzing restaurants. I highly recommend this article to newbies, even if you don’t use Value Line.