10 Friday AM Reads

My early morning reads, hand selected from our fine cellar of thought provoking concepts:

• ​The Desert Island Portfolio (Research Affiliates)
• Age of Bullshit Investments Is Back! (NY Mag) see also How to Make Money for Nothing Like Wall St (The Atlantic)
• Process and Performance (Above the Market)
• What Happened to the Part-Time Employment Story? (A Dash of Insight)
• China: Superpower or Superbust? (National Interest)
• Eric Holder Finally Gets Tough on Banks (Bloomberg)
• 18 Signs Economists Haven’t the Foggiest (Unlearning Economics)
• Missing “Why” of iPad (Stratēchery) see also iPads, price + self-selection (Benedict Evans)
• 932-page tome on Beatles is 1st of 3 volumes aiming to be a definitive history of Fab Four (WSJ)
• This is what I want for my birthday next year: Montana Dueling Dinosaurs Fossils (Bonhams)

What are you reading?


Forward Guidance 

Source: Bespoke Invest

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