Archive for February, 2010
The Simon/Ehrlich Bet
February 18th, 2010Paul Kedrosky wrote a blog post on his Infectious Greed site on the famous Simon/Ehrlich bet. Here is a snippet:
“After a decade of soaring commodity prices, plus related worries about resource scarcity, in 1980, Paul Ehrlich, a dour population ecologist, took up Julian Simon, a cornucopian economist, on a bet. Ehrlich (on paper) put equal […]
Jamie Oliver’s TED talk
February 16th, 2010Best quote from the video: “We spend $150 billion a year on healthcare costs related to obesity.”
Parody of CNBC
February 12th, 2010This is a great parody of CNBC:
Moishe House in the NY Times
February 11th, 2010As I have written before I’m on the board of Moishe House foundation. The New York Times just profiled them in a wonderful write-up. Here is a snippet:
REBECCA KARP, Brian Cohen, Danielle Hardoon and Alissa Worly, all of whom are in their 20s, share a spacious red-brick house in Philadelphia. It rents for $3,200 a […]
Hugh Hendry on Greece and the Euro
February 10th, 2010I’m quickly becoming a huge fan of Hugh Hendry.
Investor A.D.D.
February 9th, 2010From 1940 to 1980, the average holding period that investors held on to stocks was as high as 10 years to as low as 4 years. Then in the 1980s, the holding period started to fall to as low as 1.5 years in the late 1980s, before a brief bounce to two years in the […]
Roundtable Investment Video
February 8th, 2010Run to watch this investment roundtable from Russia with Marc Faber, Hugh Hendry and Nassim Taleb. It is fantastic.
I cannot recommend this hour long video enough.
Investment Roundtable from Russia
The First Tycoon: Cornelius Vanderbilt
February 4th, 2010“The First Tycoon: The Epic Life of Cornelius Vanderbilt” written by T.J. Stiles is one of the finest biographies I have ever read. Not only is the Cornelius Vanderbilt’s life an amazing and exciting one to follow, but the level of research and the way that Mr. Stiles narrates the story, makes this clear why […]
China’s Property Bubble
February 3rd, 2010This is a must watch video from Jim Chanos on the property bubble in China. My favorite line:
“There is roughly 30 billion square feet of non-residential property under construction in China. This means that there is enough office space being built to have a 5 by 5 foot cubicle for every man, woman and child […]