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Book of the week: Griftopia: A Story of Bankers, Politicians, and the Most Audacious Power Grab in American Historyby Matt Taibbi

Community Bankers Trust (BTC) Sumzero idea of the week. If you want access to the 3500+ investment write-ups (and match the criteria listed here) email me, [email protected]

Why understanding the macro is so important for (value) investors.  (Pragmatic Capitalism)

Buffett Provides an Investing Education in 500 Words

Charting Banking XXII: three years after Lehman

100 Ways to Beat the Market #9: Cash is King!

hBuffett, Berkowitz And Chou Can’t All Be Wrong On The Banking Sector

‘No Doubt’ About Pressures in Australia Economy

Mahindra Satyam: A Taxing Problem (Final Draft)

Gaining by betting against flimsy Chinese firms

Can the World Still Feed Itself?

Job Growth Grinds to a Halt

S&P Rates Subprime Mortgages Higher Than U.S.

Bill Nygren Buys Google Inc., Walt Disney, Encana Corp., Sells Johnson & Johnson

Takeaways from SVP’s Recent Investor Conference Call

7th graders beat the market with simple principles

Preferred Stock Should Be Examined as a Liability

Invest with Style

Colefax’s exceptional year

The “dumb money” is still bearish.  (The Technical Take)

Algorithms are smarter than people until they start interacting with each other.  (The Physics of Finance)

John Bogle killed your portfolio.  (Phil Pearlman)

Dan Loeb’s Third Point Outperforming, Reduces Exposure Yet Again

Warner Chilcott Dispenses Healthy Retirement Pay…

A look inside the ratings agencies

Primer on craft brewers

Free As An Eagle

Pabrai 2010 AGM Meeting Notes

Follow up to the bond yield scenario during deflationary busts

Activism At GTSI

The Great Bank Robbery

Why Bill Ackman Bought More Citigroup (C)

August Shakes, Rattles, and Swirls

Merger Arbitrage Mondays – August 29, 2011

Financial Complexity, Part 1

Noise Free Investing’s Q2 2011 letter: Good review of Eddie Lampert’s buy in AutoZone.

Missed Opportunities

ITT spin part 1 – defense segment

Where I’ve gone wrong with spinoffs

Why Levies on High-Speed Trading Won’t Work

On Sale. 40% off my Highest Conviction Pick.

If You Only Invested Then…A Little Motivation for Now

Why Are Finland’s Schools Successful?

Risk management and sounding crazy