I apologize for having not put up the Sunday link-fest for several weeks. The Sunday link-fest actually takes me more time to do then most of my other articles, as I scan dozens of sites for the best articles; I simply did not have time. This week I got to it, and I plan on continuing it as regular for the future. As I mentioned earlier, I will keep the Consuelo Mack Interview as a separate post, unless it is not particularly high profile, interesting interview. This week I included it at the bottom, although it is quite an interesting topics.
This week’s link-fest has a special emphasis on the S&P downgrade of US debt. H/T to http://abnormalreturns.com/ for a lot of the great finds.
Qualivian Investment Partners Up 30% YTD; Long ORLY Thesis
Qualivian Investment Partners commentary for the second quarter ended July 30, 2020. Q2 2020 hedge fund letters, conferences and more “Short-term investors will accept a 20% gain because they didn’t spend the time to develop the conviction and foresight to see the next 500%.” - Ian Cassell Executive Summary Readers of investment letters fall into Read More
S&P will likely face a backlash due to their decision. (A Dash of Insight)
It is time to remove the central role of NSRSOs in the financial system. (Rajiv Sethi)
Sovereign defaults are ultimately political decisions, not economic ones. (Felix Salmon)
Character has long since dropped out the ’5 C’s of credit.’ (Interfluidity)
How should ratings agencies react to novel credit structures? (Aleph Blog)
What would happen to the ratings agencies if they lost their regulatory clout? (Crooked Timber)
T30 update: Into the valley of Death
Merger Arbitrage Mondays – August 1, 2011
Is Your Business Biased Against Innovation?
Wait and See, at a Cost
On this week’s Consuelo Mack WealthTrack, Consuelo talks to a financial thought leader who is challenging a bedrock principle of investing. Award-winning University of Chicago finance professor, Lubos Pastor explains why stocks are not necessarily best for the long run.