Hottest Links: Taleb Life Advice, HF Fraud, Berkowitz Attacked, Edwards Back

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Hottest Links: Taleb Life Advice, HF Fraud, Berkowitz Attacked, Edwards Back

Hottest links for Thursday August 29th, 2013 (see Wednesday‘s edition of hottest links here). Top stories for the day include; Nassim Taleb offers some life advice on the topic of how to have a great day; BlackBerry Ltd (NASDAQ:BBRY) (TSE:BB) should NOT spin off BBM; Bruce Berkowitz attacked by Kiplinger’s; Will this stock experience a  take-under or a DOA Chapter 11, see below for the details; Some great advice on how to detect whether a hedge fund is a fraud, and is this big name fund suspect?; How bad was the bond sell off over the past few months? The data might surprise you; Where the value is in Europe, hint its not in the big cap stocks; ETF firm attacks the Fed over a research paper; Why is Kazakhstan losing soccer games? Look no further than the ban on sheep slaughter before games, say fans; BAML lists five catalysts which could cause a crash in the month of September; Albert Edwards is back and he is still bearish in case you are wondering; That and much more below!

Hottest Links: Taleb Life Advice, HF Fraud, Berkowitz Attacked, Edwards Back

Hottest Links: Stories

Nassim Taleb Offers 5 Ways To Have A Great Day

How Warren Buffett Went From Hating To Loving Banks

Berkshire Hathaway Warren BuffettSince the financial crisis, Warren Buffett's Berkshire Hathaway has had significant exposure to financial stocks in its portfolio. Q1 2021 hedge fund letters, conferences and more At the end of March this year, Bank of America accounted for nearly 15% of the conglomerate's vast equity portfolio. Until very recently, Wells Fargo was also a prominent Read More


Nassim Taleb, author of The Black Sawn and Antifragile, offers five different ways to have a great day. He does not mention trying to talk to him on Twitter (assuming he has not blocked you).  [Shane Parrish, Farnam Street]

Has 2013 Really Been a Bond Market “Slaughter”?

Everyone is acting as if the sell off in bonds was a slaughter. However, when looked it in percentage terms, the losses have actually been much lower then you might believe. [Cullen Roche, PragCap]

Spinning Off Blackberry Messenger Solves Nothing

BlackBerry Ltd (NASDAQ:BBRY) (TSE:BB) is considering a spin-off of BBM instead of an outright sale. Ivey’s blog gives some reasons why this likely will not work too well. [Liam Boluk, Ivey Business Review]

Words Have Consequences

Words have consequences, if only people were held accountable for their words in the financial media, the world might be a much better place. [Josh Brown, Abnormal Returns]

Bond ETF Trading Profits?

An interesting analysis of ETFs trading at discounts and premiums and what happens the next 30 days afterwards. [Wesley R. Grey, TurnkeyAnalyst]

Stock Market Selection Strategies

Some great screens from Meb Faber on the AAII, predicting what future returns will be, volatility and much more, check it out.  [Mebane Faber]

Datawatch Continues to Impress

Today Datawatch announced the completion for the acquisition of Panopticon. This acquisition provides Datawatch customers real-time Visual Data Discovery against the largest variety of data sources. Additionally positives there was a significant insider purchases reported of stocks such as Breeze-Eastern Corp (NYSEMKT:BZC), Datawatch Corporation (NASDAQ:DWCH), Kronos Worldwide, Inc. (NYSE:KRO) and Navarre Corporation (NASDAQ:NAVR). [Shadow Stocks]

Funds Gone Wild: ETF Firm Attacks Fed Economist

Hector McNeil, co-CEO of the U.K.-based leveraged ETF maker Boost ETP, last night slammed a research paper by Federal Reserve economist Tugkan Tuzun as ”a head-line grabber,” as if to suggest insincerity. Tuzun, authored a paper which said that leveraged ETFs’ could accelerate a stock market crash. [Brendan Conway, Barron’s]

Cambium Learning: A Stealth Take-under or a DOA Chapter 11 story?

I’ve painfully been involved as an investor in Cambium Learning Group, Inc. (NASDAQ:ABCD) since it merged with Voyager Learning in 2009.  Due to the small size and small float, this was an investment I only held in my PA. [ROICblog]

Don’t Get Sucked in by Fairholme Fund’s Great Long-Term Record

Bruce Berkowitz just re-opened his Fairholme Fund (MUTF:FAIRX) to investors and while his returns are great, this article cautions investors from buying  [Steven Goldberg, Kiplinger]

Five things that could shake markets, starting in September

BAML CEO Michael Hartnett says that he is a big believer in the great rotation, but gives five events which could cause equity markets to tank this coming month. [Barbara Kollmeyer, Market Watch]

Positioning for a European Recovery with Small Caps

European stocks have been performing well, and they might have more upside. Here is why investors should look at some small caps in the Euro-Zone. [Christopher Gannatti, Wisdom Tree]

How To Spot A Hedge Fund Fraudster

Hoyder Asia is a hedge fund firm based in Shanghai, with offices in Hong Kong and London and some $4.6 billion in assets. There is not evidence that these funds exist. Is the fund a fraud? An inside look from an expert on the topic, which provides some good insights on how investors can determine hedge fund fraud. [Institutional Investor’s Alpha, Amanda Cantrell]

Albert Edwards: EM rout is final tweet of the canary in the coal mine

Albert Edwards is everyone’s favorite bear. The famous SocGen analyst is out with a new report and he thinks bad things will happen in the coming months. His advice? Buy gold which is headed up to $10,000 an ounce. [Value Walk]

Not The Onion

Kazakhstan Football Fans Blame Loss on Sheep-Slaughter Ban

Soccer fans in Kazakhstan are blaming a animal rights groups for not making it into the UEFA Champions League. The fans allege that a ban on sheep slaughter is the cause of losses (maybe Borat has more material for next film)?  [Murat Sadykov, Eurasianet]

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