hedge fund are having a hard time

http://www.bloomberg.com/news/2014-11-24/goldman-analysis-shows-hedge-funds-long-and-not-so-strong.html

Tldr buffet is still winning is bet a passive index of the s&p500 will beat a fund of fund

Mauboussin on short termism

https://doc.research-and-analytics.csfb.com/docView?language=ENG&format=PDF&source_id=em&document_id=1040753371&serialid=MXXRZ1vWj8sHZdnmFIZdmSY22un2Jqxx3S%2f8sq7KdYk%3d

The Difference Between an Investment Firm and a Marketing Firm

http://awealthofcommonsense.com/difference-investment-firm-marketing-firm/
The marketing firm does little or nothing to warn its clients that markets do not always go up, that past performance is almost meaningless, and that the markets are riskiest precisely when they seem to be the safest. The investment firm tells its customers these things over and over and over again

The cult of busy

https://medium.com/thelist/the-cult-of-busy-bbb124caed51
Busy can become a way of life. We’re seduced by all the incoming – the emails and text messages that make us feel wanted and important — stimulating our dopamine, as research shows, but in an exhausting, ultimately empty way. Busy has a dangerous allure. If your normal is busy, it’s tough to sit quietly with your thoughts or to really feel what you’re feeling. What if, instead, everything became a choice – how we spend time, who we respond to and how much or little we write? What if we recognized the difference between accomplishing our goals for the day and responding to other people’s requests? What if we learned to say no – a lot?

Lending club IPO is changing the game

http://bsr.london.edu/lbs-article/846/index.html

We now spend more time looking at mobiles than tvs

A hell of a shift in a short period of time
http://www.businessweek.com/articles/2014-11-19/we-now-spend-more-time-staring-at-phones-than-tvs#r=hp-ls

A good review of the sucess equation

http://managed-futures-blog.attaincapital.com/2014/11/18/the-success-equation-untangling-skill-and-luck/

definitely a must read book

Regulating actively managed ETF

http://nickdunbar.net/2014/11/17/regulating-financial-innovation/

Getting better at getting better

http://www.newyorker.com/magazine/2014/11/10/better-time

Focus & time off

In other words, twice a year, during the busiest and most frenetic time in the company’s history, he still created time and space to seclude himself for a week and do nothing but read articles (his record is 112) and books, study technology, and think about the bigger picture. Today he still takes the time away from the daily distractions of running his foundation to simply think.http://qz.com/231907/why-bill-gates-and-warren-buffett-are-so-successful-in-one-word/

how tesla negociated state incentives for the gigafactory

http://fortune.com/inside-elon-musks-billion-dollar-gigafactory/

Experience are worth more then you think

It's not how much you spend it's how you spend it

http://online.wsj.com/articles/can-money-buy-happiness-heres-what-science-has-to-say-1415569538?mod=e2tw

Attributes of a good investment process

An old presentation by Michael Mauboussin
http://analystreports.som.yale.edu/internal/Professional%20Reports/mikemauboussin92505.ppt

The mathematician who proved why hipsters all look alike

http://www.washingtonpost.com/news/storyline/wp/2014/11/11/the-mathematician-who-proved-why-hipsters-all-look-alike/

Q&A with howard marks

http://www.avcj.com/avcj/interview/2379668/q-a-oaktrees-howard-marks

Henry Singleton Resumed by Tren griffin

Definitely someone to study

http://25iq.com/2014/11/08/a-dozen-things-ive-learned-from-henry-singleton-about-value-investing-venture-capital/

Doing business in Japan

http://www.kalzumeus.com/2014/11/07/doing-business-in-japan/

Bill Gross on Inflation/Deflation

Tldr: We need the real economy to work financial engineering is'nt enough for prosperity

https://17eb94422c7de298ec1b-8601c126654e9663374c173ae837a562.ssl.cf1.rackcdn.com/Documents/advisor/Advisor%20Lit%20System/thought%20leadership/Bill%20Gross%20Investment%20Outlook/TL-Janus_Bill%20Gross%20Investment%20Outlook_Nov%202014_exp%2011.30.15v3.pdf

John Malone legendary investor

http://25iq.com/2014/11/02/a-dozen-things-ive-learned-from-john-malone/
http://www.bloomberg.com/news/2014-11-03/malone-gained-double-tax-break-in-liberty-address-shift.html

Why we're seeing eye-poping valuation in startups

http://techcrunch.com/2014/11/02/fundraising-acceleration-is-the-new-vc-investment-thesis/