[Market Madness] A series of financial musings
An ongoing collection of thoughts and insights from others in the financial world.
Welcome to my financial musings!
Here, I will report out my findings, insights and thoughts regarding various financial and economic content that I consume. These will come in the form of bulleted thoughts/notes or notable quotes from papers, twitter threads, and/or other resources. I do not take ownership of any of the intellectual property below, but I will provide my $0.02 when I learn something new.
Don’t be alarmed by any blank areas, this is an ongoing project.
Let’s get into it.
Informative Threads
Single Topics
Commoditizing financial access
Most Important Investing Conversation of 2020
Law of Unintended Consequences
Compounded Annual Growth Rate (CAGR)
Geometric Sequences and Geometric Thinking
Bond Volatility and Equity Market Impact
Observations of a Retired Stock Analyst
Treasury Bonds and Rising Yields - Morning Brew
Long Term Investing v Volatility
Volatility and Risk Relationship
Most Exciting Period in VC History
10 Great Threads for 100 Good Books
Earnings Growth v Return on Capital
The Rate of Return on Everything
10-K Diver - St. Dev and Mean Absolute Deviation
BIS Government Bond Statistics
Customer-based Corporate Valuation
The impact of intangibles on base rates (MBI)
Eric Ervin - Life Lessons in Finance
MBI - The value of a newsletter
Titan - Zebra Financial Markets
Cem Karsan - Struggle between Freedom and Autocracy
10-K Diver -- Cash Flows v. Earnings
Darren - Retail Bond Investors and Credit Ratings
Mr Buyside - Quality Factor Investing
10K-Diver - Thinking Multi-dimensionally
Sidecar Capital - Sidecar Investing
10K-Diver - Asset Prices, Interest Rates, and Inflation
MBI - Rate of Change in Technology
Full Archives
Thread of Threads by Reformed Trader
Novel Retentions
Notes by Reformed Trader
Reminiscences of a Stock Operator
Inside the House of Money: Top Hedge Fund Traders on Profiting in the Global Markets
Structure of Scientific Revolutions
More Money Than God: Hedge Funds and the Making of a New Elite
How Money Became Dangerous: The Inside Story of Our Turbulent Relationship with Modern Finance
Buffett: The Making of an American Capitalist
Dark Pools: The Rise of the Machine Traders and the Rigging of the U.S. Stock Market
Little Book of Market Myths: How to Profit by Avoiding the Investing Mistakes Everyone Else Makes
Invisible Hands: Top Hedge Fund Traders on Bubbles, Crashes, and Real Money
Flash Crash: A Trading Savant, a Global Manhunt, and the Most Mysterious Market Crash in History
Hetty: The Genius and Madness of America's First Female Tycoon
Inventing Money: The Story of Long-Term Capital Management
The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets
The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution
In Defense of Troublemakers: The Power of Dissent in Life and Business
Underwater: How Our American Dream of Homeownership Became a Nightmare
The Richest Woman in America: Hetty Green in the Gilded Age
Street Smarts: Adventures on the Road and in the Markets
Best Practices for Equity Research
The Man Who Knew: The Life and Times of Alan Greenspan
Research and Research Papers
Coming soon!
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