dcollon

Re: Capital Gains on House Sale http://www.kiplinger.com/article/taxes/T054-C000-S001-tax-planning-for-selling-your-home.html

Well, I took a shot and bought this book and really enjoyed it. It is great from a historical perspective and it's amazing to read about what was happening inside of ACC and Lincoln Financial in the 80's. I didn't realize all the ties between Charlie Keating, Michael Milken, Ivan Boesky, etc... I would highly recommend the book.

WSJ: Farmers Grow Worried The coldest, snowiest winter in years bogged down the rail system, the chief means of transporting crops when rivers freeze across the northern U.S. Plunging temperatures forced BNSF Railway Co., Canadian Pacific Railway Ltd. and other railroads to run shorter trains, increasing traffic on tracks spanning the Midwest. Farmers_Grow_Worried.pdf

It was very interesting to see the link between the anonymous donors and Ed Thorp. I loved learning about Ed Thorp in Fortune's Formula. Thanks for posting the article.

Thanks for posting

Thanks to ValueWalk http://www.valuewalk.com/2014/04/jeff-ubben-cliff-robbins-barry-rosenstein-search-alpha/?utm_source=mailchimp&utm_medium=email&utm_campaign=EMAIL_DAILY&utm_content=quick_link

Thanks to ValueWalk http://www.valuewalk.com/2014/04/rare-interview-ken-griffin/?utm_content=quick_link&utm_medium=email&utm_campaign=EMAIL_DAILY&utm_source=mailchimp

Thank you for posting the video. It was very interesting to hear his review of the investment thesis/process.

http://www.bankstocks.com/ArticleViewer.aspx?ArticleID=6709&ArticleTypeID=2

I would like to hear what Charlie really had to say about it.

Thanks for posting the letter

http://www.bloomberg.com/news/2014-04-14/berkshire-to-celebrate-cinco-de-mayo-with-fiesta-ducks.html

Charles Schwab's view on HFT: http://pressroom.aboutschwab.com/press-release/corporate-and-financial-news/schwab-statement-high-frequency-trading

Some comments from Liquidnet http://memberengagement.createsend4.com/t/ViewEmail/j/0B913C57CBF706B1/DDF61C646BBC251C0F8C96E86323F7F9

Brief comments about Reinsurance pricing from Barclay's April_Renewals.pdf

From WSJ this morning High-Frequency Hyperbole - By Cliff S. Asness and Michael Mendelson High-Frequency_Hyperbole_-_WSJ.pdf

[amazonsearch]Trust Me: Charles Keating and the Missing Billions[/amazonsearch] Has anyone read this book? I was reading in the NYT this morning that Mr. Keating passed away. The article mentioned the book and I wanted to see if it was worth reading to learn more about the history of this event. Thanks in advance.

CNBC discussion on HFT with Lewis and others. Thanks to ValueWalk http://www.valuewalk.com/2014/04/katsuyama-vs-obrien-heated-hft-debate-full-video/?utm_source=mailchimp&utm_medium=email&utm_campaign=EMAIL_DAILY&utm_content=quick_link

From NYT Magazine (see attached) The_Wolf_Hunters_of_Wall_Street.pdf

That was a fantastic presentation. Thanks for sharing it.

[amazonsearch]Influence: The Psychology of Persuasion[/amazonsearch] This book has been out for quite some time, but I wanted to recommend it. I thoroughly enjoy how Cialdini writes and the topics he focuses on.

Thanks to Value Walk: Horizon Kinetics: Corporate Risk Reduction http://ify.valuewalk.com/wp-content/uploads/2014/03/Mar-2014-Commentary_FINAL.pdf

I know some on the board enjoy reading Malcolm Gladwell commentary, so I thought I would post this from the New Yorker http://www.newyorker.com/reporting/2014/03/31/140331fa_fact_gladwell?currentPage=all

I thought Mr. Gilbert asked the best questions during the interview. They should have him back whenever they have an intelligent guest. That way we wouldn't have to listen to Mr. Kernen's stupidity. Thanks for posting the transcript.

Thanks to Farnam Street Robert L. Joss, Professor of Finance and Dean Emeritus of the Stanford Graduate School http://www.farnamstreetblog.com/2014/03/last-lecture-series-10-life-lessons/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+68131+%28Farnam+Street%29