dcollon

No, I didn't find it highly critical of business.

merkhet, I didn't like it as much as Cable Cowboys, since that was mostly about John Malone and I'm a huge John Malone fan. However, it highlighted a lot of the other players in the business during that time frame and how they all interacted, which was interesting to read.

[amazonsearch]The Billionaire Shell Game: How Cable Baron John Malone and Assorted Corporate Titans Invented a Future Nobody Wanted[/amazonsearch] This was a great read if you are interested in John Malone or the history of the cable industry. L.J. Davis is a good story teller and highlights all the "big" players in the cable / telecom industry in the 70's, 80's, & 90's.

[amazonsearch]A Few Lessons from Sherlock Holmes[/amazonsearch] This was a great quick read. You will probably remember that Peter Bevelin also wrote Seeking Wisdom from Darwin to Munger.

Interesting article from Keynes. Sorry if it's already been posted, but I searched and couldn't find it. http://www.econ.yale.edu/smith/econ116a/keynes1.pdf

http://www.businessinsider.com/klarman-to-return-investor-money-2013-9

I love articles like that...thanks wescobrk.

From WSJ http://online.wsj.com/article/SB10001424127887323981304579077442028100408.html?mod=WSJ_hp_LEADNewsCollection

Thanks afloridian, but it still doesn't seem to work. No worries, I will work on it over the weekend.

Sorry, for this (kind of off topic) question. Does anyone else have a problem with CNBC video's not loading in their browser?

Interesting Op-ed What_Putin_Has_to_Say_to_Americans_About_Syria_-_NYTimes.pdf

Stanley Druckenmiller on Bloomberg http://www.bloomberg.com/video/stan-druckenmiller-on-entitlements-fed-strategy-APL5~64SR1Ks2zqP6s6g7w.html

Brief highlight of Byron Trott's involvement with Koch and Molex http://stream.wsj.com/story/latest-headlines/SS-2-63399/SS-2-320844/

Interesting perspective from the Washington Post on the Jobs numbers today http://www.washingtonpost.com/blogs/wonkblog/wp/2013/09/06/is-pornography-killing-the-economy/

Rail Traffic Surges To 5-Year High From SeekingAlpha http://seekingalpha.com/article/1677702-rail-traffic-surges-to-5-year-high

stahleyp, I found these comments from the fall of 2009. "Hence the explosive rally in the equity markets this year should not have come as a surprise to our readers. The cyclical indicators after all turned up around December time (for the ECRI and the Conference Board) and a touch later for the OECD leading indicator (see chart below). But, having flagged up so strongly that one should tactically become a buyer of equities on the upturn of these indicators, I failed to follow my own advice! To be perfectly honest, as the market powered ahead, I, like so many others, waited for the pull-back that never arrived. Do I feel like a grade 1 moron? Yes, I most sincerely do. Should I be beaten mercilessly to within an inch of my miserable life? Definitely."

stahleyp, He has been negative for a long time, here is a brief quote from something he wrote in December of 2007. "The global credit crunch has been advancing, prompting this week’s co-ordinated central bank action. Personally I believe it is too late. If the US is not in recession already, it is very close. This will get a lot, lot worse before it gets better. Only the national anthems have finished. The game has yet to start." I would have to sift through his comments in late 2008 and 2009 to see if he ever said to buy some equities.

Noted Indy.

Great article. Thanks for posting it.

I'm always amazed at how poorly Paulson speaks. He mumbles and stumbles through almost every speech I have seen him give.

Forgive me if this was already posted. 1975 memo from Mr. Buffett to Mrs. Graham http://www.scribd.com/mobile/doc/160301289

From Seeking alpha: Buffett boosts stake in GM, Chicago Bridge, dumps Gannett, Mondelez, Kraft Berkshire Hathaway (BRK.A, BRK.B) files its Q2 13-F. Key increases: GM +60%. CBI +46%. VRSN +33%. BK +30%. USB +27%. NOV +18%. Key decreases: CGI -100% (sold all). MDLZ -91%. KRFT -87%. MCO -12%. GSK -2%. New: $23M stake in DISH. $524M stake in SU.

Southwest Securities' Mark J. Grant is building an ark this morning: Diseased nature oftentimes breaks forth in strange eruptions." -- William Shakespeare It is an odd affair these days made odder by the political desires of those that control the switches. I speak only for myself and not anyone else when I tell you that my senses are heightened by the behavior of the governments across the planet these days. Before I was a skeptic. Now I am a non-believer. "No hard feelings about that time in the Crucible when you mixed my salts and I was nearly blind for a day. No. No, really, drink up!" -- Patrick Rothfuss, The Name of the Wind The worst offender is China, followed by Europe and then it would be the United States in last position. Made up numbers, fantasy figures, smoothed out data are all the bread and butter of each region. Every third headline in the last twenty-four hours is that "Europe is out of recession, France is out of recession, Germany is out of recession, France and Germany are out of recession, Germany and France are out of recession" as the public relations army of Europe is in full tilt. Watch carefully because after the German elections there will be one coercive correction after another that will be buried in the small print. "The difficulty lies, not in the new ideas, but in escaping from the old ones, which ramify, for those brought up as most of us have been, into every corner of our minds." -- John Maynard Keynes It is the central banks that are running the world, it is the governments that are distorting events and we are left, like homeless children, to accept the succor that is provided. Because there is no choice I am stuck eating their food but I do not accept the fantasy on the package naming the ingredients. It is a collective attempt to Bamboozle! It was on May 22 when the great and powerful Fed Chairman suggested tapering that I responded within five minutes, "Take money off the table." If you did not follow my advice and you left everything alone then you have lost 9.00% of your money or 9.00% of the value of your portfolio if you were invested in long Treasuries. Nine percent. Poof! Now where are we now? We have Hindenburg Omens flashing in clusters, very low volume in equities, yields for long bonds that have spiked as prices have been quashed, spreads that have widened, my "Drop Dead Day," the German elections a month away, leverage in the stock market at all-time highs, corporate earnings flat to down and a barrage of data out of China and Europe that I do not trust or believe. This is not God's country. Open your eyes; this is the Devil's playground. Now there was a time before the Great Flood came when Noah built his Ark. First he built the boat and then he gathered all of the animals upon it so the story goes. One may only imagine the number of people that made fun of him and laughed at his endeavors. However, in the end, as we all know now, Noah had the last laugh. Today you can make a choice. I am building my Ark. I rest upon the bedrock of "Preservation of Capital. Laugh all that you like. We will see just who floats in the end

Sorry, but based on the day and how much I enjoy this commercial I had to post it. http://www.youtube.com/watch?v=kWBhP0EQ1lA

As I watched the trading in AMR today, I thought of this...