10 Weekend Reads ( + AAII seminar and Lowry's Research)

This morning I attended an AAII seminar that promised to teach us how to efficiently and effectively read market signals so as to get out before a slump to avoid the disastrous draw downs, but also to get back in when the market is rising so as not to forego profits.  The speaker had come to Detroit all the way from Dallas and despite having a disorganized 3-hour long presentation (which is the way most of these seminars tend to go) which resulted in his being unable to articulate his final conclusions before time was up, he still stated a number of worthwhile concepts.  Since his PowerPoint presentation was so tiny it was next to impossible to read, I really hope he makes good on his promise to send the slides on email to anyone who requests them.  I will be quite anxious to study this in much more detail.

Though I wasn't terribly impressed by the quality of the presentation, I did find it quite fascinating that the strategy he was outlining bore an uncanny resemblance to the "Deserted Island Model" from Heritage Capital Research that I briefly discussed on October 7th in this blog.  On that date, I provided a link with much more information on their web site.  FYI, today's AAII seminar was presented by NorAm Asset Management and they are happy to provide one-on-one training on request as well as a free copy (I assume) of today's slideshow.  Much more information can be had at www.noramasset.com.

Meanwhile, today's posting is the Saturday weekend reading list from Barry Ritholtz.  The article that really caught my eye was "How An F Student Became America's Most Prolific Inventor."  At some point in the future, I will write much more extensively about how today's F students can be turned into tomorrow's geniuses.  Also since the day was spent studying investment strategy, Ritholtz's weekly radio podcast bears a serious look, an interview with one of the longest standing and most reputable stock analysts in the country, Paul Desmond of Lowry's Research.

10 Weekend Reads

by Barry Ritholtz - October 24th, 2015, 7:00am

After this past week, you deserve to kick back with a strong cup of joe, and enjoy our longer form hand curated weekend reads:

• The Rise and Fall of John DeLorean (Longreads)
• How an F Student Became America’s Most Prolific Inventor (Bloomberg) see also Venture Capital and the Internet’s Impact (Stratechery)
• The tipping minefield: who actually pockets your cash? (The Guardian)
• Will the Earth Ever Fill Up? (Nautilus)
• Terry Gross and the Art of Opening Up (NYT)
• Taylor Swift on People Who Call Her “Calculating” (GQ)
• She Kills People From 7,850 Miles Away: Her name is ‘Sparkle.’ She operates a drone. (Daily Beast)
• Can ESPN Solve Its Grantland Problem? (Vanity Fair)
• Another Nail in the JFK Conspiracy (NeuroLogica)
• What is life? If we met new life – on this planet or the next – would we know it when we saw it? (Mosaic)

 MiB: Paul Desmond of Lowry’s Research | The Big Picture