Monday, 31 August 2015

Intuit looking to sell Quicken

http://techcrunch.com/2015/08/25/more-layoffs-for-intuit-as-company-continues-realignment/

Thursday, 27 August 2015

Asset allocation - a key component of a successful investment strategy

Good introduction and overview of asset allocation. From Vanguard, in PDF format:

(link)

Sunday, 23 August 2015

The story of the trade of the century

http://priceonomics.com/the-trade-of-the-century-when-george-soros-broke/

Thursday, 20 August 2015

Shane Oliver's analysis

http://www.ampcapital.com.au/article-detail?alias=/olivers-insights/august-2015/the-correction-in-share-markets

The interesting bit is the chart of seasonally adjusted market prices.

Tuesday, 11 August 2015

Smartphone landscape of China

Golden days are probably over for Apple. Xiaomi and Huawei lead the way in the largest smartphone market in the world.

http://www.mauldineconomics.com/connecting-the-dots/xiaomi-the-apple-iphone-killer

Monday, 10 August 2015

Thursday, 6 August 2015

Reflexivity in financial markets

The most successful investor in the world explains how Reflexivity manifests in the financial markets. The interesting fact is that it contradicts the prevailing theories of the time - Efficient Markets theory, Rational Expectations, and so on.

https://youtu.be/RHSEEJDKJho

Lessons from George Soros

https://www.caseyresearch.com/articles/23-investing-lessons-from-george-soros