Six Months of Nothing

http://www.arpinvestments.com/downloads/Absolute-Return-Letter/2014/The%20Absolute%20Return%20Letter%201014.pdf

Jim Grant on Argentina

http://blogs.cfainstitute.org/investor/2014/09/23/exit-of-argentinas-president-offers-value-opportunity/

The 2 and 20 Index Fund

http://www.bloomberg.com/video/clifford-asness-on-hedge-funds-investment-strategy-UwR3b69nQ1uCNN9~EEpYCA.html

The multifamily Boom

http://blogs.cfainstitute.org/investor/2014/09/03/multifamily-housing-is-booming-and-it-doesnt-look-like-a-bubble/

The mutual fund observer

http://www.mutualfundobserver.com/2014/10/october-1-2014/

Shareholders Right to the cash

http://bankstocks.com/reminder-shareholders-should-get-the-profits/

Good and bad buybacks

http://aswathdamodaran.blogspot.com/2014/09/stock-buybacks-they-are-big-they-are.html

More QE ahead?

http://www.richardduncaneconomics.com/why-the-fed-will-launch-another-round-of-quantitative-easing/

Julian Robertson on Bloomberg

http://www.bloomberg.com/video/julian-robertson-william-conway-markets-private-equity-JJTQxqmoS4erFLS7TRmczA.html

Icahn can wait

http://dealbreaker.com/2014/10/carl-icahn-will-wait/

How to give an activist presentation

http://www.cnbc.com/id/102046334

The return of Gekko

http://time.com/money/3450877/activist-investors-raiders/

Seth on Value

http://www.valuewalk.com/2014/09/seth-klarmans-value-investing/

Community bank stock activists

http://www.valuewalk.com/2014/09/activist-funds-banks/

Big Lies

http://www.gurufocus.com/news/277706/2-big-fat-lies-value-investors-like-to-tell-themselves

The reward of Risk

http://www.globest.com/news/12_958/national/employment/For-Payoffs-Risk-is-Necessary-351066.html?ET=globest:e44401:41042a:&st=email&s=&cmp=gst:National_AM_20141002:editorial#.VC7IPBRc5ss.twitter

The danger of chasing returns

http://www.stlouisfed.org/on-the-economy/the-cost-of-chasing-returns/?utm_source=Twitter&utm_medium=SM&utm_campaign=Twitter

Hotel cap-ex explosion

http://www.globest.com/news/12_954/newyork/hotel/Hotels-Will-Break-Records-on-CapEx-This-Year-350750.html?ET=globest:e44345:41042a:&st=email&s=&cmp=gst:New_York_AM_20140929:editorial#.VCllLlXNs3M.twitter

Stories from the trenches

http://explosiveoptions.net/trading-stories-ebook/

The Herro Way

http://www.bloomberg.com/news/2014-10-03/value-investing-the-david-herro-way.html

Troubled supermarkets

http://www.washingtonpost.com/news/business/wp/2014/10/03/why-supermarkets-are-in-trouble/

Keep it simple

http://blogs.hbr.org/2014/10/when-a-simple-rule-of-thumb-beats-a-fancy-algorithm/

Rationale Complacency

http://www.roubiniblog.com/2014/10/markets-rational-complacency-by-nouriel.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%253A+NourielRoubiniBlog+%2528Nouriel+Roubini+Blog%2529#.VC8c3gXGNmU.twitter

Proverbs of Wiswell

http://www.dailyspeculations.com/wordpress/?p=9693

WMY and banking

http://www.benzinga.com/analyst-ratings/analyst-color/14/09/4879777/will-wal-mart-stores-inc-really-give-banks-a-run-for-the

Win the game

http://us5.campaign-archive2.com/?u=ca6ae38471d227b05e07a47e9&id=94dee6cb0b

The Michael Burry case Studies.

http://csinvesting.org/wp-content/uploads/2013/07/Michael-Burry-Case-Studies.pdf

Some of Mine this week

Watching Earnings season

http://investorplace.com/2014/10/q3-earnings-season-stocks-to-buy/

Depressed Energy

http://investorplace.com/2014/09/energy-stocks-oil-services-tdw-glf-mdr/4/

Big Money, Oil Wars and Playoffs

http://www.marketfy.com/content/59181-big-money-oil-wars-and-the-playoffs

Interview with Pacific Mercantile CEO

http://www.marketfy.com/content/59311-fantastic-interview-with-pacific-mercantile-ceo

Dirt Cheap and Regulatory Burdens

http://www.marketfy.com/content/58635-dirt-cheap-regulatory-burdens-and-game-163