LRI Newsletters

The Big Picture - June 13, 2010 An overview of global capital markets
Market Perspective May 9, 2010 A quick overview of the markets
A Mountain and a Molehill A note on the massive debt overhanging economic recovery
Investment Lessons from the Crisis of 2008
Long Run Investor October 2008 It's about time, not timing
Long Run Investor July 2008 The case against market timing
Long Run Investor October 2007 Return of volatility; measuring risk
LRCM Bulletin August 5, 2007 Comment on the correction
LRCM Bulletin August 16, 2007 Moral hazards and smart money
Long Run Investor July 2007 What do you want from life?
Long Run Investor June 2006 Spring 2006 collapse; Commodities -yes or no?
Long Run Investor March 2006 Asset allocation; charitable giving strategies

Outside Reading

Jim Paulsen in Barron's 2010_2_15 Views of an optimist
Real Estate Train Wreck Interview with successful RE investor
Tudor Gold Analysis Thoughtful assessment of gold's attraction
El-Erian FT Commentary 2009_11_5 How to fill the gaps left by dollar decline
Janet Yellen Speech Sep 14, 2009 Straight talk from SF Fed Prez
Marks/Oaktree Memo July 2009 "So much that's false and nutty"
Grantham Memo July 2009 "Waiting for markets to be silly again"
Pimco Investment Outlook June 2009 Bill Gross on Staying Rich in the New Normal
The 33 Trillion Dollar Question Commentary from Absolute Return Partners (UK)
How to Survive and Succeed Through a Bear Market Commentary from John Montgomery of Bridgeway Funds
Hussman commentary 2008_10_13 Long bearish, Hussman sees positive signs
Malkiel in WSJ 2008_10_13 Burton Malkiel, author of Random Walk Down Wall Street
Insanity of Markets NYT 2008_10_11 Joe Nocera column from New York Times
John Hancock Market Perspective Historical perspective on market volatility