Saturday, September 02, 2006

Linkfest

It's weekend and linkfest time again.

1. Most of you must have heard of the term “Peak Oil” and the hypothesis behind "Peak Oil" which basically says that global oil production is now at or near its peak. Once oil production starts to decline, oil shock will follow and the price of a barrel of crude will spiral to $100 or more. Paul Kedrosky presents The Case For and Against "Peak Oil".

2. Bill Gross of Pimco gives an insightful view of the challenging time ahead for American baby boomers.

3. If you have seen the movie “The Perfect Storm”, you will know what rogue waves look like. The Abnormal Returns blog discussed about this in relation to large price movements (in the financial markets), which are more frequent than what the standard finance theory has taught us. “The (excess) returns demonstrate excess kurtosis or ‘fat tails.’ It is in these fat tails where we see destructive market events” or the rogue waves.

4. Todd Harrison, the founder and CEO of Minyanville offers you the five themes that he thinks will manifest in the coming five years.

5. The Confused Capitalist says all you need is a focused portfolio of just 10 stocks. He advises investors “to dive into your own stocks to both cull the weaker positions, and to add to those positions holding the best promise”.

6. Martin T. Sosnoff, the chairman and founder of Atalanta/Sosnoff Capital, which manages assets valued at USD 5 billion, has this to say about “The Inner Game Of Investing”.

Well, that's all for this weekend. Happy reading & Happy Merdeka.

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