Reading: Good For You, In Moderation
Okay, as I promised, I’d post on something I’m doing: catching up! Seriously, why do people keep writing kilo-worded articles? And all these must-read pieces… argh! Here’s what I haven’t gotten around to yet…
- The Weekend That Wall St. Died — The WSJ Journal piece that seems to be the answer to their three-part series on Bear Stearns.
- Fannie Mae’s Last Stand — Vanity Fair, in an effort to prove that they can write a lot of words about finance too, delivers 10,000 words on the G.S.E.’s end.
- Joe Nocera on VaR — Honestly, the fact that everyone read and commented on an article focused on VaR probably means I should get a less-nerdy blogroll. That being said, I can’t avoid the fact I’ll probably enjoy reading it.
- Two Part Op-ed from Einhorn and Michael Lewis — They should write a book. It can be called, “The New Profitable Thing: Fooling The Government All The Time”
- Judd Gregg’s Op-ed in the WSJ — Apparently, we (taxpayers) are making money hand over fist! Can I put more money with them?
- John Paulson’s Profile in Portfolio — The man put himself on the map and went from good, but not special, merger-arb to the king of the Fundhouse.
- The Reckoning — This series by the NYT goes int all sorts of topics. Really, though, NYT … China caused the crisis? Every article is lots of words.
- The End of Wall St. — Ugh. I know, should have read it by now. Sorry well-informed people.
- A Reasonable Query for AIG — Simply asks the question, “Where did the cash go?” I have no idea, I haven’t read it yet.
- AIG’s Bailout — A long article on it. That’s all I know.
- How India Avoided a Crisis — Joe Nocera talks about how India avoided … fine, you get it. Gotta be something worth knowing in here.
- How Spain Avoided a Crisis — It goes into some details about how they thought about the risks in the market and how they avoided the issues.
- Three Part Washington Post Series on AIG’s Collapse — By the end of this reading list I’m going to know every detail about the AIG bailout or the mainstream media should be vivisected.
- Anatomy of a Crisis — Profile of Bernanke and the crisis. It’s long and in the New Yorker, so it must be both worth reading and difficult to find the time and will to read.
- Euromoney Article on Lehman and Prime Brokerages — Once again, it’s long and it’s about a crisis. Must be worth reading.
- Banks vs. Consumers — In one corner you have lobbyists, PACs, and well-connected executives. In the other corner you have the people that actually elect the public officials who make that rules that will determine the outcome. Given that description, it has a surprise ending!
- NYT Advocates a Consumer Czar — This is just something I believe should be done. Hopefully they have facts I can arm myself with.
- Profile of Henry Blodget — This might actually remain on my list for a long time, since he never answers my emails. Although, Dan Frommer and I are Twitter pals, so maybe I’ll read it soon after all.
- Profile of Jimmy Cayne — I guess I’ll wait until I’m feeling down on myself…
- Inflation Swindles the Equity Investor — Not sure how this 1977 Warren Buffett article got on my list, but it hasn’t been on anywhere near as long as it’s been around.
- A Short Banking History of the U.S. — I have no idea how this got on there… NONE!
- A whole bunch of “Background of the Merger” sections from filings….
Argh. CliffsNotes… ?