triple play

I’m busy today but wanted to call your attention to a triple play of things you don’t want to miss.

I’m reading Patrick O”Shaughnessy’s excellent Q2 commentary in which he asks the question, “Will value ever work again?” We’ve been clients (and friends) of OSAM for a long time and we love the way the firm’s evidence-based approach melds with its founders’ philosophical ideas. This is a really strong piece:

The Value Winter (O’Shaughnessy Asset Management)

Nick did this amazing thing about how the timing has to be in your favor in order to produce extraordinary things – world-changing inventions, big business successes, investment returns, etc. He’s a great writer, although I’m a bit biased because he’s also our head of analytics. But it’s really good, believe me.

The Right Place, The Right Time (Of Dollars and Data)

I loved this interview with Billy Joel posted yesterday to New York Magazine’s Vulture blog. There’s a lot of stuff in here about how to process criticism, knowing when it’s time to do something new, realizing the limitations of your own abilities and the current political situation. Billy Joel is Long Island’s Bruce Springsteen, or the Bob Seger of the East Coast, or the James Taylor of piano rock…whatever, he’s the man.

In Conversation: Billy Joel (New York Mag)