More Hot Links for Weekend Reading… Irrational Exuberance making a comeback in the rally? (NYT) Surprise! Jim Grant (Interest Rate Observer) is bullish. (InfectiousGreed) Saltwater vs Freshwater schools of macroeconomic thought, redux. (BronteCap) This weekend’s big story: The David K. Levine response to Krugman’s failure of economics piece. (HuffingtonPost) Survivor Bias as it relates to…
Freakonomics
Breakfast Links: SAC, Teenagers & Buy and Hold
Stuff I’m Reading this Morning… Larry Kudlow hosted a debate between Prof Jeremy Siegel and Barry Ritholtz about Buy and Hold. (TBP) Securitizing Teens? Someone with too much free time discusses paying teachers based on the earnings of their former students. (Freakonomics) Calpers no likey the ratings agencies! (NYT) Peter Barnes of Fox Business and…
