We’ve just completed an interview with Miguel Barbosa of the wonderful Simoleon Sense. Go there now, and get trapped in an endless loop as you are recirculated back here and so on.
A way a lone a last a loved a long the riverrun
October 28, 2009 by Tobias Carlisle
I have already checked out vonmises.org which looks very interesting. I am more of a digest all in one bite kind of guy, despite what I do at my own blog.
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As a fan of yours since you started, I was delighted to see the interview. It answered some questions about your analysis background and how it is so rigorous. I have also thought that a macro outlook is important in a value investing context, but I have not yet read the Austrians. Taleb refers to Hayek a lot, so I suppose I will start with him. OR would you suggest someone else.
Thanks for the insights.
Ra’uf
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Thanks, Ra’uf. Bastiat’s essays are engaging, particularly “That Which Is Seen and That Which Is Unseen”, and Hazlitt’s “Economics in One Lesson” is a good place to start – it’s a longer version of “That Which Is Seen and That Which Is Unseen”. A great deal of Austrian literature is available free on the http://www.vonmises.org site. The site also has shorter, bite-sized blog posts, which are great for seeing a current application of the principles.
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Great recommendations. I cut my teeth on Economics in One Lesson. Another good one is The Mainspring of Human Progress by H. Grady Weaver. And if you are looking for something that gives an Austrian perspective on the current economic situation, check out Meltdown by Thomas Woods. Both of these are quick reads.
Greenbackd, I had no idea that you are a recovering attorney. I definitely see how an attorney’s way at looking at documents could help in your financial analysis. I am a 3L and will go into tax after LLM graduation.
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Phillip,
“Recovering attorney” is a great description for what I am, and, if you don’t mind, I’m going to appropriate it for myself. As an ex-corporate lawyer, it’s hard for me to think about stock (or any security, for that matter) as anything other than that which it is from a lawyer’s perspective, a bundle of contractual and statutory rights. I think that’s why EMT / EMH has no appeal. If you have a deep value-related post on tax, I’d be more than happy to run it.
G
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Please, appropriate away. It’s the least I can do in return for the great education I have received from this great blog.
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