Buffett on WFC

http://money.cnn.com/2009/04/19/news/companies/lashinsky_buffett.fortune/index.htm

Chinese real-estate bubble starting to fall?

http://www.businessweek.com/magazine/a-shifting-market-stings-chinese-homeowners-12152011.html?campaign_id=rss_topStories

Charlie Munger: Art of Stock Picking (Part II)

Charlie Munger: Art of Stock Picking (Part II)

http://www.gurufocus.com/news/155557/charlie-munger-art-of-stock-picking--part-ii

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Charlie Munger: Art of Stock Picking: BRK.A, BRK.B

Charlie Munger: Art of Stock Picking: BRK.A, BRK.B

http://www.gurufocus.com/news/155554/charlie-munger-art-of-stock-picking

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Can Canada go the way of Greece?

Can Canada go the way of Greece?

http://www.theglobeandmail.com/globe-investor/investment-ideas/george-athanassakos/can-canada-go-the-way-of-greece/article2256354/

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China's Empty Cities

Here's a nice Australian news report on the empty apartments and shopping malls in China...

Link to video

The Best Opportunities in a Half-Century

The Best Opportunities in a Half-Century

http://online.barrons.com/article/SB50001424052748703922804577066323160174632.html?mod=rss_barrons_most_viewed_month

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Whitney Tilson interview on Forbes

More on banks and other topics...

http://www.gurufocus.com/news/154456/whitney-tilson-20-minute-interview-with-steve-forbes

American banks

American banks

http://www.economist.com/node/21541020

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India’s currency

India's currency

http://www.economist.com/node/21540263

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In China, There's Too Much Room at the Inn

In China, There's Too Much Room at the Inn

http://www.businessweek.com/magazine/in-china-theres-too-much-room-at-the-inn-11232011.html?campaign_id=rss_topStories

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The Case for Optimism: Our Top 25 Dividend Growth Stocks are Dirt Cheap

The Case for Optimism: Our Top 25 Dividend Growth Stocks are Dirt Cheap

http://feedproxy.google.com/~r/valuewalk/tNbc/~3/ETYvFUTqsUg/

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CMHC – Canada’s Mortgage Mess

CMHC – Canada's Mortgage Mess

http://feedproxy.google.com/~r/valuewalk/tNbc/~3/msxOYWCyR7M/

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Why everyone is wrong about defense

Why everyone is wrong about defense

http://us.rd.yahoo.com/finance/external/cbsm/rss/SIG=11iiumket/*http://www.marketwatch.com/News/Story/Story.aspx?guid=28A741FC-154A-11E1-A31B-002128040CF6&siteid=yhoof2

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Great analysis of beta, option behavior, and implications to returns

This article has some very interesting analysis of high beta vs low beta stock performance, and how the returns relative to the overall market can be explained by asymmetric payoffs... they use option performances to show that extracting those asymmetries lets you get back to market-like returns.  I definitely need to think about this more to see whether this influences the idea of an "efficient market" - the higher return for low beta stocks is often what seems to drive value investing and the "anomalies" that this approach claims to show inefficiency in the market.  I still don't completely believe in market efficiency, but this analysis makes me think twice.

Link