Re:Money market funds swell by over $273B as investors pull ...
by RivieraKid on Sunday March 26, 2023 @03:36PM
(#35318625)
In what way do you think your outlook is different?
The Karl Marx makes me kind of skeptical of the other suggestions...
Re:Money market funds swell by over $273B as investors pull ...
by VagueMag on Sunday March 26, 2023 @05:03PM
(#35319592)
Well, most of the other sources would hate that I think there's something to get out of Marx too! Jim Grant is about as hardcore libertarian as you can get. The longer I watch and trade markets the more I see the value of ideological flexibility and being able to synthesize many different and even contradictory perspectives.
Re:Money market funds swell by over $273B as investors pull ...
by RivieraKid on Sunday March 26, 2023 @07:02PM
(#35320651)
I kind of agree with what you're saying. But my impression is that Marx is outdated and oftentimes incorrect.
What I'm basically looking for are people who are most insightful, correct, thought-provoking, knowledgeable and not very ideological.
- Eurodollar University / Jeff Snider
- Robert Prechter, mostly for the understanding of money/credit and the fact that asset price movements are an endogenous process which drives headlines, not the other way around. Be careful of the permabear outlook and excessive Elliott Wave woo though.
- Financial histories (essential reading IMO): Galbraith's history of the 1929 crash, Jim Grant's stuff, Manias, Panics, and Crashes, Extraordinary Popular Delusions and the Madness of Crowds, etc
- Naked Capitalism blog
- Karl Marx and Henryk Grossman (the TRPF explains a lot of financial/investing phenomena like stock market cap as % of GDP rising over time)
- Podcasts: Market Huddle, Top Traders Unplugged
- Minyanville used to be a great source, any of the writers who used to be there are worth checking out.