Ten Reasons Winners Keep Winning, Aside from Skill. HBR Glenn Hubbard: The Romney Plan for Economic Recovery. WSJ Berkshire Benefits As Buffett Wagers On U.S. Housing. Bloomberg China Slowdown Forcing Discounting At Gome To McDonald’s. Bloomberg Fareed Zakaria: Capitalism, not culture, drives economies. Washington Post Bernanke Is Bluffing – go-tst.com/cGFRc by @pmorici1 — Jim Cramer (@jimcramer)… Continue Reading

Kinross Chief Tye Burt Out. Financial Post [FED DECISION] Fed: Expects to keep exceptionally low rates through at least late 2014. — CNBC (@CNBC) August 1, 2012 As Banking Titans Reflect on Their Errors, Few Pay Any Price. Dealbook This guy is a legend… if he’s leaving the market, maybe we … Bacon To Give Back… Continue Reading

Asian Millionaires Firing Bankers Take Control Of Wealth. Bloomberg This is interesting… “China is complicated.” Michael Anti’s TED speech on China’s Great Firewall Shanghaiist Hotmail has been rebranded to Outlook.com and apparently some smart people like it. AllThingsD Business pornography. Take it or leave it. Apple CEO Tim Cook Likes These 7 Beautiful Things. Business Insider A ‘Fantastic’… Continue Reading

Thanks to reader NF for passing this along… An old prospector shuffled into the town of El Indio, Texas leading a tired old mule. The old man headed straight for the only saloon in town, to clear his parched throat. He walked up to the saloon and tied his old mule to the hitch rail.… Continue Reading

Cult Figures: August 2012 Outlook. PIMCO “​The long-term history of inflation adjusted returns from stocks shows a persistent but recently fading 6.6% real return since 1912. The legitimate question that market analysts, government forecasters and pension consultants should answer is how that return can be duplicated in the future. Unfair though it may be, an… Continue Reading

Canucks owners take on new office district in Vancouver. Globe and Mail Two Large Corporations Just Borrowed Money At The Cheapest Rate In History. Business Insider Street Life. Josh Brown ‘Staggering fortunes’ possible in Myanmar: Rogerssns.mx/Glhny1 — Jim Rogers (@AllJimRogers) July 31, 2012 How the tech-stock valuation curve inverted. Reuters Ex-Canaccord staff find new home… Continue Reading

“By doing these things, I learned how important and how liberating it is to think for myself.” Ray Dalio is the founder and top dog at the world’s largest hedge fund, Bridgewater Associates. Bridgewater has outperformed every other fund over the past 15 years. In 2011 the “pure alpha” fund returned over 40%. Ray Dalio’s… Continue Reading

Cantor Hires 17 From Canaccord To Start Corporate Advisory Unit. Bloomberg It’s a good biz, managing trillions. Pimco’s Bill Gross Paid $200 Million Last Year, N.Y. Times Says. Bloomberg Ex BP boss working away. Tony Hayward Loads Trucks With Kurdish Oil Awaiting Pipe: Energy. Bloomberg Go Howard!#45Video: Howard Lindzon, Chief Executive Officer, StockTwitsinstitutionalinvestor.com/Article/306823…$$ — Barry… Continue Reading

“This book will make online media giants very, very uncomfortable.” Added to my reading list after a recommendation from Adam Humphreys via NPR. Amazon.com Reviews “Ryan Holiday is part Machiavelli, part Ogilvy, and all results…this whiz kid is the secret weapon you’ve never heard of.” —Tim Ferriss, #1 New York Times bestselling author of The… Continue Reading

Brent Cook and Quinton Henning of Exploration Insights wrote an impressive assessment of major mining companies and their appetites, both for projects and talent, in this week’s premium EI letter (We genuinely recommend institutional gold investors subscribe to EI). The following chart from this week’s EI is testimony to the influence of strong leadership, especially in mining. For executive… Continue Reading

The Bond Market’s New Leading Man: Mohamed El Erian. NYTimes “RECESSIONS, crackups, bailouts — these are profitable times for Mohamed A. El-Erian. Mr. El-Erian is the crown prince of the multitrillion-dollar global bond market, the figurative heir of its long-reigning king, William H. Gross of the mighty Pacific Investment Management Company… Read more -> NYT Is this the new… Continue Reading

Queen Declares 2012 Olympic Summer Games Open. National Post Wicked ad. Find Your Greatness. Nike The Currency War Is Over! Long Live the Currency War!   The Atlantic  –  Buy the book: Currency Wars by Jim Rickards. Amazon Harry Winston seen near Rio Tinto diamond mine deal (Diavik). FT Mostly objective and good quality 5 minute commodity educational.… Continue Reading

Vancouver private equity investor Brian Begert of Yellow Point Capital recalls young Kevin Spooner’s miraculous 58 at Capilano last week. Thanks to Mr. Begert for allowing us to share this inspiring account.  I consider myself an avid sports follower and over the years have had the good fortune of attending both the summer and winter Olympics, Stanley Cup final… Continue Reading

Venture capitalist Tom Perkins puts his bold stamp on his San Francisco apartment  WSJ (Source: Sir. Dave Kelly – WSJ) This is an unreal, visual piece of wealth content from WSJ. “Another project,” for Mr. Perkins. Genentech, Sun, Amazon, Netscape, Compaq, even Google, were just a few Kleiner Perkins deals… Further exploration: Tom Perkins – The Captain… Continue Reading