“The question is not what you look at,” Thoreau wrote, “but what you see.” Ritholtz’s rules of investing (part II). Washington Post Blackstone Sees Payoff From London Projects Banks Shunned. Bloomberg Qatar Looks Favorably on Glencore-Xstrata Deal, Premier Says. Bloomberg Argonaut Gold to buy Prodigy Gold in share, cash deal. Reuters That Blurry Line Between Makers and… Continue Reading

My big bro Adam (pictured) has become a budding businessman after several years of thumbing his nose at commerce. This is a good thing as he’s very talented and competitive. Adam now has to deal with frustrating client emails, the way I used to in spades running the Pacific Website Co. I made a million… Continue Reading

Central Banks Can’t Inflate Market Prices Forever: El-Erian. CNBC Tom Bradley: Investors, be skeptical of these current ‘sure things’. Globe and Mail The case for a 40% drop in the markets.  Marketwatch  See also: TBP Conference Presentations. Ritholtz The lore of iron ore: The most important commodity after oil deserves more attention than it gets. Economist Photo: Reuters

PIMCO to open first Latin American office in Brazil. Bloomberg Al Gore has thrived as green-tech investor. Washington Post Source: New Yorker How Quicken Billionaire Dan Gilbert is Giving Back to Detroit. Forbes Gtg golf with my bro, Bethpage… #brocup

Return to Bretton Woods, by CIO Scott Minerd. Guggenheim Partners China Gets Back to Work. Dealbook World’s richest man Carlos Slim bets on Mexican gold mining. Mineweb Will Iraq’s energy boom postpone peak oil yet again? Telegraph Life of a salesman. Washington Post Listen: Antony and the Johnsons – Fistful of Love. Youtube

The rial-ity of Persia-stroika. FT Alphaville A war for oil and competing pipe dreams. Ritholtz Chinese copper consumption falls. Bloomberg French rich up in arms about higher taxes. Dealbook Listen: One Direction. PianoGuys

One of the most common ways to become wealthy is to come up with an idea that requires capital (such as buying a building or a company) and pitch it to a sophisticated investor. If the investor wants to back the idea, the pitcher may get a piece of the action for coming up with… Continue Reading

KKR’s George Roberts: Energy Is Next ‘Huge’ Opportunity. Bloomberg Private equity’s ‘golden’ hangover. Fortune Mormonism, private equity, and the making of a candidate. New Yorker Twitter: Welcome to the Dick Costolo Show. NYTimes If Only T. Boone Pickens Had Died. Businessweek Listen: Pachelbel’s Canon Remix. PianoGuys

Meet the largest landowner in America. Fortune

Clueless Capital: An Interview With the World’s Youngest, Most Charmingly Oblivious Hedge Fund. NYMag “Avoid the Canadian tradition of nit-picking the ambitious and original.” Conrad Black: As Quebec decays, Toronto seizes greatness. National Post Robert Frank: Texas Postal Worker Is Artist Behind Hermes Scarves. CNBC Photo: Hermes Blood, Sweat, and Piers (Morgan). Vanity Fair

Richard Branson’s big idea for building a better version of capitalism. Economist How Strong Is the Art Market? WSJ Paulson Funds Said to Further Cut 2012 Losses Last Month. Bloomberg An Indian flash crash. FT Alphaville The love affair between the super-rich and London property is souring. CNBC How to Run Your Hedge Fund From Jail. Bloomberg Jamie Dimon on the… Continue Reading

Romney Takes First Debate. New York Times The end of the Great Migration: China’s workers return home. Marketplace Also: Free trade with China still a decade away, Brian Mulroney says. Globe and Mail What future for Egypt’s wealth? Al-Ahram BlackRock Leads Firms Poised to Win From Hedge Fund Ads. Bloomberg Billionaire Glasenberg Bets on Coal Rebound With Xstrata: Energy.… Continue Reading

Good morning, Calgary… BlackRock’s Fink Says U.S. a Year Away From Robust Growth. Bloomberg Five keys to understanding today’s opportunities in commercial real estate. Pensions & Investments Apple will never be the same without Steve Jobs, says Oracle’s Larry Ellison. Barrons “Once someone makes a decision about your cause or your product or your resume, it’s almost… Continue Reading

Damages: October 2012 Outlook. PIMCO Hedge Fund Returns Worsen: Is ‘Enormous Unraveling’ Near? CNBC More Money Than They Know What To Do With. Dealbook  Also: Private Equity Tales: The Quest for Company Gold. FTAlphaville Google Passes Microsoft’s Market Value as PC Loses to Web. Bloomberg David Rubenstein: 10 Thoughts on the Making of a Great University. Duke Why so many… Continue Reading

“The only way to make money is if other people agree with your thesis.” O.T. Xstrata Backs Glencore Bid With Board Assurance, Vote Change. Bloomberg Presenting Apple Inc.’s Braeburn: The World’s Largest Hedge Fund. ZeroHedge Blackstone’s Schwarzman: Alignment of interests is ‘off the table’. Pensions & Investments Norway’s Wealth Fund Targets U.S. Real Estate. Bloomberg Why do… Continue Reading