Catching Up On Links

I have just finished up my newest article and just need to edit and proofread a bit more and hope to have it up soon.  Over the next few days I will be posting a bunch of links since I have gotten way behind on this while researching other companies, hope you enjoy.

Yahoo-Business Insider-The Story of a Man Who Outsourced His Work To China So He Could Watch Cat Videos All Day.

Forbes-The Great Baupost Madoff Claim Trade That Made a Big Madoff Feeder Fund a Loser Again.

Oddball Stocks-More is Better? How Much Information is Really Needed To Invest?

Four Hour Work Week-How to Travel Through 20+ Countries With Free Room and Board.  Cannot vouch for this yet as I have not tried it and it seems a bit sketchy to me but if it really works and is safe that is a potentially great idea for travelers.

Wexboy-Where Is the Credit Opportunity in 2013?

Shadow Stock-Illiquid Stocks For Outsized Returns.

Old School Value-The Harder You Work The Luckier You Get.

Rodkelly.com-30+ Quotes From Charlie Munger.

Outward Branch-Heart To Heart With Value Investor Theodor Tonca.

Business Insider-China Hard Landing Presentation. What If China Land’s Hard?

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China news, More Vivendi News and a look at the overall gaming industry.

Found some interesting and disconcerting news on China this weekend.

The first article, here,  talks about a potential “Hard Landing” for the Chinese economy and some of the reasons.  It also has other links throughout the page discussing China and some of their current and future problems in their economy.  Very interesting reads.

The second article is to me the more important one because I found something very disturbing in it.  In general it talks about how China’s PMI keeps dropping and how it looks like the Chinese economy keeps slowing.  PMI is a measure of the level of manufacturing and is further explained here.

About half way through the Fox Business article is the disturbing part though:

To shore up growth, Beijing lowered interest rates once and reduced banks’ reserve requirement ratio [RRR] twice this year.

Traders said on Friday they anticipate the central bank to lower banks’ RRR soon to ease a recent liquidity squeeze, triggered by regulatory requirements and a large initial public offer.

Isn’t that how the economic bubble and housing crisis started here in the US by lowering interest rates and reserve requirements for banks?  The US government and Federal Reserve started allowing banks to lower their reserve requirements, meaning they had less cash on hand, in order to encourage more lending, leading to more speculation, and the eventual crash.  Not a good sign in my opinion.

More Vivendi and Activision Blizzard news.  Also an overview of the overall video game industry:

The first article here, talks about ATVI and in his opinion that the video game industry is in decline.

The second article is a more in depth discussion of the overall video game industry.

I would also encourage everyone to read the comments sections of both articles as there is a good discussion, and opposing views to what the article states.

The third article is a different perspective on Vivendi from another contributor on Seeking Alpha.

If anyone has thoughts on any of the above articles please feel free to post.  Enjoy.