Maria Bartiromo

Excellent review of the events & players that surrounded the tumultuous events of the financial distresses of 2008. From the Bear Stearns sale in March to the Lehman Brothers collapse in September and the incredibly destructive events of the entire year, Maria delves into many of those aspects from a chronological standpoint. With her access to key players, a reasonable but concise picture emerges (from the aspect of 2010) of what happened.

From my perspective in 2021, unfortunately, the U.S. and the rest of the world really hasn't learned any real lessons. We all still spend more than we make, we borrow money against the future, thus putting ourselves and our offspring further into financial debt that will ultimately have a devastating reckoning that no government will ever be able to deal with.… (altro)

This book focuses on the "qualitative" aspects of analysing investment commentary across the media, corporate and analyst channels. It offers many useful insights to the analysis process that checks the boxes. I would call this a "Tricks-of-the-Trade" book that leads into how to read between the lines to understand the institutional landscape. It presents very useful real world examples detailing and analysing company information, both in crunching numbers and assessing the qualitative elements of companies. It's reasonably researched and I could well relate to many of the examples in the book that peel back the layers of noise or complexity to evaluate companies and their management. I'd regard this a good read for insight to company analysis and how the wider industry operates.… (altro)

I continue to gobble up books about the '08 financial crisis, because a) it's important to know the details and important to simply know about it. b) I don't understand any of it. c) I'm fascinated by the fact that I understand none of it even though I'm inundating myself with information about it. Bartiromo has gotten me closer to understanding because, by dint of her capacity, has a unique perspective of the particulars. She explains much of the happenstance by way of metaphors, which is really interesting. She also explains the public psychology very, very well. Unforgiveable though, are a massive spate of typos, but those shouldn't be too big to fail the book.… (altro)