A Review Of Lawrence Creatura’s “Long and Short: Confessions of a Portfolio Manager”

A Review Of Lawrence Creatura’s “Long and Short

The following review is straight from Operator Kean, a member of the Macro Ops Hub. To contact Kean, visit his website here.

Lawrence Creatura recently shared his insights from over two decades of investing in markets. The following are my takeaways from Long & Short: Confessions of a Portfolio Manager.

Identify Your Comparative Advantage

Creatura advises that investors understand their edge. This point is similar to Warren Buffett’s advice about knowing your ‘Circle of Competence’ — finding what you’re really good at and being aware of where that boundary/circle ends. Creatura writes:

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A Comprehensive Reading List For Global Macro Traders & Investors

A Comprehensive Reading List For Global Macro Traders & Investors

The successful macro investor must be some magical mixture of an acute analyst, an investment scholar, a listener, a historian, a river boat gambler, and be a voraciousreader. Reading is crucial.

~ Barton Biggs

After being asked countless times about the best books to read when it comes to markets and trading, I finally decided to create a comprehensive list.

I’ve read hundreds of books on trading, markets, economics, history and psychology over the years. And even now I still try to read a new one every two weeks. Reading is not only vital to developing yourself as a trader, but also as a person who’s able to get what they want out of life.

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