10 Monday PM Reads

My afternoon train reads:

• States’ Finances Are Now on Solid Ground: With a few prominent exceptions, states are healthier than they’ve been in years. Good news for municipal-bond investors. (Barron’s)
• The Mistakes We Make—and Why We Make Them (WSJ)
• What to do with PIMCO Total Return in your 401(k) (The Oregonian)
• The Smart Way to Think About Wild Markets (The Motley Fool)
• The curse of Black Friday sales (NY Post)
• How To Win Any Argument About the Markets (A Wealth of Common Sense)
• New Abnormal Means Relying on Central Banks for Growth (Bloomberg)
• The frustrating dichotomy of Silicon Valley (Daily Dot)
• Differentiation and Value Capture in the Internet Age (Stratechery)
• Why Google and Uber Are Playing Badly in Europe (The Fiscal Times)

What are you reading?



Boomers, Millennials and Interest Rates: A Muni Investor’s Perspective


Source: Black Rock Blog


Category: Financial Press

Masters in Business: Robert Shiller Interview

In the latest “Masters in Business” podcast, I speak with Robert Shiller, Stirling Professor of Economics at Yale University and winner of the 2013 Nobel Prize in economics. Shiller makes a key point about finance:  “We really do not know the future. Since we don’t, we are talking finance and insurance. They are really about an uncertain…Read More

Category: Podcast

Fed Policy and Stock Outlook

Fascinating stuff here: The Easy Money’s Been Made: Fed Policy and Stock Outlook Source: Bloomberg Chart of the Day

Category: Federal Reserve, Fixed Income/Interest Rates, Markets

10 Monday AM Reads

Welcome back to a holiday shortened week, where I am “pre-dieting” in anticipation of Turkey Day. Here are our low-calorie morning train reads: • Sign of Health for Stocks: Weak 2015 Forecasts (WSJ) • Swedroe: Why Alpha’s Getting More Elusive (ETF) see also For Some Stock Pickers, Worst Showing in 10 Years (MoneyBeat) • Why…Read More

Category: Financial Press

Growth First. Then, these other things.

Clarke and Dawe – Growth first. Then these other things can be dealt with, whatever they are.

Published on Nov 19, 2014

“Joe Hockey, Australian Treasurer” Originally aired on ABC TV: 20/11/2014



Category: Economy, Humor, Video

Category: Currency, Technical Analysis, Think Tank

Last Few Slots Left: NYC Open House (December 8-12)

We just had a trip to Washington D.C. Coming up in the new year will be visits to Seattle, Austin, and San Francisco, But a number of you suggested New York City as our next place for a meet and greet, and so that is what we decided to do. We have scheduled the week…Read More

Category: Asset Allocation, Investing

Sleep Deprivation & Your Brain

Via Mic:    click for ginormous graphic   Source & resources: The Journal of Neuroscience, International Scholarly Research Notes, Experimental Brain Research, Psychological Bulletin, UC Berkeley Walker Sleep Lab, PNAS, International Journal of Occupational Medicine and Environmental Health, CDC, The Journal of Neuroscience, SLEEP, PLOS one, Psychological Science, Frontiers in Human Neuroscience, Daytime Sleepiness Affects…Read More

Category: Digital Media, Science

A $325 Million Deal Still Needs a Plan

>   My Sunday Washington Post Business Section column is out. This morning, we look at Giancarlo Stanton’s enormous a 13-year, $325 million contract with the Miami Marlins. The print version had the full headline A $325 million deal still needs a plan, while the online version was Congratulations! You just signed a $325 million deal. Now what?….Read More

Category: Apprenticed Investor, Asset Allocation, Investing

10 Sunday Reads

Pour some coffee and settle in for some Sunday morning reads: • Cheap-Oil Era Tilts Geopolitical Power to U.S. (Bloomberg) see also Oil at $75 Means Patches of Texas Shale Turn Unprofitable (Bloomberg) • How the Stock Market Performs Before and After Big Drops and Big Rallies (Crossing Wall Street) • So You Think You’re…Read More

Category: Financial Press