10 Wednesday AM Reads

My morning train reads:

• U.S. Stocks Surge; Nasdaq Up 2.4% (WSJ) but see Hong Kong Stocks Defy Protests to Post World’s Best Gain (Bloomberg)
• Investors Hiring: Mathematicians and Artists Need Apply (Institutional Investor)
• Cassidy: Is the Chinese Economy About to Fall Off a Cliff? (New Yorker) see also The Top 10 U.S. States Where Chinese Are Investing in Real Estate (Real Time Economics)
• A Skeptic’s View of Today’s Investing Religions (AI-CIO)
• 74 Quotes From The Intelligent Investor, Revised Edition (Arbor Investment Planner)

 

Continues here

 

 

Category: Financial Press

Best-performing Unconventional Alternative Investment Ranking

Source: Bloomberg

Category: Digital Media, Hedge Funds, Markets

Enhancing Financial Stability by Improving Culture in the Financial Services Industry October 20, 2014 William C. Dudley, President and Chief Executive Officer ~~~ Remarks at the Workshop on Reforming Culture and Behavior in the Financial Services Industry, Federal Reserve Bank of New York, New York City As prepared for delivery     As I noted…Read More

Category: Think Tank

What Town Should We Visit Next?

  We just got back from D.C. where we visited lots of existing (and future) clients. We also met lots of folks who were interested in LiftOff. We are planning our next trip for earlier next year, and decided to throw this open to the crew: What town should we visit next? If you would…Read More

Category: Asset Allocation, Investing

10 Tuesday PM Reads

My afternoon train reads: • Pictures of MERS, Part 1: Corporate Documents Illustrate the Mortgage Shell Game (HuffPo) • They Studied Keynes and They’re Doing This. Why Can’t the Fed See It? (Bloomberg) • Regulator Tells Banks to Clean Up Bad Behavior or Face Downsizing (Dealbook) • Fed to Banks: Shape Up or Risk Breakup (WSJ)…Read More

Category: Financial Press

Masters in Business: James Bianco

In this week’s “Masters in Business” podcast, I talk with James Bianco, president of Bianco Research LLC. The institutional research firm counts among its clients many of the world’s largest mutual funds, hedge funds and sovereign-wealth funds, managing trillions of dollars. Bianco began his career trading futures before becoming a bond and equity analyst. In…Read More

Category: Podcast

Emerging Market Maker

Neat little interactive tool to play with some aspects of overseas investing by comparing emerging markets across key metrics:   Click for an interactive graphic. Source: BlackRock

Category: Data Analysis, Digital Media, Economy, Investing

10 Tuesday AM Reads

My blessedly IBM free morning train reads: • The British origins of the US endowment model (VoxEU) see also Pension Funds Eye Reducing Hedge-Fund Investments (WSJ) • Value Investors Hoarding Cash See Few Bargains After Rout (Bloomberg) • This is Tim: Apple’s CEO answers the analysts (Sixcolors) see also iPhone 6 Recharges Apple’s Growth (WSJ)…Read More

Category: Financial Press

Eurozone’s Economic Woes Deepen

Source: WSJ

Category: Digital Media, Economy, Markets

Tight Credit Conditions Continue to Constrain the Housing Recovery

Category: Markets