My early morning reads to start the week:

• Are stocks set to rally?
…..-A Summer Rally Really Would Mean a Lot (WSJ)
…..-U.S. Stocks Appear To Lose Their Fizz (WSJ)
• Q&A With Mr. Market (Barron’s)
• Start-Ups Look to the Crowd (NYT)
• Notes from the DoubleLine Lunch with Jeffrey Gundlach (The Reformed Broker)
• European Troubles:
…..-Spanish economy in “huge crisis” after credit downgrade (Reuters)
…..-Venizelos appeals to Greeks to stop the far right (Ekathimerini)
• Black Scholes and the formula of doom (FT Alphaville)
• Stability is Not an Option (Model Behavior) see also The Calming Effect of Central Banks (NYT)
Navigating a Tightrope With Amazon (NYT)
• Optimism Is Up, but the U.S. Housing Market Faces a Painful Shift (Knowledge Wharton) see also Falling home prices drag new buyers under water (Reuters)
• Let’s just say it: The Republicans are the problem. (Washington Post)

What are you reading today?


Education Slowdown Threatens U.S.

Category: Financial Press

Please use the comments to demonstrate your own ignorance, unfamiliarity with empirical data and lack of respect for scientific knowledge. Be sure to create straw men and argue against things I have neither said nor implied. If you could repeat previously discredited memes or steer the conversation into irrelevant, off topic discussions, it would be appreciated. Lastly, kindly forgo all civility in your discourse . . . you are, after all, anonymous.

15 Responses to “10 Monday AM Reads”

  1. ConscienceofaConservative says:

    Hussman has some interesting thoughts on revenue growth for companies penetrating new markets and at what rate growth tapers off. He also talks about performance of the market over the past 13 years vs t-bills and potential declines.

  2. Old Rob says:

    What am I reading? “Freedom Betrayed” by Herbert Hoover and edited by George Nash. I suggest everyone read its 900+ pages.

  3. SOP says:

    Loved the Peggy Noonan Breakdown piece …

    Barry, did you pull a Noonan on us?

    Propheteers: The Future of Wall Street’s False Prophets

  4. VennData says:

    Great list of links.


    BR: Ack! Those are the ones that didn’t make the cut — I’ll edit

  5. Old Rob says:

    Enjoyed the TapeReader’s reference. Another aspect to going to the General Store for a chat is the cost of that chat. I know the mileage of all my vehicles (yes, all of them). I am waiting for some of BR’s Super-Heroes to come up with a ‘cost gauge’ rather that the typical odometer to display the cost of those frequent trips to the General Store or local/distant Home Depot.
    Better yet, I could loose 100 Lbs so maybe I should walk to GS and HD.

  6. NoKidding says:

    Infographic… what is the right percentage?

  7. Terrorist Plots, Hatched by the F.B.I.
    April 30th, 2012

    Via: New York Times:

    THE United States has been narrowly saved from lethal terrorist plots in recent years — or so it has seemed. A would-be suicide bomber was intercepted on his way to the Capitol; a scheme to bomb synagogues and shoot Stinger missiles at military aircraft was developed by men in Newburgh, N.Y.; and a fanciful idea to fly explosive-laden model planes into the Pentagon and the Capitol was hatched in Massachusetts.

    But all these dramas were facilitated by the F.B.I., whose undercover agents and informers posed as terrorists offering a dummy missile, fake C-4 explosives, a disarmed suicide vest and rudimentary training. Suspects naïvely played their parts until they were arrested.

    Posted in COINTELPRO, False Flag Operations
    Economist Intelligence Unit: ‘Rise of the Machines: Moving from Hype to Reality in the Burgeoning Market for Machine-to-Machine Communication’
    April 30th, 2012

    Via: Economist Intelligence Unit:

    Fast-forward to 2012, and much of what used to be M2M whiteboard concepts can now be found in the field. The Fonterra Co-operative Group, a New Zealand-based dairy company, has set up autonomous forklifts within a warehouse that can work around the clock, with far fewer accidents and reduced wear and tear….”
    Archive for the ‘Rise of the Machines’ Category
    Great list of links.

  8. Greg0658 says:

    education question and infiltrated colleges – who will the MIC adopt if we idiocracy don’t cut it I wonder .. can you forceably adopt and get results – will check the waterboards
    some list – better get to work – my country is counting on me – NOT .. can’t figure if I’m better off gone so repayment isn’t necessary or stick around till I hit the 1 yard line again – IF – tell me market wizards .. of course the answer is spend those much forward earnings NOW & do my part

  9. Pocket QQ says:

    I always enjoy reading these reports.

    These reports provide a look at how the companies in the index are doing in comparison to beginning of the quarter earnings estimates, how earnings estimates are changing on a month to month basis along with sector breakdowns.

  10. SOP says:

    Young Entrepreneurs – Business opportunity:

    450 million HP .40 cal rounds = Dept of Homeland Security to Resupply United States Police Forces in the event of national emergencies. No problemo

  11. ssc says:

    Pretty serious stuff, now for something completely different: I had a good laugh with the following Bloomberg article (this is for real??):

  12. VennData says:

    Depressed Bin Laden thought about ‘al-Qaida’ name change, White House says

    “…Hunkered down in his Abbottabad compound, bin Laden anguished as al-Qaida suffered “disaster after disaster,” encouraged its operatives to flee to areas “away from aircraft photography and bombardment” and even thought about changing the name of his notorious international terrorist network, John Brennan said in a speech on Monday…”

    They could go for the media-generation with “Husbands of the Housewives of the Levant.”

  13. thomas hudson says:


    loved that article. read keith richard’s autobiography about this time last year, and there are some tales in there about his driving adventures during this period of his life. keep in mind that he had a heroin lab going in that villa the article alludes to (while they were making ‘exile on main street’), and so it is lucky that the car and the driver still survive today.

  14. bigal says:

    Education Chart: What is Canada and Russia doing that the US and Israel have lost? These 4 led the way with the 55-64 age group. Why have US and Israel children not exceeded their parents education like so many other countries?