My afternoon train reading:

• Why the Fed Wants Higher Prices (Barron’s)
• Hedge Funds Bought Gold in Biggest Rally Since 2011 (Bloomberg) but see Gold is a popping bubble, too (Marketwatch)
• What Should We Expect For Long Run Risk Premiums? (Capital Spectator)
• China’s GDP and the investment factor (FT Alphaville)
• Private-Equity Buyouts Shortchange Shareholders  (MoneyBeat)
Cohan: Free Fab! Then Go After Fuld and Cayne and O’Neal.  (Bloomberg)
• What does it even mean to “believe” something? (Noahpinion) see also Information wants to be expensive (Reuters)
• Why ‘Made in the U.S.A.’ is still a viable model for some local manufacturers   (Washington Post)
• Seeing Apple in Microsoft’s reorganization (Fortune)
• Fine Print: master inventory of canned responses for online dispute resolution. (@pourmecoffee)

What are you reading?


Emerging-Market Rout Offers Bargains    EM-AW408A_ABREA_G_20130714182704

Source: WSJ

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.

9 Responses to “10 Monday PM Reads”

  1. sakhalinsk says:

    You read all of that? As they say here in London – Blimey!

  2. Orange14 says:

    Maybe somethings amiss with the HTML code or BR is a master graduate of the Evelyn Wood school of reading dynamics.

  3. Conan says:

    Health Care is a very complicated issue. Look at this article about how different life expectancy is in many cities. It can vary by significant amounts just being a couple of miles apart.

    Kind of like 1st world and 3rd world results in health and life expectancy in the same cities. This will call for some out of the box thinking and action if it is to ever be solved.

  4. DHM says:

    How long was the train ride?

  5. Mike in Nola says:

    I, too, am amazed at the breadth and depth of BR’s reading.

    I had been waiting for BR to post one of the articles about how MSFT was once again “following” Apple with its own reorg. The thrust of the Fortune article and a very similar one in the NYT were already debunked by veteran MSFT watchers. The first line says it all about these guys and the NYT writers who wrote the same. I guess they do drink the same Kool Aid and do need to keep whistling in the dark about Apple’s tech leadership after the Apple stock bubble burst.

    “It is said that to a hammer everything looks like a nail, and I’m willing to acknowledge, at least for now, that I tend to view tech industry news through the prism of Apple.”

    In fact, the reorg was in the works before anything happened at Apple, and the Apple reorg was triggered largely by that jerk who wouldn’t apologize for f’ing up the maps app and was fired, necessitating some shuffling of bigwigs.

    Moreover, Microsoft has not and will not ever resemble Apple in structure. MSFT sells an immense variety of software and services to an extremely diverse group of users. The devices stuff is pretty small potatoes at MSFT. Because of the large variety of MSFT products and customers, it is immensely more complex than Apple, which makes a very limited number lines of very profitable consumer products.Think about it. What rumored Apple development has the press all atwitter? A watch? A TV? iPhones and iPads are nice, but yesterdays news and they are being buried by Samsung..

    More moreover, I’ve seen Microsoft reorgs periodically over the past couple of decades. Any company that does not need periodic reorgs is probably a company that is too fossilized to survive.

  6. rd says:

    China is beginning to investigate and publish its pollution:

    The potential economic consequences of the data are actually enormous. They have an aging population and it is likely that a high percentage of the younger generation currently in their childhood but will be the workers of the future have been brought up in a highly contaminated environment. Studies have shown that the impacts of heavy metal pollution can cause lower intelligence and emotional problems which is not what you want to have in your working class of the future. The economic and societal effects are usually delayed by a couple of decades from when the exposure to the children occurred as the impacts continue through adulthood.

  7. foss says:

    I’m not worthy. I don’t even read fast enough to read all of the charts.

  8. PeterR says:

    Long train ride, I guess, are you going non-stop to Denver with this library of reads?