My morning reading:

• The bond market’s fear of Summers (Reuters) see also How the Timing of the Tapering Is Driving Stock Prices (Political Calculations)
• Roar or a Bark? Activist Investors control $84 billion in assets, a drop in the bucket  (MoneyBeat)
• With Similar GDPs, Why is US Unemployment so much higher than Germany’s? (Economix)
• 5 companies that make money by keeping Americans scared (Salon) see also China Video Tools for U.S. Help Spurs Spy Anxiety (Bloomberg)
• What Detroit should learn from Tesla Motors (Quartz)
• Rise of New Corporatism Dims Capitalism, Argues a Nobel Laureate not named Krugman (New York Sun)
• MBA National Delinquency Survey: Judicial vs. Non-Judicial Foreclosure States (Calculated Risk) seen also Do We Want High House Prices or Affordable Housing? Lessons on the Government Debt (cepr)
• The Islamic Insurgency That Could Soon Hit Egypt & the dangers of destroying Muslim Brotherhood’s leadership (New Republic)
• Here Comes iTunes Radio, Threatening to Shake Up Music Streaming (Time)
Is that the 6.3 inch GALAXY MEGA in your pocket or are you just happy to see me? Samsung largest phone yet hits US (The Verge)

What are you reading?


Expected Future S&P 500 Earnings
Source: Political Calculations


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 Tuesday AM Reads”

  1. Bob is still unemployed   says:

    Undownloading: Further Proof Those eBooks You Paid For Really Aren’t Yours.

    “…What makes this tale particularly noteworthy is the way it brings together a host of really bad ideas that the publishing and distribution industries insist on deploying. There’s DRM that means you can’t make backups; there’s the country-specific usage that tries to impose physical geography on your digital ebooks; and there’s the update that spies on you and your system before deciding unilaterally to take away functionality by “undownloading” your ebooks. And copyright maximalists wonder why people turn to unauthorized downloads.”

  2. dream-king says:

    We as a society need affordable housing across the board more than we need high, and growing, house equity.

  3. CD Sorensen says:

    I don’t have a link to it (ran out of my free FT articles), but a piece by Prof. Jeremy Siegel on entitled “Don’t put faith in Cape crusaders”. I’m sure most people on here can get to it.

    It’s a good reminder that I need to evaluate any models based on their underlying inputs — can’t just take the data at face value without understanding the contextual changes that may occur.

  4. Captin7Seas says:

    High House Prices or Affordable Housing?

    It is not a case of either or – we should have appropriate market driven values that more effectively mirror actual costs of developing new housing in a broad scale of options and luxuary for those that want it and use all the technology available such as BIM and prefabrication to also drive down costs on the low end for those in need of affordable housing as their principal objective

  5. DeDude says:

    Tea-baggers are at it again – driving the GOP over the cliff.

    If it wasn’t so tragic, it would be funny.

    • rd says:

      Everything will be alright. The GOP Tea Party folks are turning to a Canadian for leadership, just like the Bank of England did with Mark Carney. We all know that Canadians are good at preventing crises.

  6. > Here Comes iTunes Radio, Threatening to Shake Up Music Streaming

    He managed to write the entire article without once mentioning the recently launched Google Music All Access (or Rdio, for that matter), which is quite a feat.

  7. VennData says:

    Plutonium Mountain: Inside the 17-Year Mission to Secure a Legacy of Soviet Nuclear Testing

    The response to the deficit is down $250B is “Lie!”
    The response to the fact that Bush turned a zero deficit into a structural $1T deficit is “Monica Lewinsky!”
    The response to Clinton/Gore (especially Gore) did yeoman’s work in this area is “He thinks he invented the Internet!”

    You GOPers wonder while you’re losing the argument?