Some interesting reads to start off your Tuesday morning:

• A Field Guide to Stock Market Corrections (Reformed Broker)
• Gundlach Shows Why Betting Against Treasuries Is a Fool’s Game (Businessweek), see also Bonds are suddenly the hot investment (MarketWatch)
• How ETF Investors Can Play Europe in 2014 (WSJ)
• Emerging markets are badly served by ETFs (FT), see also Emerging Markets Play an Unsettling Tune (MoneyBeat)

 

Continues here

 

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.

21 Responses to “10 Tuesday AM Reads”

  1. Bob is still unemployed   says:

    While waiting for Bloomberg to fix their server issues so I can read the rest of this morning’s reading list, I proffer the following trio of articles about net neutrality. It appears the ISPs are going forth with a two-prong attack on Net Neutrality (and their customers). The first is to raise artificial obstacles that the customer or content provider must pay the ISP to remove. The second is to use the classic magazine subscription model to sell the attention of the ISP’s customers to the content providers, i.e., charging content providers for the right to access the ISP’s customers via the Internet bandwidth that those customers have already purchased.

    Net neutrality ruling may impede startups (voxxi.com)

    AT&T Has Invented A Way To Charge You Twice For The Same Internet (readwrite.com)

    There’s time to fix Net neutrality (computerworld.com)

    • willid3 says:

      who could have known that carriers would ever charge more to both their customers and the content providers? you would think they were in the business of making money. providing a service is a side line.

    • Iamthe50percent says:

      Too bad that there is nobody in Washington to look out for the individual voter, just servants of (take your pick) Left Wing Issue Groups/Right Wing Issue Groups plus pols with their hand outs to industry/Wall Street.

      • willid3 says:

        i thought they represented companies or the 1 % as opposed to any one else. usually only make noises about how they work for others

      • Iamthe50percent says:

        I meant “hands out” instead of “hand outs”, but it does work either way. Bailouts for all! All except students, home owners, retirees, wage earners, et al.

  2. hue says:

    Six Trends That Might Ruin the Internet (Cracked)

    A Parenting Paradox: How Kids Manage To Be ‘All Joy And No Fun’ (npr) Smug Couples Patronize Singles to Feel Better About Themselves (Discover)

    Great actor’s death plunges millions of fans into pretentiousness (The Dandy Goat)

  3. xatta says:

    Is the link working? I am getting a 404 error on the Bloomberg site.

  4. Maria.Founder says:

    Bloomberg returns a 404 error (10:30 AM EST).

    Barry, I love your blog, but do you really have to link to/post on Bloomberg? It’s slow, ugly and occasionally just doesn’t work.

    Thanks!

    • The trade off is well worth it to me — a huge platform, expanded readership, access to their infographic/data vis staff, higher profile, stuff like The Daily Show, and a BBRG terminal.

      Its pig heaven!

  5. willid3 says:

    new GM leaders biggest job?

    http://qz.com/173284/gms-new-ceo-has-one-job-stop-letting-the-guys-in-suits-design-cars/

    dont let the suits ruin the product?

    • Iamthe50percent says:

      Some problems with that article:

      The sentence “Nearly identical cars from a joint factory with Toyota cost 20% more with the Toyota branding instead of GM’s.” does not support the claim of higher costs at GM, unless the second “with” is replaced with “than with”. As written it says Toyota had 20% higher costs.

      Also, the title “GM’s new CEO has one job: Stop letting the guys in suits design cars” doesn’t agree with “Under Barra, according to Fortune, the company’s engineering function has been rapidly improved. Management and marketing teams are involved at every level, …” That sounds like MORE micro-management rather than less.

      • willid3 says:

        i suspect they were looking at the transactional price (i.e. the sale price of the vehicle. not the cost to produce the vehicle. being at the same plant they should almost be identical). i suspect they were thinking of accounting suits. but i could be wrong

  6. willid3 says:

    economists and secrets?
    and that one big experiment with austerity?
    how did it turn out?

    http://www.themoneyillusion.com/?p=26108

  7. willid3 says:

    deficit is falling in the US?

    http://www.calculatedriskblog.com/2014/02/cbo-projection-budget-deficit-to-be.html

    does any body really notice this?

  8. willid3 says:

    tax fraud?

    http://www.nakedcapitalism.com/2014/02/wall-street-journal-exposes-entirely-new-private-equity-tax-scam.html

    those fees that companies pay the PE firms (their owners) aren’t really fees at all since they dont pay for any services being done (in many cases the contracts explicitly excludes any services being rendered as being required)

  9. willid3 says:

    maybe its time for the US to join the rest of the world in controlling credit card fraud?

    http://www.latimes.com/opinion/editorials/la-ed-credit-card-security-20140204,0,4684226.story#axzz2sNeqTFVE

    seems like they like the cheap but easily spoofed systems. as the cost that inevitably arises when the fraud happens is just a cost of doing business. maybe its time to make extremely expensive to continue the current status?

  10. willid3 says:

    seems that companies are noticing that the middle class is disappearing. seems that companies that deal with them are really having trouble being profitable and sales are falling. but if you deal with the upper incomes groups or the lower levels of incomes, they are doing much better

    http://finance.yahoo.com/news/middle-class-steadily-eroding-just-013117051.html