Posts filed under “Financial Press”

10 Friday AM Reads

My morning train reads (continues here):

• Charts that leave you no choice but to feel optimistic about the US economy (Quartz)
• Corn farmers face a cash crunch (WSJ) but see Why is chocolate getting so expensive? (Slate)
• Why Do Americans Stink at Math? (NY Times) see also Deficit scolds are the most crazed ideologues in America (The Week)
• Corporatism not capitalism is to blame for inequality (FT)

Continues here

 

 

 

Category: Financial Press

10 Thursday PM Reads

My afternoon train reads: • Eddie’s deep dive into explaining gold prices. (Crossing Wall Street) • Hot ETF sellers give distribution its due (FT) • Boring Is Good (Millennial Invest) • How to Build Expertise: Lessons From Peyton Manning (James Clear) see also Why Trying to Be Perfect Won’t Help You Achieve Your Goals (And…Read More

Category: Financial Press

10 Thursday AM Reads

My morning train reads (continues here): • The Gringo’s Guide to the Argentine Holdout Crisis (No Se Mancha) • Cash Crops With Dividends: Financiers Transforming Strawberries Into Securities (DealBook) • Mapping the Stock Market’s Four Primary Metrics (Minyanville) see also Hot ETF sellers give distribution its due (FT) • Seven charts that leave you no…Read More

Category: Financial Press

10 Wednesday PM Reads

My afternoon train reads: • Condo builders fuel a land rush in Miami (WSJ) see also The Top Properties in Hong Kong Housing Resist Market Forces (NY Times) • Financial savvy starts in childhood: Early financial lessons can determine how adults handle money (WSJ) • Half of Workers Are on Track to Retire Well.  Here’s…Read More

Category: Financial Press

10 Wednesday AM Reads

My morning afternoon train reads (continues here): • Seven Truths Investors Simply Cannot Accept (The Kindergarten) • 5 reasons why the market won’t crash (The Buzz) but see Threading the Bullish Needle (Sigmund Holmes) • Homo narratus: Mistrust the Financial Storytellers (PsyFi) • Wages Rise and – Surprise! – Skilled Workers Are Now Easier to Find…Read More

Category: Financial Press

10 Tuesday PM Reads

My afternoon train reads: • Why Europe May Gain the Edge for Investors (NY Times) • Alpha Addict: The Amazing Career of Leon Cooperman (CNBC) • When Beliefs and Facts Collide (NY Times) • Do optimists or pessimists manage their money better? (Yahoo Finance) see also Economists have a lot to learn from ‘The Big…Read More

Category: Financial Press

10 Tuesday AM Reads

My morning afternoon train reads (continues here): • The Pendulum Takes A Swing Towards Value Stocks (NY Times) • Biggie Smalls (Reformed Broker) see also Small-cap stocks run into big doubts (WSJ) • Gary Shilling:  The Boom Is Coming, and Sooner Than You Think (BV) • What Millennials Want That Their Boomer Parents Hate (Time)…Read More

Category: Financial Press

10 Monday PM Reads

My afternoon train reads: • This is one of the biggest bull markets of my career, and these charts show it’s not over (Business Insider) • No Bias (Irrelevant Investor) see also When Beliefs and Facts Collide (NY Times) • Dark Pool Disfavor Above 50% in Poll Amid High-Frequency Fallout (Bloomberg) • Investors should check…Read More

Category: Financial Press

10 Monday AM Reads

My Monday morning train reads (continues here): • Who Routinely Trounces the Stock Market? Try 2 Out of 2,862 Funds (NY Times) That’s 0.07% • Quite Contrary (Barron’s) see also Don’t Pay Up for Selloff Protection (Barron’s) • Three Reasons This Is a Good Time to Be an Investor (WSJ) • GMO’s Jeremy Grantham Doesn’t…Read More

Category: Financial Press

Masters in Business: Rob Arnott of Research Affiliates

Rob Arnott turned the world of passive index investing upside down. Best known for creating “smart beta,” Arnott creates models weighted b y four factors: Sales, profits, book value and dividends. Market cap is not relevant to him. Funds running Arnott’s models manage about $200 billion dollars in smart-beta strategies. Assets have increased by 59…Read More

Category: Financial Press, Index/ETFs, Investing, Psychology