Posts filed under “Financial Press”

10 Friday AM Reads

Is it Friday already? Big green on the screen as yesterday’s intraday reversal from the gap down was the strongest since the October lows — then China cuts rates. And train reads:

• What Is Russell Investments? Lured by the indexing business, the London Stock Exchange got a consultancy and asset manager in the bargain. (Chief Investment Officer)
• Bonds: Anatomy of a market meltdown (FT)
• Dog Ate the Alpha, Other Excuses for Why Your Fund Stinks (Bloomberg)
• If Pimco Were A Country, It Would Be The Most Unequal Place On The Planet (Huffington Post) see also George Soros Just Gave Bill Gross $500 Million To Play With (Business Insider)
• Stupid Things Finance People Say (Fool)

This weekend, we have Bob Shiller on Masters in Business. Be sure to check that out.

Continues here

 

 

Category: Financial Press

10 Thursday PM Reads

My afternoon train reads: • If Pimco Were A Country, It Would Be The Most Unequal Place On The Planet (HuffPo) • Your investment advisor is probably a “maniac” (Phil Pearlman’s Tumblr) • Should you buy what Tony Robbins is selling? (Abnormal Returns) • Noah Smith: Why Some Money Managers Succeed by Losing (Bloomberg View) •…Read More

Category: Financial Press

10 Thursday AM Reads

Looks like a bumpy ride today, as futures soften, the Yen falls, and gold catches a bid. Enjoy them all with morning train reads: • S&P 500 Companies Spend 95% of Profits on Buybacks, Payouts (Bloomberg) see also “Each of the last six great merger waves on record ended with a precipitous decline in equity prices…Read More

Category: Financial Press

10 Wednesday PM Reads

My afternoon train reads: • Stock Investors in Japan Still Back Abe (WSJ) see also Abe $1 Trillion Gift to Stock Market Shields Recession Gloom (Bloomberg) • Deep Recessions Leave Permanent Scars, Fed Research Finds (Real Time Economics) • The S&P 500 and Its Earnings (Crossing Wall Street) see also Gold vs. Stocks: The 10-Year Winner Is… (Total Return)…Read More

Category: Financial Press

10 Wednesday AM Reads

Hey, its FOMC minutes day. If that’s not enough to get you flush with anticipation and excitement, there are always our morning train reads: • Can Pope Francis fix Wall Street? (MarketWatch) • The Wall of Worry, Illustrated (Bason Asset Management) see also The Bear Market “Cure” Is Worse Than the Disease (Servo Wealth Management) •…Read More

Category: Financial Press

10 Tuesday PM Reads

My afternoon train reads: • Flash Boys Raise Volatility in Wild New Treasury Market (Bloomberg) • Is the Pursuit of Alpha Sabotaging Investment Success? (Chief Investment Officer) • Bubble Behavior? (Alhambra Investment Partners) • Richest 1% of people own nearly half of global wealth, says report (The Guardian) • Don’t fear the dollar’s ‘orderly rise’: Major trends tend…Read More

Category: Financial Press

Digital Journalism and Investing on Charlie Rose

On “Charlie Rose,” a conversation digital journalism and its affect on financial investing. We are joined by Josh Brown, CEO of Ritholtz Asset Management; Joe Weisenthal of Bloomberg News; Felix Salmon, senior editor at Fusion; and Megan Murphy of Fast FT.


Source: Bloomberg, Nov. 18 2014

Category: Financial Press, Video

10 Tuesday AM Reads

Welcome to Turnaround Tuesday, which on my calendar follows Merger Monday. And train reads: • Satyajit Das: News of The Death of American Economic Power Is Exaggerated! (MV Pro) • Abe $1 Trillion Gift to Stock Market Shields Recession Gloom (Bloomberg) but see Japan’s Surprise Recession Spurs Course Correction (WSJ) • Jeremy Grantham: The Beginning…Read More

Category: Financial Press

10 Tuesday AM Reads

Welcome to Turnaround Tuesday, which on my calendar follows Merger Monday. And train reads: • Satyajit Das: News of The Death of American Economic Power Is Exaggerated! (MV Pro) • Abe $1 Trillion Gift to Stock Market Shields Recession Gloom (Bloomberg) but see Japan’s Surprise Recession Spurs Course Correction (WSJ) • Jeremy Grantham: The Beginning…Read More

Category: Financial Press

Josh’s Citywire Berlin Presentation

Hilarious!     Click for full slide deck:   Source TRB  

Category: Financial Press