Posts filed under “Financial Press”

10 Wednesday AM Reads

Welcome to hump day. Need something to do while you await the FOMC Minutes? Start with our morning train reads:

• Star Investors Reveal Their Hits and Misses The hard lessons from Rob Arnott, Jeremy Grantham, Howard Marks and Jeffrey Gundlach (WSJ)
• U.S. Dot-Com Bubble Was Nothing Compared to Today’s China Prices (Bloomberg)
• Macro Last Month Was Better Than You Think (The Fat Pitch)
• But What Will the Market Do? (Irrelevant Investorsee also Is there a Relationship Between the Economy and Stock Market? (EconomPic Data)
• A Multimillion-Dollar Markup on a Modigliani (NYT)

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Category: Financial Press

10 Tuesday AM Reads

Its a Blue Devil morning! Our come from behind, morning train reads: • The Real Point of Active Investing (Think Advisor) • How Rich and Poor Spend (and Earn) Their Money (Real Time Economics) • Greening Your Portfolio (Slate) • Will China’s Infrastructure Bank Work? (Project Syndicate) • Our gambling culture: The craving for immediate gratification has spread well beyond…Read More

Category: Financial Press

10 Monday AM Reads

Welcome back from the holiday weekend to a light work week. Many schools are closed for Spring break, but no worries, we have your morning train reads: • Racing Towards Full Employment (CSEN) but see S&P 500 Rallying 206% Beats Wage Growth by Most in Five Decades (Bloomberg) • The Competitive Exclusion Principle (Peak Oil Barrel) • All 3 Preconditions for…Read More

Category: Financial Press

10 Sunday Reads

Good morning — round out your weekend with our Sunday morning reads: • Mohamed A. El-Erian: Eight Takeaways From the March Jobs Report (Bloomberg View) • Victims of Financial Wrongdoing Need a More Muscular S.E.C. (NYT) • Are Index-Fund Investors Smarter? (Total Return) see also Would Benjamin Graham Have Hated Index Funds? (Total Return) • Marc Andreessen: The secret weapon of…Read More

Category: Financial Press

10 Weekend Reads

Good Saturday morning. Pour yourself a hot mug of Brazilian Arabica, and enjoy our longer form weekend reads: • iPhone Killer: The Secret History of the Apple Watch (Wired) • Renegades of Junk: The Rise and Fall of the Drexel Empire (Bloomberg) • Wall Street Executives from the Financial Crisis of 2008: Where Are They Now? (Vanity Fair)…Read More

Category: Financial Press

10 Good Friday Reads

Its Good Friday, and the start of Passover. Here are your 3 day weekend at home morning reads: • Opening Windows: A once-dominant software giant is determined to prove that life begins again at 40 (The Economist) • G.M. Bets Big on a Resurgent Cadillac (NY Times) • Why Data Breaches Don’t Hurt Stock Prices (HBR) • The Monetarist Mistake…Read More

Category: Financial Press

10 Thursday AM Reads

The news flow never stops, and neither does our braised, slow smoked morning train reads: • Everybody Plays the Fool (Sometimes)  (Above the Market) see also 5 money habits of the filthy rich you can learn now (Time) • Would Charles Dow Be Selling Stocks? (Irrelevant Investor) • Low or High Inflation? Nope, Stealthy Government Debt Liquidation! (Alpha Architect) see also Euro falls…Read More

Category: Financial Press

10 Wednesday AM Reads

No foolin’ around with our April Fool’s morning train reads: • Investors Across the Globe Join the Party (WSJ) • All Hail Jeffrey Gundlach, the New Bond King (Bloomberg View) • Once-bullish fund managers start to capitulate on oil prices (Reuters) see also Oil Speculators Focused on Glut Miss Surge as Bombs Hit Yemen (Bloomberg) • Highs and lows of the minimum wage…Read More

Category: Financial Press

10 Tuesday AM Reads

Heckuva of a way to start the week, with a giant rally — let’s see if  it sticks. Meanwhile, our morning train reads: • Want to avoid a bear market? (Irrelevant Investor) see also You won’t know the bull market is over until the bear is here (MarketWatch) • China’s stock market sure looks like a bubble (Wonkblog) • A Shrewd…Read More

Category: Financial Press

10 Monday AM Reads

Back to the workweek! Spring has sprung, the futures are green, and its time for our morning train reads: • Why are interest rates so low?  (Ben S. Bernanke Blog) • How to Combine Value and Momentum Investing Strategies (Alpha Architect) but see Woe Betide the Value Investor (Research Affiliates) • Confusing today’s liquidity with tomorrow’s (TRB) • How the world’s…Read More

Category: Financial Press