Posts filed under “Financial Press”

10 Wednesday AM Reads

Midweek, and the news-flow continues apace. It is our privilege to bring you the finest custom morning train reads in the land:

• What Happens When Vanguard Owns Everything? The company is bigger than an 800-pound gorilla–and still growing. (Morningstar)
• Old Age Doesn’t Kill Bull Markets (Dr. Ed Yardeni)
• The Billion Prices Project Thinks Inflation May Have Turned a Sharp Corner  (Real Time Economicssee also The Inflation Cycle May Have Turned (Real Time Economics)
• LOL: Should you invest with a high school hedge fund manager? (Quora)
• Five Charts Show Europe’s Economy Is All Right (Bloomberg View)

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Category: Financial Press

10 Tuesday AM Reads

The world keeps spinning, the news keeps flowing, and we sort it all out for you with our morning train reads: • Hedge Funds Are Boosting Tech Valuations to Dangerous Heights (Bloomberg) • A Scary Movie: Filling Your 401(k) With Company Stock (NY Times) • China Wants to Buy Europe (Bloomberg View) see also An update on Asian equities…Read More

Category: Financial Press

10 Monday AM Reads

Start your workweek right with our artisanal morning train reads: • Strong Dollar Hammers Profits at U.S. Multinationals (WSJ) • Richard Fisher, Often Wrong but Seldom Boring, Leaves the Fed (NY Times) • Economists agree: deflation is either good, or bad, or irrelevant (FT Alphaville) • Why are so few homes for sale in the Bay Area? (SF Gate) see also The…Read More

Category: Financial Press

10 Sunday Reads

Ahh, a sunny Spring Sunday morning. Its still too cold for the birds to be singing, but thats only a few weeks away. On to our morning chillaxing at home reads: • Wages Haven’t Been This Crucial to U.S. Economy in Half Century (Bloomberg) • Swedroe: Ignore Interest-Rate Noise (ETF.com) • Investing: The Fed and unintended consequences (USA Today)…Read More

Category: Financial Press

10 Weekend Reads

Spring has Sprung! Before you go out to enjoy that delightful warmer weather, pour yourself a hot mug of Major Dickason’s Blend, and enjoy these longer form weekend reads: • Disney’s $1 Billion Bet on a Magical Wristband (Wired) • A Sucker Is Optimized Every Minute (NY Times) • Funds Run by Robots Now Account for $400 Billion (Bloomberg) • Inside…Read More

Category: Financial Press

10 Friday AM Reads

Good Friday morning. That week went by quickly. Finish it up with our hand curated morning train reads: • The Hierarchy of Alpha (CIO) • Housel: What’s Wrong With Finance (Fool) • American companies are running out of places to stash their insane pile of cash (Quartz) • Letter From Berlin: Why Are the Germans So Hellbent on Austerity? (The Nation) see also How likely…Read More

Category: Financial Press

10 Thursday AM Reads

Good post-FOMC rally morning. Settle in for our daily train reads: • Market Valuation Metrics: Where Do We Stand? (Alpha Architect) but see Everyone Hates U.S. Stocks (Bloomberg) • FOMC Day’s Wild Ride (Irrelevant Investor) • Meet the New Bond King: Joshua Barrickman is the opposite of Bill Gross. But his Vanguard index fund is poised to become the biggest…Read More

Category: Financial Press

10 Wednesday AM Reads

Its day 2 of the FOMC meeting, and apparently, I am one of the few on this planet who believe keeping or removing the word “patient” is totally irrelevant. But your patience will be rewarded with our midweek morning train reads: • The Fuzzy, Insane Math That’s Creating So Many Billion-Dollar Tech Companies (Bloomberg) see also Mind Games…Read More

Category: Financial Press

10 Tuesday AM Reads

Markets were upbeat yesterday on news from Europe. As my pal Doug Kass noted, the Dow rose 140 last Monday, was down 330 on Tuesday, +260 on Thursday, -250 on Friday (before finishing -145), while yesterday +228. And today? We have your morning train reads: • Mutual Funds Pick Year When S&P 500 Is Up 1% to Beat the…Read More

Category: Financial Press

10 Monday AM Reads

Good Monday morning. Let’s jump right in with our daily train reads: • Remaining Rational in an Irrational Marketplace (Emotional Investor) see also Rooting For a Bear Market? (A Wealth of Common Sense) • How Many Mutual Funds Routinely Rout the Market? Zero (NYT) • Uh-Oh: 401(k) Stock Allocation Highest Since 2007 (Dan Lyons) • Learning From a Lagging Mutual Fund:…Read More

Category: Financial Press