Posts filed under “Financial Press”

TDS: Better Call Foul

Category: Financial Press, Humor, Television, Weekend

10 Wednesday AM Reads

This morning’s train reads were prepared with a heavy heart, but no worries, we still have you covered: • The Nasdaq is doing the most bullish thing a market can do (MarketWatch) but see As FTSE Hits a 15 year Record, Beneath the Surface . . . (Moneybeat) • Climbing the Great Wall of Worry in China (Market Anthropology) • The…Read More

Category: Financial Press

10 Tuesday AM Reads

My Big Fat Greek Wedding morning train reads: • Highest Forward 12-Month P/E Ratio for S&P 500 since 2004 (FactSet) but see To Nasdaq 5000 and Beyond (Barron’s) • Reports of My Death Have Been Greatly Exaggerated: Hedge funds nearly drowned in 2014, beset by bad news and bad returns. Prepare for a comeback. (Chief Investment Officer) • Four Reasons…Read More

Category: Financial Press

10 Monday AM Reads

Welcome back to the last full work week of the shortest month of the year. Start it off right with these morning train reads: • Dear Silicon Valley: Here’s your wake-up call (Business Insider) • The active fund management model is not fit for purpose (FT) see also Why Active Management Fell Off a Cliff – Perhaps Permanently (Reformed Broker) • Forget…Read More

Category: Financial Press

10 Sunday Reads

Settle in for some snowy Sunday morning reads: • Questioning Your Most Dangerous Assumptions: Does Rebalancing Add Value? (Newfound) • The History of the Global Equity Portfolio (Pragmatic Capitalism) • Value Investing Fund Assessment: The Incorrect Approach (Alpha Architect) • Swedroe: Be Leery Of Hedge Funds ( see also Hedge Fund Wades Into RadioShack’s Rough Waters (WSJ) • Why…Read More

Category: Financial Press

10 Weekend Reads

Settle into your favorite easy chair, pour a cup of joe, and enjoy our longer form weekend reading: • The Riddle of Tampa Bay: Harold and Jay Bowen—who alone have managed billions for Tampa’s police and firefighters for forty years—may be two of the greatest stock pickers of all time. (Chief Investment Officer) • Your Brain Is Primed To…Read More

Category: Financial Press

10 Friday AM Reads

Here are our end of week morning train reads: • Walmart CEO Doug McMillon letter to associates regarding minimum salaries (Walmart) see also A stimulus plan for the heretofore unstimulated (TRB) • Revealed: The experts Apple hired to build an electric car (9to5 mac) • Why Nasdaq in 2015 is not the same as 2000 (Irrelevant Investor) • Your Alpha…Read More

Category: Financial Press

Another one from the archives I was saving for while I am otherwise occupied. Enjoy. ~~~ Having a fluency in the writing arts is one of the prerequisites for a career in journalism. The ability to sum up an event in an understandable manner is crucial. But people with highly developed language skills often lack…Read More

Category: Financial Press

10 Thursday AM Reads

Happy Chinese New Year — the year of the goat.  But there are no goats in our morning train reads: • Why the Alarms About a Slight Rate Hike? (WSJ) see also Fed Appears to Hesitate on Raising Interest Rate (NYT) • Bull Signal: Basic Material Stocks Starting to Rally (Barron’s) • The Miracle of Minneapolis: No other place mixes…Read More

Category: Financial Press

“Pulling Out All The Stops”

Cassandra Does Tokyo is an Investment Banker now relocated to Japan ~~~ Journos, observers, commentators, bloggers, traders, analysts, strategies, newscasters, reporters, and so it seems just about everyone else has a view on QE. And the result is overwhelminglyINTENSE. They’ve PULLED OUT ALL THE STOPS!!!!. No, not the ECB. I mean, anyone writing about the ECB’s announced…Read More

Category: Federal Reserve, Financial Press, Think Tank