Posts filed under “Financial Press”

10 Tuesday AM Reads

My morning afternoon train reads:

• The $400 Billion Bond Mismatch Keeping Bears at Bay Endures (Bloomberg)
• Boomers, Millennials and Interest Rates: A Muni Investor’s Perspective (Black Rock Blog) see also An Unbeatable Investment for Millennials (BV)
• Hedge Funds Lose Money for Everyone, Not Just the Rich (Bloomberg)
• How Macquarie Makes Money By Losing Money on Toll Roads (Streetsblog USA)
• After Recession, Home-Remodeling Is on the Rise (Real Time Economics)

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Category: Financial Press

10 Monday PM Reads

My afternoon train reads: • States’ Finances Are Now on Solid Ground: With a few prominent exceptions, states are healthier than they’ve been in years. Good news for municipal-bond investors. (Barron’s) • The Mistakes We Make—and Why We Make Them (WSJ) • What to do with PIMCO Total Return in your 401(k) (The Oregonian) • The Smart Way…Read More

Category: Financial Press

10 Monday AM Reads

Welcome back to a holiday shortened week, where I am “pre-dieting” in anticipation of Turkey Day. Here are our low-calorie morning train reads: • Sign of Health for Stocks: Weak 2015 Forecasts (WSJ) • Swedroe: Why Alpha’s Getting More Elusive (ETF) see also For Some Stock Pickers, Worst Showing in 10 Years (MoneyBeat) • Why…Read More

Category: Financial Press

10 Sunday Reads

Pour some coffee and settle in for some Sunday morning reads: • Cheap-Oil Era Tilts Geopolitical Power to U.S. (Bloomberg) see also Oil at $75 Means Patches of Texas Shale Turn Unprofitable (Bloomberg) • How the Stock Market Performs Before and After Big Drops and Big Rallies (Crossing Wall Street) • So You Think You’re…Read More

Category: Financial Press

10 Weekend Reads

Its the weekend! Pour yourself a mug of Jamaican Blue Mountain, settle into your favorite chair (where are my reading glasses?) and enjoy our reads: • Welcome to the Failure Age! (NY Times) • Google’s Larry Page: The most ambitious CEO in the universe (Fortune) • Martin Wolf asks Why Weren’t Alarm Bells Ringing?  (NYRoB) • The Smartest…Read More

Category: 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….Read More

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