Posts filed under “Financial Press”

10 Tuesday PM Reads

My afternoon train reads:

• ​Sorry, Putin. Russia’s economy is doomed (WonkBlog) see also Why Are Commodity Prices Falling? (Project Syndicate)
• Is Technology Speeding Up Market Cycles? (A Wealth of Common Sense)
• Investors Flee Active Stock Managers (WSJ)
• Jeffrey Gundlach, on his year as new ‘King of Bonds’ (Reuters)
• Higher capital requirements didn’t slow the economy (Money and Banking) see also How to regulate banks: crazy like a fox (FT Alphaville)
• How to Be a Better Digital Native (Scientific American)
• Beware The Man Of One Study (Slate Star Codex)
• Road, Bridges and Tunnels Matter, America (Bloomberg View) see also Inside America’s crumbling infrastructure (The Week)
• Once And For All: Michael Jordan Was Way Better Than Kobe Bryant (FiveThirtyEight)
• Feeling Like a Winner Changes What You Think Is Fair (Harvard Business Review)

What are you reading?


US economy close to full capacity

Source: Deutsche Bank

Category: Financial Press

10 Tuesday AM Reads

The news flow is fraught with distractions and irrelevancies, but we have your back: Morning train reads: • New York Mag’s Boy Genius Investor Made It All Up (New York Observer) • Be a Good Loser (Meb Faber) see also Intelligent investors must be able to take the bitter with the better. (Irrelevant Investor) • Bitcoin is the worst investment…Read More

Category: Financial Press

10 Monday PM Reads

My afternoon train reads: • How Cheap Oil Complicates Investing (WSJ) • Shiller: Home Buyers Are Optimistic but Not Wild-Eyed (The Upshot) • Commodities Go From Hoard to Floored (WSJ) see also Saudis risk playing with fire in shale-price showdown as crude crashes (Telegraph) • BuzzFeed is killing it and its older rivals are rattled (Quartz) • How to…Read More

Category: Financial Press

10 Monday AM Reads

This is the last full work week of the year before the holidays erupt. We got your over fresh reads, butter melting and ready to go: • Outlook 2015: Stick With the Bull (Barron’s) • How Crude Oil’s Global Collapse Unfolded (WSJ) see also This Hedge Fund’s Machines Are Making the Right Calls on Oil (Bloomberg)…Read More

Category: Financial Press

10 Sunday Reads

My morning afternoon train reads: • This Week Was A Stark Reminder Of How Fast Good Stock Markets Can Turn Bad (Business Insider) but see It’s the waiting part that’s hard (Above the Market) • ‘My seven biggest investment regrets’ (Telegraph) • 122 Things Everyone Should Know About Investing and the Economy (Fool) • Some Cheerful Signs…Read More

Category: Financial Press

10 Weekend Reads

Pour yourself some Arabica coffee, settle into your favorite easy chair, and sashay up to our longer form weekend reads: • Why America’s middle class is lost: They took America to the moon. Then something went horribly wrong. (Washington Post) • Hedge Fund Manager Finds Stalking Lions With Camera Harder Than Tracking Markets (Bloomberg) • Deadliest US…Read More

Category: Financial Press

10 Friday AM Reads

Its finally Friday after a torture laden week as Oil heads to $50. And, our morning train reads: • The stock market is not even close to topping out (MarketWatch) • Lessons Learned in 2014 (AllianceBernstein) see also Burt Malkiel: Walk Away from 2015 Know-It-Alls (Bloomberg) • Misreading the Lessons From Financial Crises (NYT) • November Retail…Read More

Category: Financial Press

10 Thursday PM Reads

My afternoon train reads: • The Innovators: Class of 2014 – The CIO Industry Innovation Awards. Three hundred asset owners were nominated. Sixty reached the finals. These ten individuals—representing their funds and the very best of institutional investing—are the victors. (Chief Investment Officer) • Noah Smith: Sometimes Markets Are Stupid (Bloomberg View) • The mansion and the jail cell: A…Read More

Category: Financial Press

10 Thursday AM Reads

Our early morning train reads, now with even less insider trading: • With All Due Respect Mr. Bogle (Irrelevant Investor) • The Fed and Oil: 2014 is not 2011 in Reverse (Ft Alphaville) • Asness: Efficient Frontier “Theory” for the Long Run (AQR) • The rise of rich man’s subprime (Fortune) • 10 Legendary Investment Rules…Read More

Category: Financial Press

10 Wednesday PM Reads

My afternoon train reads: • Some People Will Never Learn (A Wealth of Common Sense) • The Myth of Passive Investing Begins to Unravel… (Pragmatic Capitalism) • The Hedgehog Review: Falling (Institute for Advanced Studies in Culture) • Why Free Marketeers Don’t Buy Climate Science (Bloomberg) • New Leak Reveals Luxembourg Tax Deals for Disney,…Read More

Category: Financial Press