Posts filed under “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 affordability, opportunity, and wealth so well. What’s its secret? (The Atlantic)
• Negative rates as global cash burn (FT Alphavillesee also Unbalanced hopes for the world economy (FT)
• Oil Is Cratering. American Oil Isn’t. What Gives? (Slate)
• How Our Memories Shape Market Cycles (A Wealth of Common Sense)
• Last Year Saw Pivot In New-Home Sizes (Real Time Economics)
• Microsoft Has Suddenly Gotten Serious With Mobile (NYT) see also Redmond and Reality (stratechery)
• The (Mobile) Investor of the Future (Medium)
• Norm Macdonald Tweeted About The SNL Anniversary & You’re Gonna Want To Read Every Word (Gothamist)

What are you reading?

 

 

Commercial property has been delivering excellent returns

Source: The Economist

 

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

10 Wednesday AM Reads

Another lovely day in NYC — crisp sunny and cold. It might be warmer after you absorb our extra-strength morning train reads: • Why Active Management Fell Off a Cliff – Perhaps Permanently (TRB) but see If you want to make money on the markets you’ve got to tune out the noise (National Post) • Apple Pay gets a big vote…Read More

Category: Financial Press

10 Tuesday AM Reads

Its a vacation week in the States, but thats doesn’t mean we stop reading, and neither should you. My morning train reads: • Physics in finance: Trading at the speed of light (Nature) • Credit Suisse Global Investment Returns Yearbook 2015 (Credit Suisse) • Josh’s awesome investment mix (Reformed Broker) • Goldman Sachs Doesn’t Care What You Think (Epicurean Dealmaker) • Gary Shilling…Read More

Category: Financial Press

10 President’s Day Reads

3 day weekend! No worries, we have some morning reads for you: • Some of the Oldest Companies in the Tech Industry Are Hitting Multiyear Highs (Slate) •  The NYTimes could be worth $19bn instead of $2bn (Monday Note) • Japan’s Weak GDP Belies Progress in Deflation Battle (Bloomberg) • Meanwhile, at the “Best House in a Bad Neighborhood”……Read More

Category: Financial Press

10 Sunday Reads

Good Sunday morning. As the Northeast settles in for some cold winter weather, its 73 degrees in La Jolla, where I am decidely not. And some morning reads: • Here’s a $9 Trillion Question (Bloomberg) • What Do Low Interest Rates Mean for Stock Market Returns? (A Wealth of Common Sense) • Tech Leads the Way as Nasdaq…Read More

Category: Financial Press

10 Weekend Reads

That was some week! The S&P is now positive year-to-date, and is at record highs, as the Nasdaq is coming up on its 2000 highs. Settle in with a big cup-o-joe, and enjoy our longer-form weekend reads: • Life in the Algorithm: The searches we make, the news we read, the dates we go on, the…Read More

Category: Financial Press

10 Friday AM Reads

Triskaidekaphobians, relax! There is no reason to fear Friday the 13th, not when you have the best morning train reads in the land: • Why the Bond Bull Market Isn’t Over (Barron’s) • Cry me a river that leads to Omaha (Michael Santoli) see also Protégé Partners: These factors ‘wreaked havoc’ in our bet against Buffett (Adam’s Angle) • Investors…Read More

Category: Financial Press

10 Thursday AM Reads

Straight-outta-Brooklyn, our craft brewed, dry-aged, hand curated morning train reads: • What If Everything We Know About Recessions IsWrong? (BView) •  In Wake of Financial Crisis, Goldman Goes It Alone (WSJ) • Apple’s New Market (stratechery) see also What Apple Just Did in Solar Is a Really Big Deal (Bloomberg) • The key to financial success isn’t saving more. It’s investing more (Prag…Read More

Category: Financial Press

10 Wednesday AM Reads

Who are all these new faces on my TV? No Williams, no Colbert, and soon no Letterman and no Stewart. No worries, we have you covered with our morning train reads: • Baltic Dry at Lowest Level Since August 1986 (Bloomberg) see also The Shipping News: Brutal. As per usual (Financial Post) • Treasure Hunt: In this turbulent…Read More

Category: Financial Press