Posts filed under “Financial Press”

10 Friday AM Reads

It was a busy week, but its not over yet as futures warn of downside pressure in equities. Our morning train reads will get you ready:

• Fed’s John Williams: Timing of Rate Rise Is Overrated (Upshot)
• Big Oil Is About to Lose Control of the Auto Industry (Bloombergsee also Low Prices Cool Boom in U.S. Oil Production (WSJ)
• Shilling: Where Have All the Consumers Gone? (BV)
• Did macro theory fail us in the crisis? (Noahpinionsee also Forecasting vs Explaining (Stumbling and Mumbling)
• Actual words my coworkers have said to me, a woman in tech (Quartz)

 Continues here

 

Category: Financial Press

10 Thursday AM Reads

The long awaited appearance of Spring is in full flower in NYC, with0 warm sunny weather and buds blooming everywhere. Also, morning train reads: • Ben Bernanke Will Work With Hedge Fund Citadel as an Adviser (NYT) • The indomitable benchmarks! (Statistical Ideas) • Fighting the Bubble in Bubbles (BV) see also A Bubble in Bubbles? (April 2005) • The Subtle Tyranny…Read More

Category: Financial Press

10 Wednesday AM Reads

Its that day again, when you get to #humblebrag about how much you are paying to in taxes. Hence, our Uncle Sam inspired morning train reads: • U.S. Plans Stiffer Rules Protecting Retiree Cash (NYT) Why? Because of The Impossible Sale: An S&P 500 Index Funds at 60bps with a 3% Sales Load (Alpha Architect) • Not-So-Great Expectations: Why Real…Read More

Category: Financial Press

10 Tuesday AM Reads

The US Presidential race heats up –18 months prior to election. I yearn for a more civilized process, like the U.K.’s — 2 months and done. Oh, and our morning train reads: • US companies on course to return $1tn to shareholders in 2015 (FT) but see also BlackRock’s Chief, Laurence Fink, Urges Other C.E.O.s to Stop Being So Nice…Read More

Category: Financial Press

10 Sunday AM Reads

Round out your Sunday morning with our easy like Sunday morning reads: • Fidelity CEO Abigail Johnson’s Blind Spot (TRB) • Greening Your Portfolio (Slate) • CNBC’s SquawkBox Has Lowest Nielsen Rating In Its History (Zero Hedge) • A Cynic’s Guide To Fintech (Medium) • Middle Class, but Feeling Economically Insecure (NY Times) but see The rich get government handouts just like…Read More

Category: Financial Press

10 Weekend Reads

Good Saturday morning. Pour yourself a hot mug of Kenya AA coffee‎, and enjoy our longer form weekend reads: • Deconstructing ShadowStats. Why is it so Loved by its Followers but Scorned by Economists? (EconoMonitor) • How tech billionaires are using money and data to solve for death (Washington Post) • The Secret Sauce: How Buffalo Wild Wings…Read More

Category: Financial Press

10 Friday AM Reads

The week’s over already – how did that happen? Finish strong with our hand curated morning train reads: • Did you miss the stock market rally? You’re not alone (Bankrate) • You’ve Never Heard of the Bull Market’s Best Stock Pickers (Bloomberg) • QOTD: Jamie Dimon Addresses His Critics (TRB) but see The unflattering chart that Jamie Dimon forgot to…Read More

Category: Financial Press

10 Thursday AM Reads

Its a “mixed” batch of news this morning, but we never let that stop us from curating the best damned morning train reads in the business: • IT’S NOT 1999 (Stratechery) see also Monitoring Bubble Risk In The US Stock Market (The Capital Spectator) • Oil Prices Tumble as Supplies Hit New Record (WSJ) • Job Openings Climb to Highest…Read More

Category: Financial Press

10 Wednesday AM Reads

Welcome to hump day. Need something to do while you await the FOMC Minutes? Start with our morning train reads: • Star Investors Reveal Their Hits and Misses The hard lessons from Rob Arnott, Jeremy Grantham, Howard Marks and Jeffrey Gundlach (WSJ) • U.S. Dot-Com Bubble Was Nothing Compared to Today’s China Prices (Bloomberg) • Macro Last Month Was Better…Read More

Category: Financial Press

10 Tuesday AM Reads

Its a Blue Devil morning! Our come from behind, morning train reads: • The Real Point of Active Investing (Think Advisor) • How Rich and Poor Spend (and Earn) Their Money (Real Time Economics) • Greening Your Portfolio (Slate) • Will China’s Infrastructure Bank Work? (Project Syndicate) • Our gambling culture: The craving for immediate gratification has spread well beyond…Read More

Category: Financial Press