Posts filed under “Financial Press”

10 Thursday AM Reads

Our locally grown, 40 day dry aged morning train reads:

• Does It Really Matter Exactly When the Fed Raises Rates? (NYTsee also June FOMC Recap (Tim Duy)
• Apple Watch: My most personal review ever (Loop)
• Rich people are jerks, explained (Vox)
• GOP bill would repeal federal ethanol mandate (TheHill)
• Unicorns (Stratechery)

Continues here

 

 

Category: Financial Press

10 Wednesday AM Reads

Happy FOMC day! Start it off with our organic, Yellen-free morning train reads: • Obsessing Over Profit Margins Is Good Way to Miss S&P 500 Gains (Bloomberg) • Energy Industry Is Gassing Down: Collapse of oil and gas prices has producers rethinking output (WSJ) • With Eye on Fiscal Armageddon, Texas Set to ‘Repatriate’ Its Gold To New Texas…Read More

Category: Financial Press

10 Tuesday AM Reads

Our hand-crafted, Two-for-Tuesday morning train reads: • Are Grantham And Hussman Correct About S&P 500 Valuations? (Value Walk) see also To the guy who thinks that stocks for the long run is “dangerous,” I say thank you. You are the equity-risk premium (Irrelevant Investor) • 25 things I wish I knew when I graduated from high school (MarketWatch) •…Read More

Category: Financial Press

10 Monday AM Reads

800 years after the Magna Carta was signed, we continue the Anglo-American legal tradition of morning train reads: • Horizons: Markets Are Jittery as Fed Gears Up to Increase Rates (WSJ) but see Don’t Fear Fed’s Rates ‘Liftoff’ (WSJ) • Billionaire Bunkers: Exclusive Look Inside the World’s Largest Planned Doomsday Escape (Forbes) • All the Clean-Energy Successes That Came Out of…Read More

Category: Financial Press

The NY Post’s Financial Innumeracy

@TBPInvictus here: The New York Post ran a piece on Netflix (NFLX), written by Claire Atkinson, that was, to put it charitably, interesting. And by interesting I mean that it painfully misstated the very simple mathematics of stock splits. The piece implied that NFLX is wildly overvalued. I have no problem with that. Not that…Read More

Category: Bad Math, Cognitive Foibles, Data Analysis, Financial Press, Really, really bad calls

10 Sunday Reads

My easy like Sunday morning reads: • Cullen Roche: Financial Journalism Operating Guidelines (PragCap) • Americans Are Getting Big Raises. You Just Need to Do a Little Math to See Them. (Slate) • Fiat’s Endless Dating Game (Bloomberg View) • The Internet of Tweets (Medium) • 36 Life Lessons I Learned Before the Age of 30: The President of Y…Read More

Category: Financial Press

10 Weekend Reads

Good Saturday morning. Pour Draw yourself a double expresso, and settle in for our longer form weekend reads: • What is code? If you don’t know, you need to read this (Bloomberg) • The Secret History of SEAL Team 6: Quiet Killings and Blurred Lines (NYT) • The Dating Business: Love on the Rocks (WSJ) • The Story of…Read More

Category: Financial Press

10 Friday AM Reads

Wrapping up the week, with our allergy stricken morning train reads: • China, the world’s worst investment bubble will burst soon (Marketwatch) • The Market for “Lemons”: A Lesson for Dividend Investors (RAFI) • Twitter’s CEO is stepping down. Here’s why the company’s in trouble. (Vox) see also For Twitter, Future Means Here and Now (NYT) • Reagan and Thatcher Would Mock…Read More

Category: Financial Press

10 Thursday AM Reads

Heckuva rally yesterday! Could it last another 2 years? You will have to read our custom MTO (Made to Order) morning train reads to find out: • Two more years of Bull? (Reformed Broker) but see Yikes! A fifth of big stocks in bear market (USAT) • What Good Is History? Everyone has their own version. Here’s the best way…Read More

Category: Financial Press

10 Wednesday AM Reads

Welcome to mid-week. Here are our local, organically grown morning train reads: • Warren Buffett Is Winning Fans in China: Growing enthusiasm about stocks adds to interest in Berkshire Hathaway CEO (WSJ) • Calling the Turns: Why Market Timing Is So Hard (Research Affiliates) see also Are You a Closet Technician? (Irrelevant Investor) • Iceland put bankers in jail rather…Read More

Category: Financial Press