Posts filed under “Financial Press”

10 Monday PM Reads

My afternoon train reads:

• S&P 500′s Rise at Five Times GDP Growth Shows Recovery Is Priced Into Stocks (Bloomberg)
• Hedge Funds’ Assets Rise, Even as Gains Fall (Barron’s)
• The Downside to Stock Buybacks (WSJ) see also Buybacks are a Capital Structure Decision not an Investment Decision (Expecting Returns)
• This stock market index is almost like a crystal ball (MarketWatch)
• Why the Eurozone suffers from a Germany problem (Mainly Macro)
• Law Lets I.R.S. Seize Accounts on Suspicion, No Crime Required (NY Times) see also Millions Of Americans’ Wages Seized Over Credit Card And Medical Debt (NPR)
•  One Percenters Drop Six Figures at Long Island Mall (Bloomberg)
• Corporate America starts to spend again (FT)
• Car dealers are awful. It’s time to kill the dumb laws that keep them in business. (Vox)
• China’s Submarines Add Nuclear-Strike Capability, Altering Strategic Balance (WSJ)

What are you reading?



Amazon’s Spending Leads to Biggest Quarterly Loss in 14 Years

Source: WSJ


Category: Financial Press

10 Monday AM Reads

My morning afternoon train reads: • James Montier: Maximizing Shareholder Value Is The Dumbest Idea In The World (Business Insider) • My (Somewhat Tepid) Defense of Hedge Funds (AQR Capital) but see Seeking Clarity Within the Hedge Fund Mirage (Brandes Inst) • The marijuana industry could be bigger than the NFL by 2020 (Washington Post)…Read More

Category: Financial Press

10 Sunday Reads

Good Sunday morn. Pour yourself a mug of coffee and settle in for our our Easy like Sunday Morning reads: • Stocks Rally on Upbeat Earnings Reports (Barron’s) see also  Investors Resume Rush for Stocks, but Fears Lurk (WSJ) • The Truth Hidden by IBM’s Buybacks (DealBook) • Why Being an Entrepreneur Is Harder Than Running Merrill…Read More

Category: Financial Press

10 Weekend Reads

Welcome to the weekend. Pull up an easy chair, tall yourself a hot cup of joe, and enjoy our longer form weekend reads: • Making the world’s problem solvers 10% more efficient: Ten years after a Google engineer empowered researchers with Scholar, he can’t bear to leave it (Medium) • Wake Up, Europe by George Soros (New York…Read More

Category: Financial Press

10 Friday AM Reads

Is this insane week nearly over already? Get set for your weekend, with our expertly curated morning train reads: • Revenge of the mom and pop investors (Fortune) see also You’re Not Listening To Robert Shiller If His CAPE Ratio Has You Scared Of Stocks (Business Insider) • Helicopter money (Mainly Macro) • Nobody Knows…Read More

Category: Financial Press

10 Thursday PM Reads

My afternoon train reads: • Panic Defused in Stocks With Sharpest VIX Drop Since 2009 (Bloomberg) see also Clouds Darken for America’€™s Blue-Chip Stocks (WSJ) • Are 401(k) Plans Setting Up Millennials for Pain? (Fiscal Times) • Why would the ECB buy corporate bonds? (FT Alphaville) • Why Rising Rents Haven’t Pumped Up Inflation (Real Time…Read More

Category: Financial Press

10 Thursday AM Reads

My morning train reads: • How to become an equity fund manager (Banker’s Umbrella) • That was nuts, what’s next? Goldman edition (FT Alphaville) see also Goldman Sachs Shows Investors Path Out of Economic ‘Wonderland’ (Bloomberg) • China’s slowdown is secular, not cyclical (FT) • Lies Investors Tell Themselves (Wealth of Common Sense) see also…Read More

Category: Financial Press

10 Wednesday PM Reads

My afternoon train reads: • The world’s best market timers: the Federal Reserve (Marketwatch) • Hedge Funds Take Another Hit as Spinoff Stocks Fizzle (WSJ) see also Misery Widespread at Hedge Funds (WSJ) • Swedroe: Valuations And Asset Allocation ( • Yes, Market Volatility Is a Job-Killer (Real Time Economics) • New York Fed Caught Sight of London Whale…Read More

Category: Financial Press

10 Wednesday AM Reads

My morning train reads: • U.S. Stocks Surge; Nasdaq Up 2.4% (WSJ) but see Hong Kong Stocks Defy Protests to Post World’s Best Gain (Bloomberg) • Investors Hiring: Mathematicians and Artists Need Apply (Institutional Investor) • Cassidy: Is the Chinese Economy About to Fall Off a Cliff? (New Yorker) see also The Top 10 U.S….Read More

Category: Financial Press

10 Tuesday PM Reads

My afternoon train reads: • Pictures of MERS, Part 1: Corporate Documents Illustrate the Mortgage Shell Game (HuffPo) • They Studied Keynes and They’re Doing This. Why Can’t the Fed See It? (Bloomberg) • Regulator Tells Banks to Clean Up Bad Behavior or Face Downsizing (Dealbook) • Fed to Banks: Shape Up or Risk Breakup (WSJ)…Read More

Category: Financial Press