The Global Retirement Dilemma


Source: Bloomberg Visual Data

Category: Taxes and Policy

10 Wednesday AM Reads

My morning train reads (Continues here): • For proof Wall Street is changing, look at Citigroup’s numbers (The Upshot) • When Bubbles Become Manias: The Psychology of Runaway Markets (TraderFeed) • Charlie Munger on Investment Concentration versus Diversification (25iq) • Since 2010, full-time jobs are up 7.6 million while part-time jobs have declined by more…Read More

Category: Financial Press

What the World Cup Tells Us About Investing Models

  “All models are wrong; some are useful.” – George E. P. Box   The quote above comes from George Box. He was a brilliant statistician and professor, who thought long and hard about the use and misuse of statistics. I was reminded of Box this weekend while watching the thrilling World Cup final between…Read More

Category: Investing, Mathematics, Sports

Hudson Yards Construction Site: Massive Changes to NYC

New York City’s Lower West Side is in the midst of a massive transformation. In about 10 years, Hudson Yards will be home to thousands of apartments, a hundred shops, a school, and 14 acres of public space. Bloomberg’s Betty Liu had a chance to walk through the site with the man behind the project

Inside NYC’s Massive Hudson Yards Construction Site

Source: Bloomberg, July 14 2014

Category: Real Estate, Video

Hong Kong – The Peg is Not Likely to be Changed

Hong Kong – The Peg is Not Likely to be Changed By Peter T. Treadway July 15, 2014       In my opinion, the Hong Kong dollar peg, which has been set since 1983 to the US dollar at 7.80:1.00,   should and will remain unchanged. There are sound economic reasons for this but…Read More

Category: Currency, Think Tank

Jeff Gundlach: Full Podcast, Now Online

This past weekend was the inaugural show of Masters in Business. Its a new Bloomberg radio show (read how it came about here).

The first show was an interview with Jeff Gundlach, who has become one of the bond market’s most influential and savvy investors. His firm, Double Line Capital, manages about $50 billion.

Over the weekend, the stream of the one hour radio show was posted to Soundcloud.

The full & uncut Interview with Jeff Gundlach is now available. Its  about double the length of the radio show. It includes:

• Short intro/explanation of what the show is;

• Full one hour radio interview (Its commercial-free and clocks in at 36 minutes)

• Full half hour podcast.

All told, its over an hour (1:09) of great Gundlachian content. I am very pleased with how this came out!

You can download the entire thing here (click, then scroll down, then right click “Download this link”).

Play full Radio + Podcast here:

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Category: Fixed Income/Interest Rates, Podcast, Web/Tech

10 Tuesday PM Reads

My afternoon train reads : • Hedge funds miss out on equity surge (FT) • Investors Still Love The Thrill of the Chase (Investing Caffeine) see also Quantum math makes human irrationality more sensible (Science News) • Here’s why Larry Summers is wrong about secular stagnation (WonkBlog) • Nocera: Helping Big Companies Compete (NY Times)…Read More

Category: Markets

30 Most Influential People in Finance & Wealth

Posted without comment Source: April Rudin, HuffPo

Category: Asset Allocation, Digital Media

Government’s Most Visible Failures, 2001-2014

Click for even more interactive data and assorted interesting things. Source: Brookings Institute

Category: Really, really bad calls

10 Tuesday AM Reads

My morning train reads (Continues here): • Mohamed El-Erian: Investors beware: economists at large (FT) • Top 10 Countries Hoarding Cash (Wall St. Cheat Sheet) • Study: A hedge fund manager’s performance-based incentive fees are indicative of his or her appetite for risk and leverage rather than skill. (CIO) see also Do Incentive Fees Signal…Read More

Category: Financial Press