The International Dimension of Confidence Shocks

Category: Think Tank

Crosby, Stills & Nash Primer

Click for Spotify playlist   SUITE: JUDY BLUE EYES, Crosby, Stills & Nash (1st Album) It wasn’t an immediate hit. “Marrakesh Express” got all the airplay. And being in excess of seven minutes long, radio was reluctant to play the track in its entirety, the days of free format radio were dying. So the initial…Read More

Category: Friday Night Jazz, Music, Weekend

Succinct Summation of Week’s Events 4.18.14

Succinct Summations week ending April 18 Positives: 1. The S&P 500 had its best week since July 12. 2. The Philly Fed came in at 16.6, v expectations of 9, nice beat. 3. Initial jobless claims come in at 304k v 315k expected, the four-week moving average is the lowest since 2007.. 4. U.S. March…Read More

Category: Markets

How Americans Die

Click for an interactive slideshow or scroll down. Source: Bloomberg Visual Data

Category: Data Analysis, Digital Media

10 Friday AM Reads

Some reads to keep you busy on this Good Friday morn: • Did the bull market happen without you? Here’s why (MarketWatch) • Money Rotates Into Late Cycle Names (All Star Charts) see also Why Stocks Are 43% Too Expensive (Forbes) • Active managers must work to justify fees (FT) • Yuan Depreciation Is Deeper Than You Think (Real…Read More

Category: Financial Press

Howard Marks: Dare to Be Great II

Dare to Be Great II John Mauldin April 16, 2014     I can’t tell you how many thousands of hours I have spent, over the years, thinking about, reading about, and talking about how to be a consistently successful investor; but I can tell you this: I’m still working at it. And once in…Read More

Category: Think Tank

Inside the Design Studio Where Ferraris Are Born

Pininfarina has been successfully designing luxury cars for more than 80 years. The Italian design firm is responsible for some of the world’s most luxurious and expensive supercars – think Ferrari, Maserati, Rolls Royce. Bloomberg visited Pininfarina’s headquarters in Italy. Inside the Design Studio Where Ferraris Are Born Source: Bloomberg, April 15 2014

Category: Weekend

Asness: Stocks & Bonds Are Expensive

Cliff Asness, founder & CIO at AQR Capital Management, discusses his investment strategy, how geopolitical risks influence markets, his biggest market concern and why he believes we are not in a tech bubble on Bloomberg Television’s “Market Makers.”

Long-Term Market Outlook Concerns Me Most: Asness

Bloomberg April 15

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Bloomberg’s Michael McKee and Cliff Asness, founder & CIO at AQR Capital Management, dig deeper into consumer prices for March and weigh the expense of bonds and equities on Bloomberg Television’s “Market Makers.”

Stocks and Bonds Both Equally Expensive: Asness

Bloomberg April 15

Category: Investing, Valuation, Video

10 Thursday PM Reads

Afternoon train reading: • Swedroe: Don’t be a member of the hedge fund club  (CBS) • Active vs. Passive: Try harder or do something easier? (Abnormal Returns) see also Stories Triumph Statistics (Seeking Wisdom) • Beware Of The Walking Dead In Your Portfolio (Forbes) • China in gold collateral financing shock (FT Alphaville) • Intentions On Housing (Alhambra…Read More

Category: Financial Press

China’s Bloated Financial System: A Quick Guide

Source: Bloomberg Briefs

Category: Finance