10 Tuesday AM Reads

My morning afternoon train reads:

• The $400 Billion Bond Mismatch Keeping Bears at Bay Endures (Bloomberg)
• Boomers, Millennials and Interest Rates: A Muni Investor’s Perspective (Black Rock Blog) see also An Unbeatable Investment for Millennials (BV)
• Hedge Funds Lose Money for Everyone, Not Just the Rich (Bloomberg)
• How Macquarie Makes Money By Losing Money on Toll Roads (Streetsblog USA)
• After Recession, Home-Remodeling Is on the Rise (Real Time Economics)

Continues here



Category: Financial Press

Falling apart: America’s neglected infrastructure (60 Minutes)

Falling apart: America’s neglected infrastructure

Source: 60 Minutes

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Category: Really, really bad calls, Taxes and Policy, Video

10 Monday PM Reads

My afternoon train reads: • States’ Finances Are Now on Solid Ground: With a few prominent exceptions, states are healthier than they’ve been in years. Good news for municipal-bond investors. (Barron’s) • The Mistakes We Make—and Why We Make Them (WSJ) • What to do with PIMCO Total Return in your 401(k) (The Oregonian) • The Smart Way…Read More

Category: Financial Press

Masters in Business: Robert Shiller Interview

In the latest “Masters in Business” podcast, I speak with Robert Shiller, Stirling Professor of Economics at Yale University and winner of the 2013 Nobel Prize in economics. Shiller makes a key point about finance:  “We really do not know the future. Since we don’t, we are talking finance and insurance. They are really about an uncertain…Read More

Category: Podcast

Fed Policy and Stock Outlook

Fascinating stuff here: The Easy Money’s Been Made: Fed Policy and Stock Outlook Source: Bloomberg Chart of the Day

Category: Federal Reserve, Fixed Income/Interest Rates, Markets

10 Monday AM Reads

Welcome back to a holiday shortened week, where I am “pre-dieting” in anticipation of Turkey Day. Here are our low-calorie morning train reads: • Sign of Health for Stocks: Weak 2015 Forecasts (WSJ) • Swedroe: Why Alpha’s Getting More Elusive (ETF) see also For Some Stock Pickers, Worst Showing in 10 Years (MoneyBeat) • Why…Read More

Category: Financial Press

Growth First. Then, these other things.

Clarke and Dawe – Growth first. Then these other things can be dealt with, whatever they are.

Published on Nov 19, 2014

“Joe Hockey, Australian Treasurer” Originally aired on ABC TV: 20/11/2014



Category: Economy, Humor, Video

Category: Currency, Technical Analysis, Think Tank

Last Few Slots Left: NYC Open House (December 8-12)

We just had a trip to Washington D.C. Coming up in the new year will be visits to Seattle, Austin, and San Francisco, But a number of you suggested New York City as our next place for a meet and greet, and so that is what we decided to do. We have scheduled the week…Read More

Category: Asset Allocation, Investing

Sleep Deprivation & Your Brain

Via Mic:    click for ginormous graphic   Source & resources: The Journal of Neuroscience, International Scholarly Research Notes, Experimental Brain Research, Psychological Bulletin, UC Berkeley Walker Sleep Lab, PNAS, International Journal of Occupational Medicine and Environmental Health, CDC, The Journal of Neuroscience, SLEEP, PLOS one, Psychological Science, Frontiers in Human Neuroscience, Daytime Sleepiness Affects…Read More

Category: Digital Media, Science