10 Friday AM Reads

Another interesting 5 day run hurtles towards the weekend — we have your back with our morning train reads:

• A Ten-Year Love Affair with Hedge Funds. Part four of CIO’s Google Trends series: How investors fell in and out of love with hedge funds—and how the relationship survives (Chief Investment Officer)
• Flat stock markets: It’s not all doom and gloom (Fortunesee also Breadth and Major Market Tops (Irrelevant Investor)
• Why Greece’s Lenders Need to Suffer (NYT Magsee also Which Was Bigger: The Greek or American Bailout? (NYT)
• That ‘Useless’ Liberal Arts Degree Has Become Tech’s Hottest Ticket (Forbes)
• Tired of Rosé? Eight Great Other Wines to Drink in the Summer Sun (Bloombergsee also American Way of Wine: It’s not always a pretty sight, but we do get there (Wine Spectator)

Continues here


Category: Financial Press

Auto Avio Costruzioni 815, the ‘secret’ first Ferrari

Source: Classic Driver

Category: Weekend

The Golden Dilemma

Category: Gold & Precious Metals, Think Tank

Five Big Brands Using Renewable Energy

Source: Make It Cheaper

Category: Corporate Management, Digital Media, Energy

The World of Pension Assets

Source: Easy Life Cover

Category: Finance

To Figure Out What the Fed is Going to Do, Just Ignore the Fed

After almost seven years, the beginning of the end of ultralow rates is here. What’s that you say? The Fed is going to raise rates? Remember the so-called taper tantrum in 2013, when some traders dumped Treasuries to express their ire at the Federal Reserve for having the temerity to suggest that rates can’t stay at zero forever? Today…Read More

Category: Data Analysis, Economy, Federal Reserve

10 Thursday AM Reads

Did Janet Yellen say something new yesterday? I wasn’t paying attention. Oh, and our morning train reads: • The Worst Mutual Fund in the World (Fund Reference) • Advisers’ Stock Recommendations Drag Down Clients’ Portfolios, Study Finds (WSJ) but see How Financial Advisers Can Help Close the Behavior Gap (CFA Institute) • Uber’s Phantom Cabs (Motherboard) • Donald Trump Is The…Read More

Category: Financial Press

Market is Thinning Out

Source: WSJ

Category: Markets, Technology

Bank For International Settlements: 85th Annual Edition

Category: Think Tank

MiB: Dambisa Moyo on Why China Can’t Afford a Slowdown

This week on our Masters in Business radio podcast, we speak with international economist Dambisa Moyo. Moyo, named by Time magazine as one of the “100 Most Influential People in the World,” says that China’s slowdown creates a challenge for the government: if it wants to double per-capita income over the course of a generation it…Read More

Category: Podcast