10 Monday AM Reads

Welcome to the last week of the summer! (How did the time slip away?) Enjoy your last days on the beach, we’ve got you covered with our honey-glazed morning reads: (continues here):

• The Decline and Fall of Fund Managers (MoneyBeat) see also More than 10% of S&P 500 Assets Now Passive (Chief Investment Officer)
• Howard Marks’ Crystal Ball Proved Accurate (Barron’s)
• Takeaways From Jackson Hole 2014 — At A Glance (WSJ) see also Janet Yellen Referenced This 19-Component Labor Market Index at Jackson Hole (Business Insider)
• CONTAGION—How market selloffs happen. Part of a Fortune series. (Fortune)

 

Continues here

 

 

Category: Financial Press

Labor Market Dynamics and Monetary Policy Chair Janet L. Yellen FRBKC Economic Symposium Jackson Hole, Wyoming August 22, 2014     In the five years since the end of the Great Recession, the economy has made considerable progress in recovering from the largest and most sustained loss of employment in the United States since the…Read More

Category: Employment, Federal Reserve, Think Tank, Wages & Income

Behavioral Economics and Macroeconomic Models

Category: Psychology, Think Tank

The System Worked (?!)

Dan Drezner, author of The System Worked, discusses how we avoided another Great Depression.

Category: Bailouts, Video

Ponzi Scheme Tracker

Cool data collection

Category: Investing, Legal, Psychology, Really, really bad calls

Time — Not Timing — is Key to Investing Success

> My Sunday Washington Post Business Section column is out. As a follow up to our previous discussion of the World’s Greatest Trader®, this  morning, we look at the Worlds Greatest (and Worst) Market Timer®. As we did last time out, we assumed magical powers for our theoretical trader, giving him the ability to bottom…Read More

Category: Apprenticed Investor, Asset Allocation, Investing

10 Sunday Reads

We wrestle the non stop parade of content into submission: • No bubble to burst: U.S. student debt is not housing (Vanguard) • Why Are You Outperforming? Why Are You Underperforming? (Meb Faber) • Norway’s gargantuan sovereign wealth fund, by the numbers (Quartz) • An Unfinished Chapter at Countrywide (NYT) • The Housing Being Built…Read More

Category: Financial Press

Forecasting National Inflation Rates

Forecasting National Inflation Rates ©Thinkstock/Drazen_ By Silvio Contessi, Economist A recent line of research has established that global factors significantly correlate with national inflation rate movements, so much in fact that they can help forecast national inflation rates.1 A forthcoming Federal Reserve Bank of St. Louis Review article2 follows this literature and estimates a one-factor…Read More

Category: Inflation, Think Tank

Top 10 Improvised Scenes in Movie History

THE LIST Bridesmaids (2011) A lot of this movie was the talented comedic actresses in the cast going off book, but Melissa McCarthy and Ben Falcone’s “Air Marshall” exchange takes the cake. Apocalypse Now (1979) Marlon Brando’s performance as Col Kurtz was largely made up on the spot. And while we don’t endorse actors not…Read More

Category: Film, Weekend

Why Things Don’t Last

1. Channel Overload Used to be there were 5,000 albums a year and only a few got on the radio and if you didn’t get airplay or press, you were doomed. Now there are a zillion products, all easily promoted online, and unless your friend verifies quality and interest or a track becomes a phenomenon,…Read More

Category: Music, Think Tank, Weekend