Foreign fighters flow to Syria


Source: Washington Post

Category: Digital Media, Politics, Really, really bad calls, War/Defense

US Metropolitan Economies Compared to Equivalent Nations

click for larger graphic Source: McKinsey h/t Know More     About 1.5 billion people, or 22 percent of the world’s population, lives in 600 cities. They account for an outsized portion of global wealth. According to a new report by McKinsey & Co.: Half of global GDP in 2007 came from 380 cities in…Read More

Category: Data Analysis, Economy

10 Thursday AM Reads

My morning train reads: •  How to become an equity fund manager  (Banker’s Umbrella) • That was nuts, what’s next? Goldman edition (FT Alphaville) see also Goldman Sachs Shows Investors Path Out of Economic ‘Wonderland’ (Bloomberg) • China’s slowdown is secular, not cyclical (FT) • Lies Investors Tell Themselves (Wealth of Common Sense) see also Financial…Read More

Category: Financial Press

Walmart: King of Solar Power Adoption

Source: Slate

Category: Corporate Management, Energy, Technology

Your Brain In Numbers

What gives you headaches? Is your brain shrinking? Find out the answers and much more, right here!

Category: Science, Video

10 Wednesday PM Reads

My afternoon train reads: • The world’s best market timers: the Federal Reserve (Marketwatch) • Hedge Funds Take Another Hit as Spinoff Stocks Fizzle (WSJ) see also Misery Widespread at Hedge Funds (WSJ) • Swedroe: Valuations And Asset Allocation (ETF.com) • Yes, Market Volatility Is a Job-Killer (Real Time Economics) • New York Fed Caught Sight of London Whale…Read More

Category: Financial Press

Asset Classes: Real 10-Year Expected Return

Source: Research Affiliates   Rob Arnott of Research Affiliates writes: In a world of low bond yields and slow economic growth, historically realized 5-6% real (7-8% nominal) asset class returns may be unrealistic expectations for the future. In other words, assets with above-average valuations may not deliver the sort of returns people came to expect…Read More

Category: Asset Allocation, Investing, Markets

You Are Worrying About the Wrong Things

No, you are not going to die from Ebola. To quote a wag on Twitter, “More Americans have been married to Kim Kardashian than have died from Ebola.” But the latest scare does have a small positive: It provides me with yet another opportunity to lecture you about how incredibly dumb your lizard brain is….Read More

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

10 Wednesday AM Reads

My morning train reads: • U.S. Stocks Surge; Nasdaq Up 2.4% (WSJ) but see Hong Kong Stocks Defy Protests to Post World’s Best Gain (Bloomberg) • Investors Hiring: Mathematicians and Artists Need Apply (Institutional Investor) • Cassidy: Is the Chinese Economy About to Fall Off a Cliff? (New Yorker) see also The Top 10 U.S….Read More

Category: Financial Press

Best-performing Unconventional Alternative Investment Ranking

Source: Bloomberg

Category: Digital Media, Hedge Funds, Markets