10 Wednesday AM Reads

What’s that? A Greek deal? Don’t bother me with that noise, I have morning train reads to consume:

• No-Respect U.S. Recovery May Wind Up Becoming Longest Ever (Bloomberg)
• Investor Appetite for Mutual Funds Cools: After years spent piling into mutual funds, mom-and-pop investors are putting on the brakes (WSJbut see Think stocks are expensive? Think again. U.S. stock valuations may not be as high as you think (Fidelity)
• Solar Cost Less than Half of What EIA Projected (Ramez Naam)
• Between Kickstarter’s frauds and phenoms live long-delayed projects (Ars Technica)
• How the Greek Crisis Broke the Troika (Piera)

Continues here



Category: Financial Press

The Greek Referendum: Choose Your Poverty

Source: Chappatte

Category: Economy, Politics

Does the United States Lead Foreign Business Cycles?

Category: Think Tank

Global Deaths in Conflict Since the Year 1400

Source: Our World In Data

Category: Data Analysis

Profile of the Millennial Homeowner

click for complete infographic
milenial hb



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Category: Data Analysis, Real Estate

MiB: ISI’s Ed Hyman, the Best Strategist You’ve Never Heard Of

This week, on our Masters in Business radio podcast, we speak with Evercore ISI’s Ed Hyman. Hyman, an engineer by training, approaches economic data differently than many practitioners of the dismal science. In the 1960s, he was the first strategist to use a time-sharing computer to crunch economic data.  Hyman also created a series of wide-ranging private company surveys…Read More

Category: Podcast

10 Tuesday AM Reads

Well, THAT was interesting. let’s see if we can do something else today, starting with the best morning train reads in the land: • Hulbert: U.S. investors are dumping stocks for the wrong reason (Marketwatch) • Chinese Stocks Surge After Posting The Biggest Intraday Swing Since 1992 (Bloomberg) but see A Shortage of Tools for Betting Against China (WSJ) • Custodians’ payments to RIAs…Read More

Category: Financial Press

Pace of Social Change

Source: Bloomberg

Category: Politics

Sin taxes: The sobering fiscal reality

Category: Think Tank

Topics for the RWM Client Conference Call

On June 30th, our investment firm will be holding its Q2 client conference call. Because we’ve got a clientele that spans the entire country, we’ve found that holding a call during which we address important topics and take questions from our investors is a really effective way to communicate. In the weeks leading up to…Read More

Category: Asset Allocation, Investing