10 Monday AM Reads

In case you missed it, yesterday was the 27th anniversary of 1987 crash – in 2014 terms, that would be a one day drop of 3700 Dow point! Oh, and reads:

• What is global market turbulence telling us? (FT)
• When Stocks Are Expensive, Returns Have Been Lower (The Upshot) see also How Low Will Stocks Go? (WSJ)
• Seeking a Cause After a Benchmark Bond’s Unnerving Move (Dealbook)
• 5 Reasons to Worry About Deflation (Washington Wire)
• GM’s hit and run: How a lawyer, mechanic, and engineer blew open the worst auto scandal in history (Pando)

 

Continues here

 

 

 

Category: Financial Press

Athena – Goddess of War on the Close

Themis Trading commentary Athena – Goddess of War on the Close October, 2014     Do you, as fund managers and traders, trade The Close? Do you target The Close? Do you trade in the last 10 minutes of the day? If so, then this morning note is for you. While Modern Markets has lately…Read More

Category: Think Tank

A Tale of Two Economies — It Was the Better of Times, It Was the Worst of Times Paul L. Kasriel October 18, 2014     A Tale of Two Economies – It Was the Better of Times, It Was the Worst of Times As quantitative easing comes to an end (apparently) by the Fed…Read More

Category: Credit, Economy, Think Tank

ISIS Roots Trace Back to Bush Admin

The U.S. Has Radicalized the Middle East ISIS Is Run By Former Iraqi Generals … Many Are Members Of Saddam Hussein’s Secular Baath Party Who Converted To Radical Islam In American Prisons U.S. Foreign Policy Created Many More Terrorists Than It Killed The New Yorker reports: ISIS is run by a council of former Iraqi…Read More

Category: Think Tank, War/Defense

The View from the Valley

Category: Digital Media, Markets, Technology

The world’s greatest stock picker? Bet you sold Apple and Google a long time ago. John Mauldin October 8, 2014       My good friend Barry Ritholtz, famous for launching The Big Picture blog (and since graduating to being a regular Bloomberg columnist as well as writing a weekly column for the Washington Post),…Read More

Category: Think Tank

10 Sunday Reads

Good Sunday morn. Settle in for the first reads of the new week: • Shiller: When a Stock Market Theory Is Contagious (NYT) see also Bears, but no picnic (Economist) • What Makes a Great Investor? 10 Great Investors Weigh In. (producthunt) • Why Germany is so much better at training its workers (Quartz) • Why…Read More

Category: Financial Press

Barron’s Big Money Poll

Bear or bull? Money managers reveal their leanings in the latest Barron’s Big Money Poll. Jack Hough discusses on the News Hub with Sara Murray.


10/17/2014 4:09PM

Category: Markets, Video

“The Princess Bride” Reunion

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Category: Film, Weekend

Changes

LISTENS NOT DOWNLOADS Who cares how many people downloaded the new U2 album, the only important thing is how many people LISTENED to it! This is a huge sea change that is getting little publicity and has been overlooked in the outcry about streaming payments. In the future, you will get paid for every play…Read More

Category: Music, Think Tank, Web/Tech, Weekend