Comedians in Cars Getting Coffee: Jon Stewart

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Source: Comedians in Cars Getting Coffee

 

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Category: Humor, Television, Weekend

Succinct Summation of Week’s Events July 18 2014

Succinct Summations week ending July 18th Positives: 1. The Dow Jones Industrial Average hit a new all-time high. 2. NAHB home builder sentiment rose to 53 vs  the 50 expected. 3. Jobless claims hit a nine-week low, down to 302k. 4. NY manufacturing survey rose to 25.6, the highest level since ’10. 5. Jobless claims…Read More

Category: Markets

Home Builders Cant Find Workers? Try a Pay Raise!

Source: Morning Market Tidbits, BofA Merrill Lynch   Wage growth for construction workers is historically low; Let’s see if we can figure out why: First, home production has been relatively slow, which should be expected following a long period of overbuilding. That was the excuse from 2007 to 2010. Eight years after home building volume…Read More

Category: Real Estate, Wages & Income

The Danger of Daft Deals

As an update to yesterday’s critique, this video shows how takeovers and M&A often follow market prices. Collectively, they could show increased risk appetite, and perhaps signal an eventual top (wish the chart went further back than 1995).

FT: Mergers and acquisitions are booming. James Mackintosh, investment editor, analyses whether we’ve reached the stage where deals become truly daft, or whether there’s room for companies to gear up still further.


Jul 17, 2014

Category: M&A, Video

10 AM Friday Reads

My morning train reads (Continues here): • Cherry Picking Gold Data (Irrelevant Investor) • To Tilt or Not to Tilt (Rick Ferri) • How Geopolitical Threats Affect the Stock Market (Reformed Broker) • Latest DALBAR report underscores poor long-term performance of individual investors (The Mathematical Investor) Continues here        

Category: Financial Press

Data Visualization: What Does a NYC Taxi’s Day Look Like?

This is an absolutely fascinating — hypnotic even — depiction of what the daily metrics of a New York City Taxi looks like, overlaid on top of a map. You can track passengers, distance traveled, revenue, even tips. Bravo! I wish we could make the data from our business (Financial planning/asset management) look this compelling!…Read More

Category: Data Analysis, Digital Media, Travel

Ferrari’s Red Reign: $1.4Millon 950 HP LaFerrari

Fewer than 500 hybrid LaFerraris will be made. And with a price tag that starts at around $1.6 million, they’re not for everyone. WSJ Rumble Seat columnist Dan Neil discusses his test drive of the hyper car on Lunch Break

 
LaFerrari: The Million-Dollar Hybrid You Can’t Have
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Category: Weekend

A College Education Saddles Young Households with Debt, but Still Pays Off Daniel Carroll and Amy Higgins     Many parents believe their children must get a college degree—especially if they want to have at least as comfortable a lifestyle as their parents had; yet the price of a college degree has been rising rapidly…Read More

Category: Economy, Think Tank

Sizing Up a Potential Media Marriage

Source: Bloomberg Visual Data

Category: Digital Media, Financial Press, M&A

10 Thursday PM Reads

My afternoon train reads : • A quick lesson on market tops (TRB) • Alpha addict: the amazing career of Leon Cooperman (CNBC) • The Timelessness of Greed, Fear, and Bad Decisions (Motley Fool) see also Data Rich, Information Poor: Improving Your Cognitive Environment (TraderFeed) • 7 market myths that make investors poorer (MarketWatch) •…Read More

Category: Financial Press