Uncategorized

July 16, 2018

Worthy Insights / Opinion Pieces / Advice

Bloomberg - Erdogan's New Dynasty Makes Turkey Uninvestable - Marcus Ashworth 7/10

Bloomberg - Chinese Savers Won't Save China - Christopher Balding 7/7

FT - China developers may cut prices in tight funding - Wang Zelei and Li Huizi 7/12

"Slowing sales and restrictive policy could mean firms will fight to avoid default."

howmuch.net - How Much States Invest in Public Higher Education per Student FY 2017 - Raul 7/10

WSJ - Daily Shot: Pew Research - Changes in US income distribution by race 7/13

WSJ - China's Land Grab Could End Badly - Nathaniel Taplin 7/13

Markets / Economy

CNBC: Reuters - Airbus withdraws jet deliveries to HNA Group after late payments - Regis Duvignau 7/11

WSJ - Business-Loan Drought Ends for Banks - Rachel Louise Ensign 7/8

Automotive

WSJ - Ford Sales Plummet in China, and New Tariff Hit Is Yet to Come - Trefor Moss 7/11

Politics

WP - In about 20 years, half the population will live in eight states - Philip Bump 7/12

China

WSJ - Daily Shot: Deutsche Bank - China stock of soybean 7/13

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Tax Burdens by State | Japan's GDP | Knock-on Effects of Covid-19

Visual Capitalist - Visualizing Unequal State Tax Burdens Across America - Jenna Ross 1/23/20 Economist - Japan's GDP shrinks dramatically after a tax rise and a typhoon 2/17/20 WSJ - Daily Shot: WIND & ANZ Research - China Public Transportation Daily Passenger Flows 02/17/20 WSJ - Daily Shot:

Demographics | Oil & Gas Production

FT - China's falling birth rate threatens economic growth - Sun Yu 1/19/20 FT - Italy's collapsing birth rate rings demographic alarm bells - Miles Johnson 1/16/20 WSJ - Daily Shot: eia - US Shale Production by Region 1/20/20 WSJ - Daily Shot: Gas Production by Country

Real Estate Relative to Other Assets | Sand Mining

Economist - The great global housing folly - Daily Charts 1/17/20 Economist - Asia's hunger for sand is harmful to farming and the environment 1/16/20 There has probably never been a better time to be in the sand business. The world uses nearly 50bn tons of sand

Real Estate Ghost Towns in India

WSJ - India's 'Ghost Towns' Saddle Middle Class With Debt - and Broken Dreams - Eric Bellman Half a million unfinished apartments are stuck in financial limbo in India, dashing the dreams and the spending of a middle class that was supposed to be spearheading India’s economic rise.