Uncategorized

August 22, 2017

Perspective

WSJ - Daily Shot: Business Insider - Most Popular Food Restaurants by State 8/21

Bloomberg - How Far Does $1 Million Go in Retirement - Suzanne Woolley 8/21

Bloomberg View - Trump-Friendly Idaho Doesn't Put America First - Matthew Winkler 8/18

Worthy Insights / Opinion Pieces / Advice

The Registry - McNellis: Hollowing out the Museum - John McNellis 8/21

"(Housing) Density is like heaven: everyone wants to go to heaven, but no one wants to die."

FT - Will China buy Saudi Aramco - Nick Butler 8/20

Markets / Economy

FT - More companies sell bonds to fund pension obligations - Eric Platt 8/20

"This is a Goldilocks moment for companies who want to fund their pensions given the hunger for yield and attractive returns today." - Owais Rana, Conning (an investment management company)

Real Estate

Bloomberg - Manhattan Gets $20,000-a-Month Homes for New Breed of Seniors - Oshrat Carmiel 8/21

Shipping

WSJ - Daily Shot: Baltic Dry Index 8/18

Enough consolidation has occurred to the point that shipping costs are back up.

Read more

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.