Uncategorized

February 22, 2018

Markets / Economy

Bloomberg - Walmart's Margins Hit Record Low as Fight With Amazon Takes Toll - Matthew Boyle 2/20

WSJ - Daily Shot: FAANG Basket vs S&P 500 - Relative Performance 2/20

WSJ - Daily Shot: Consumer Staples SPDR ETF vs S&P 500 - Relative Performance 2/20

WSJ - Daily Shot: Vanguard Real Estate ETF vs S&P 500 - Relative Performance 2/20

Rising bond yields…

WSJ - Daily Shot: Shifting Tastes - Coca-Cola 2/21

Insurance

WSJ - Reinsurers Hit by Catastrophe Losses, Rising Competition - William Wilkes 2/19

Construction

WSJ - Daily Shot: CME Lumber Futures 2/20

Education

WSJ - Daily Shot: The Rise of the Jumbo Student Loan - Josh Mitchell 2/16

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.