Uncategorized

July 31, 2017

Worthy Insights / Opinion Pieces / Advice

Bloomberg View - Sharif's Ouster Is Bad News - Mihir Sharma 7/28

"Whatever one thinks of Pakistan's former prime minister, the circumstances of his ouster are troubling."

Markets / Economy

WSJ - Daily Shot: Total US Mortgages Outstanding as % of GDP 7/28

WSJ - Daily Shot: Total US Nonrevolving Debt as % of GDP 7/28

Bloomberg - New U.S. Subprime Boom, Same Old Sins: Auto Defaults Are Soaring - Gabrielle Coppola 7/17

"Subprime auto financing has expanded quickly since 2009, and the strains are beginning to show in cases of fraud and rising delinquencies."

Environment / Science

NYT - It's Not Your Imagination Summers Are Getting Hotter. - Nadja Popovich and Adam Pearce 7/28

Middle East

WSJ - Daily Shot: Saudi Arabia Bank Lending Growth 7/28

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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.