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Perspective WSJ - Daily Shot: Business Insider - U.S. Pretax income growth by income category - 6/14 Economist - Around the world, beer consumption is falling - THE DATA TEAM 6/13 WSJ - Daily Shot: BMI Research - Projected Global Water Availability 6/14 Markets / Economy Bloomberg - Wheat Soars as U.S. Spring Crop
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Perspective Economist - Climbing without ropes 6/8 * "A series of remarkable feats increases the appeal of a niche sport." FT - Diplomatic victory for China as Panama ditches Taiwan - Ben Bland 6/13 * "Panama has cut ties with Taiwan and established diplomatic relations with China, as Beijing intensifies
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Worthy Insights / Opinion Pieces / Advice A Wealth of Common Sense - Bulls, Bears & Charlatans - Ben Carlson 6/11 * "A market crash is always a possibility. But using scare tactics to get people out of the markets (or keep them in) isn't helpful to anyone." NYT - Stop
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Worthy Insights / Opinion Pieces / Advice WSJ - The Cushion That Saved Taxpayers From Banco Popular's Failure - Paul Davies 6/7 * "Regulators can make a determination that a bank is failing or likely to fail with information that investors don’t have. Regulators shouldn’t act too early, but
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If you were to read only one thing… FT - Amazon to ramp up lending in challenge to big banks - Ben McLannahan 6/7 * "Amazon is planning to expand its lending to small businesses in the US, the UK and Japan, in a direct challenge to the big banks which
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Perspective Pew Research Center - The rise of multiracial and multiethnic babies in the U.S. - Gretchen Livingston 6/6 Worthy Insights / Opinion Pieces / Advice A Wealth of Common Sense - Greatest Hits From Michael Mauboussin & Meir Statman 6/6 * Mauboussin: "Perhaps the single greatest error in the investment business
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If you were to read only one thing… WSJ - Chinese Banks Face Up to Funding Squeeze - Anjani Trivedi 6/5 * "Household deposits—long the backbone of China’s economy, funding inexorable loan growth—are fleeing: Around 1.2 trillion yuan ($176 billion) left the banking system last month. Meanwhile,
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Perspective Economist - The super-rich are different: they pay less tax 6/1 Visual Capitalist - The Problem With Our Maps - Nick Routley 6/2 Worthy Insights / Opinion Pieces / Advice FT - Grantham says higher valuations will persist - Robin Wigglesworth 6/1 * "The US stock market has entered an era of
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Perspective Bloomberg Quint - Pimco's Prophecy: Stop Relaxing! Use Rallies to Accumulate Cash - John Gittelsohn 6/1 * "Investors have become too complacent and monetary, fiscal, trade and geopolitical risks abound, Pimco’s Richard Clarida, Andrew Balls and Dan Ivascyn said in a report issued Wednesday. There’s a
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If you were to read only one thing… Business Insider - A likely shift in the mortgage market is creating 'prisoners' in housing - Akin Oyedele 5/29 * "The housing market's comeback after the financial crisis has turned out to be a mixed bag." * "Prices
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Markets / Economy FT – US banks pull back from $1.2tn car loans market – Ben McLannahan 5/29 * "Lenders piled into the sector in the years after the financial crisis, as low defaults and an improving economy encouraged them to focus on a market that performed relatively well as mortgages
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Worthy Insights / Opinion Pieces / Advice Value Walk – Paul Singer Warns Of A World At Risk – Mark Melin 5/27 * "When the average investor looks at the world, all they see is a placid market where asset prices rise in value regardless of the harrowing market event. North Korea increasingly