Uncategorized
Perspective MarketingDaily - Despite Retail Slump, Consumers Feel Generous At Checkout - Sarah Mahoney 6/14 * "With retailers closing thousands of stores and malls growing emptier, it’s easy to think Americans would be less inclined to pony up for good causes at the register. But the latest Charity Checkout Champions
Uncategorized
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
Uncategorized
If you were to read only one thing… FT - Chinese insurer warns of defaults as ban on new products bites - Gabriel Wildau and Nan Ma 5/17 * "One of China’s largest insurers has warned of mass defaults and social unrest unless the regulator lifts a ban on its
Uncategorized
Worthy Insights / Opinion Pieces / Advice * ZeroHedge - Canada's Housing Bubble Explodes As Its Biggest Mortgage Lender Crashes Most In History - Tyler Durden 4/27 * "Call it Canada's 'New Century' moment." * "We first introduced readers to the company we said was the '
Uncategorized
China insurance crackdown – meaningful implications. Fewer and fewer U.S. public companies. Headlines * FT – India takes stock after first phase of cash crunch 1/1. Despite the chaos of the demonetization, citizens and politicians are giving Indian prime minister Narendra Modi a long leash because they agree with the aims
Uncategorized
The bad debt in Italian banks is looking like a BIG problem. The world has become more reliant on Middle Eastern oil. Not looking so rosy for hedge fund reinsurers. Headlines * Bloomberg - Spain Runs Out of Workers With Almost 5 Million Unemployed 6/30. "The unemployment rate is too
Uncategorized
China’s coming debt bust. It’s a short one this week – traveling with the family. Enjoy! Headlines * FT - Chinese retail investors throw global commodities into a tailspin 5/6. Without a better outlet, money from Chinese retail investors has found its way to the commodity markets. * FT - Canada'
Uncategorized
Bank exposure to the oil patch. Dalian Wanda cuts contracted sales target. Anbang’s source of funds. Alibaba and Tencent, those numbers seem suspicious. I’m going to break trend this week and cover four topics/articles (it’s just been one of those weeks) 1) is Bradley Olson’s,
Uncategorized
Chinese companies looking for cash flow. The knock on effects of low oil prices. U.S. Commercial Real Estate starting to get that sinking feeling. Happy Easter! This week the three major themes/articles are 1) James Kynge, Gabriel Wildau and Don Weinland’s "China Inc: The quest for
Uncategorized
Chinese cracking down on P2P lenders. Anbang is off to a bang in U.S. real estate. Tick, tick, tick – CMBS not looking so good. Happy St. Patrick’s Day! To add a bit of good news, the Dow Industrials turned positive for the year yesterday and U.S. crude