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Have a great Independence Day! Perspective WP - The U.S. fertility rate just hit a historic low. Why some demographers are freaking out - Ariana Eunjung Cha 6/30 * "According to provisional 2016 population data released by the Centers for Disease Control and Prevention on Friday, the number of births
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If you were to read only one thing… FT - China gains entry to MSCI's $1.6tn emerging markets benchmark - Jennifer Hughes and Nicole Bullock 6/20 * "Chinese stocks have gained direct entry to MSCI’s global benchmark equity index for the first time, marking a milestone in
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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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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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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
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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
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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 '
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Toronto housing market – heads up, your peak has been called. Sometimes money just needs a home (in a foreign country). First, Happy St. Patrick's Day! Headlines FT - China tries to restrict access to foreign children's books 3/10. Hearts and minds. Bloomberg - Saudi Arabia Says It