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Worthy Insights / Opinion Pieces / Advice FT - How I learnt to stop worrying and love Big Tech - Miles Johnson 6/18 * "The only thing a good investor should care about is the price they can purchase these companies for compared with their own reasonable estimate of fair worth. Yes, mindless
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If you were to read only one thing… FT - The real risks of the falling oil price - Nick Butler 6/11 * "In any discussion of the oil market it is all too easy to ignore the real world consequences of the price fall that has occurred over the last
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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
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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 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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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 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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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
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Worthy Insights / Opinion Pieces / Advice A Teachable Moment - Boom! There Goes Your Pension! - Anthony Isola 5/25 Real Estate WSJ - Daily Shot: Total Employees at US Department Stores 5/24 WSJ - Daily Shot: Total Employees at US Nonstore Retailers 5/24 Note that the difference between the two is not