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If you were to read only one thing… WSJ - China's Downgrade: It's Not Just About the Government - Anjani Trivedi 5/24 * "In a sign of the times, Moody’s has cut China’s credit rating for the first time in nearly three decades. Investors in
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If you were to read only one thing… WSJ - Why Millennials Are (Partly) to Blame for the Housing Shortage - Laura Kusisto 5/22 * "For decades during the late-20th century, suburbs were the place to build, as urban cores suffered from high crime, poor schools and stagnant or shrinking
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Perspective FT - Elliott makes distressed debt hires in expectation of downturn - Lindsay Fortado 5/17 * "In a letter to investors earlier this month, explaining why they were opening to new capital, Mr. Singer said he believes 'that there has never been a larger (and more undeserved) spirit of
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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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If you were to read only one thing… Economist - Sorry, we're closed: The decline of established American retailing threatens jobs 5/13 * "Consumer confidence is strong and unemployment is at its lowest level in a decade, yet S&P Global Ratings expects retailing defaults this year
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If you were to read only one thing… WSJ - China's Debt Addiction Will Be Hard to Cure - Anjani Trivedi 5/15 * "China is attempting cure itself of an addiction to debt. The problem is, that could just stoke yet more demand." * "Take local-government debt,
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Perspective Bloomberg - The Crop That Ate America - Alan Bjerga, Jeremy Diamond, and Cindy Hoffman 5/11 * Corn and Soy… the cash crops that just keep giving, and so the harvested acreage continues to grow. Real Estate WSJ - The Next Hot Housing Market: Starter Homes - Laura Kusisto and Chris Kirkham 5/
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Worthy Insights / Opinion Pieces / Advice Bloomberg View - After Comey, Justice Must Be Served - Michael Bloomberg 5/10 * "Congress needs to get serious about holding the president accountable." NYT - The Princeling in the West Wing - Jill Abramson 5/10 Economist - Schumpeter: Harvard Business School risks going from great to
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If you were to read only one thing… NYT - How Homeownership Became the Engine of American Inequality - Matthew Desmond 5/9 * "There is a reason so many Americans choose to develop their net worth through homeownership: It is a proven wealth builder and savings compeller. The average homeowner boasts
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Worthy Insights / Opinion Pieces / Advice FT - Puerto Rico: island of despair - Lex 5/4 Scientific American - High Ground Is Becoming Hot Property as Sea Level Rises - Erika Bolstad 5/1 * "One of the great ironies of those historic housing patterns in Miami is that for decades under Jim Crow,
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Worthy Insights / Opinion Pieces / Advice FT - The era of 'deflationary progress' means betting on automation - David Eiswert 5/3 * "Investors need to come to reconcile themselves to the contradiction of progress and slower growth." A Wealth of Common Sense - Experts on an Earlier Version of the
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If you were to read only one thing… NYT - China's Appetite Pushes Fisheries to the Brink - Andrew Jacobs 4/30 * "Overfishing is depleting oceans across the globe, with 90% of the world’s fisheries fully exploited or facing collapse, according to the United Nations Food and Agriculture