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WSJ - Daily Shot: BoAML - Greatest Asset Bubbles in History 9/9/19 WSJ - Daily Shot: Deutsche Bank - US Labor Force Participation 65 Yrs and Older 9/9/19
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If you were only to read one thing… Bloomberg - Panic Roils China's Peer-to-Peer Lenders - Jun Luo, Alfred Liu, and Crystal Tse 7/16 * "China’s savers are rushing to pull money from peer-to-peer lending platforms, accelerating a contraction of the $195 billion industry
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Worthy Insights / Opinion Pieces / Advice Bloomberg - Forget Banks and Worry About High Stock Prices - Nir Kaissar 6/29 * "It’s time for investors to stop fighting the last war. The next downturn most likely won’t be triggered by another meltdown of the financial system." * "Investors didn’
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Perspective FT - Migrant millennials are redrawing the map of America - Andrew Edgecliffe-Johnson 6/26 * "As a recent analysis by Brookings Institution demographer William Frey found, the strongest growth in America’s millennial population between 2010 and 2015 was not in coastal cities such as New York and LA,
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Worthy Insights / Opinion Pieces / Advice NYT - The Profound Social Cost of American Exceptionalism - Eduardo Porter 5/29 Markets / Economy FT - Lumber producers profit from record prices - Ben Foldy 6/25 * "What do forest fires, wood-eating beetles and US President Donald Trump have in common? They have all helped
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Worthy Insights / Opinion Pieces / Advice FT - Watch the Fed's balance sheet, not interest rates - Gillian Tett 6/7 * "The US central bank's unwinding has contributed to turmoil in emerging markets." FT - China is winning the global tech race - Michael Moritz 6/17 FT - Donald
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Worthy Insights / Opinion Pieces / Advice Economist - In investing, as in poker, following rules works best - Buttonwood 5/31 Markets / Economy Economist - Central banks holdings of domestic government debt 5/31 WSJ - ECB to End Bond-Buying Program in December as Crisis-Era Policies Wind Down - Tom Fairless and Brian Blackstone
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I'm back. Sorry for the leave of absence. Perspective Visual Capitalist: Mary Meeker 2018 Internet Trends Report - How American Household Finances are Changing - Jeff Desjardins 6/1 Worthy Insights / Opinion Pieces / Advice Axios - Millennials are moving to the exurbs in droves - Steve LeVine 6/10 FT - China'
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If you were only to read one thing… FT - Era of 'lower for longer' oil prices is dead - Amrita Sen and Yasser Elguindi (Energy Aspects) 5/22 * "When oil collapsed in 2014 under the weight of US shale production, it ushered in a new-found belief that
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Worthy Insights / Opinion Pieces / Advice Economist - Faced with a housing crisis, California could further restrict supply 5/10 * "Rent control sounds appealing but is counter-productive." Economist - The meaning of the Vision Fund - Leaders 5/12 * "Succeed or fail, Masayoshi Son is changing the world of technology
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Perspective Business Insider - The most disproportionately popular college major in every US state - Mark Abadi and Jenny Cheng 4/16 Tax Foundation - How High are Spirits Taxes in Your State - Morgan Scarboro 3/22 Worthy Insights / Opinion Pieces / Advice A Wealth of Common Sense - Trading One Risk For Another - Ben
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If you were only to read one thing... Bloomberg Gadfly - Mark Zuckerberg Refuses to Admit How Facebook Works - Shira Ovide 4/12 * "The most troubling takeaway from two days of congressional hearings on Facebook Inc. was this: Mark Zuckerberg didn't want to explain how the social network