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Perspective Economist - Daily Chart: Are alpha males worse investors? 2/20 WSJ - Household Debt Sees Quiet Boom Across the Globe - Josh Zumbrun 2/18 WSJ - Daily Shot: United Nations - Global Population Trends 2/23 * "The global population pyramid is expected to invert by 2100 as the population gets closer
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Perspective Freedom House - Freedom in the World 2018 - Democracy in Crisis 1/17 WSJ - Daily Shot: Maps on the Web - Global Fertility Rates 1/17 Worthy Insights / Opinion Pieces / Advice The Atlantic - Raising a Social-Media Star - Taylor Lorenz 1/17 * "The parents of teen internet celebrities get a
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Perspective VC - Walmart Nation: Mapping the Largest Employers in the U.S. - Jeff Desjardins 11/17 NYT - A Great Migration From Puerto Rico Is Set to Transform Orlando - Lizette Alvarez 11/17 * "More than 168,000 people have flown or sailed out of Puerto Rico to Florida since the
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The corporate drug industry has had many friends in Washington D.C. until now... Amazon is taking over the package room of your apartment building. China's property boom unlikely to end anytime soon. Headlines Economist - The Philippine army recaptures a city seized by Muslim insurgents 10/17. After
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Perspective WSJ - Daily Shot: Spanish Empire at its Peak 10/10 * "Since Monday was Columbus day, here is the size of the Spanish Empire at its peak (in 1790)." WSJ - America's Retailers Have a New Target Customer: The 26-Year-Old Millennial - Ellen Byron 10/9
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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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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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Chinese companies stashing cash ($110bn) in wealth management products. Italian banking sector depending on UniCredit? Headlines FT - Bank of Japan intervenes to buy 10-year JGBs 2/3. Well for now it appears that the Bank of Japan's tolerance for the Japanese 10-year bond is about 0.
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Oil peaking in five years? Gig economy creating or cannibalizing jobs? Headlines * FT - China moves to stop Hong Kong lawmakers from taking seats 11/6. "Beijing has banned legislators who advocate Hong Kong independence from serving on the territory's council, in an unprecedented move that exacerbates fears
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Renewable energy sources overtake coal as the world's largest source of power capacity. The effects of ageing on the markets. Headlines * NYT – A New Era of Internet Attacks Powered by Everyday Devices 10/22. Want to know how the internet attack happened last week... be mindful of the
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The volume of Chinese wealth-management products is becoming unwieldy. Banks have had enough of this negative interest rate nonsense. Headlines * WSJ - 'Niger Delta Avengers' Sabotage Oil Output 6/5. Bottom line, these guys are messing things up in Nigeria by seeking to bring Nigerian oil output to
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Chinese exports plunge – and a glimpse of China in 2025. $5 trillion of negative-yielding Japanese debt, but that’s only part of the problem. Midstream energy companies feeling a bit exposed. Three articles that stood out this week are 1) Shawn Donnan, Chris Giles, and Gabriel Wildau’s "