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If you were to read only one thing… FT - Amazon to ramp up lending in challenge to big banks - Ben McLannahan 6/7 * "Amazon is planning to expand its lending to small businesses in the US, the UK and Japan, in a direct challenge to the big banks which
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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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If you were to read only one thing… Business Insider - A likely shift in the mortgage market is creating 'prisoners' in housing - Akin Oyedele 5/29 * "The housing market's comeback after the financial crisis has turned out to be a mixed bag." * "Prices
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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… 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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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… NYT - Household Debt Makes a Comeback in the U.S. - Michael Corkery and Stacy Cowley 5/17 * "It took nearly a decade, but debt has made a comeback." * "Americans have now borrowed more money than they had at the
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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… FT - Oil: the market finds that the Sheikh has no clothes - Nick Butler 5/7 * The markets have "lost all confidence in the power of Saudi Arabia to set prices." * Why? * "First, US production led by so called tight
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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 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,