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Economist - The great global housing folly - Daily Charts 1/17/20 Economist - Asia's hunger for sand is harmful to farming and the environment 1/16/20 There has probably never been a better time to be in the sand business. The world uses nearly 50bn tons of sand
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Bloomberg TicToc_The Ocean Cleanup 10/27/19 (YouTube Video) Boat that picks up plastic from rivers before reaching the oceans. Pretty sweet. Bloomberg - Leading Maggot Farmer to Expand From Cape Town to California - Antony Sguazzin 10/30/19 The company behind the world’s first industrial-scale maggot farm
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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 - Amazon as a Value Stock? Believe It - Matthew A. Winkler 7/9 FT - Japan is nervous about its energy security - Nick Butler 7/8 * "The country's new national plan puts nuclear power back in the picture." NYT - Inside China'
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Worthy Insights / Opinion Pieces / Advice Bloomberg - The Billionaire Space Race Is Making Life Difficult for Airlines - Justin Bachman 6/27 * "More launches mean more closed airspace, and more delays." FT - Dollar repatriation: stealth tapering - Lex 7/4 NYT - Americans Are Having Fewer Babies. They Told Us Why. - Claire
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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 WSJ - Where Residents Pay Buckets of Money - for Water - Adam Bonislawski 6/27 Worthy Insights / Opinion Pieces / Advice Bloomberg - Give China a Taste of Its Own Bad Trade Medicine - Michael Schuman 6/27 Economist - Most stockmarket returns come from a tiny fraction of shares - Buttonwood 6/23 Economist - How
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Perspective WSJ - Marriage Is Out of Fashion. So Why Is Tiffany Selling More Engagement Rings? - Suzanne Kapner 6/20 * Please note that the Y-axis base is 45% (still meaningful). Tax Foundation - To What Extent Does Your State Rely on Property Taxes? - Ben Strachman and Katherine Loughead 6/20 Worthy
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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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Perspective howmuch.net - Hourly Wage Required to Rent a Two-Bedroom Home in Every State - Raul 5/13 Worthy Insights / Opinion Pieces / Advice A Wealth of Common Sense - Do Long-Term Investors Need Bonds? - Ben Carlson 5/20 Economist - America must use sanctions cautiously - Leaders 5/17 * "The dollar
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If you were only to read one thing… FT - China buys up flying schools as pilot demand rises - Jamie Smyth and Ben Bland 5/10 * "Chinese airlines are buying foreign flying schools and poaching pilots, amplifying a talent shortage that has affected airlines in other regions." * “'The