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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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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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Markets / Economy WSJ - China Looks to Export Auto Overcapacity on Slow-Growth World - Anjani Trivedi 5/1 * But that's what you do… it's what the US and Japanese automakers have done before them. Bloomberg - Paul Tudor Jones Says U.S. Stocks Should 'Terrify' Janet
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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
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Worthy Insights / Opinion Pieces / Advice A Wealth of Common Sense: Urgent vs. Important & the Power of Small Wins - Ben Carlson 4/20 Real Estate LAT - When car ownership fades, this parking garage will be ready for its next life - Roger Vincent 4/16 Finance WSJ - Grab Your Pitchforks, America,
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Worthy Insights / Opinion Pieces / Advice * Mauldin Economics - The Influence of Affluence - Marc Faber 4/12 Markets / Economy WSJ - Inflation Is Back, But Don't Worry - Steven Russolillo 4/12 * "Good news: Inflation just topped a key milestone. Even better news: It doesn't look poised to zoom
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Perspective Economist - Free exchange: How Chavez and Maduro have impoverished Venezuela 4/6 "It is hard to convey the severity of Venezuela's unfolding crisis. Its extent is astounding: the economy shrank by 10% last year, and will be 23% smaller than in 2013 by the end of
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Shale markets to the financial markets – can I get some more money please… Slow housing recovery sapping GDP growth. China’s smartphone users flock to risky investments. Headlines FT - Chile heads for first recession since 2009 3/23. The Chilean economy contracted 0.4% in the fourth quarter of 2016
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In the markets, even more so than in life, confidence is key. The American retail apocalypse. China is stirring a hornet’s nest. Headlines FT - S&P 500 posts steepest slide since October 3/21. The S&P 500 index finally broke its 109-day streak of not
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Toronto housing market – heads up, your peak has been called. Sometimes money just needs a home (in a foreign country). First, Happy St. Patrick's Day! Headlines FT - China tries to restrict access to foreign children's books 3/10. Hearts and minds. Bloomberg - Saudi Arabia Says It
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Venezuela having difficulties meeting its oil delivery commitments. REITs backing away from apartments. Chinese companies lending to the tune of $2tn where bankers have pulled back. Headlines FT - Alphabet opts to spell out its stock options 2/9. Google recently let slip that it will be treating stock based pay
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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.