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If you were to read only one thing… NYT - Rooftop Solar Dims Under Pressure From Utility Lobbyists - Hiroko Tabuchi 7/8 * "Over the past six years, rooftop solar panel installations have seen explosive growth — as much as 900% by one estimate." * "That growth has come to a
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Perspective FT - China changes tack on 'social credit' scheme plan - Lucy Hornby 7/4 * "Beijing delays licenses for country's tech champions amid conflict of interest fears." WSJ - Ill-Funded Police Pensions Put Cities in a Bind - Heather Gillers and Zusha Elinson 7/4 * "
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Perspective FT - Samsung set to eclipse Intel as world's number one chipmaker - Song Jung-a 6/27 * "Samsung Electronics is expected to overtake Intel as the world’s largest chipmaker in the current quarter, for the first time ever, on the back of strong demand for chips
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Perspective Data Is Beautiful - Adult Obesity rates in the United States - zonination 6/20 Worthy Insights / Opinion Pieces / Advice Project Syndicate - Brexit In Reverse? - George Soros 6/19 * "Economic reality is beginning to catch up with the false hopes of many Britons. One year ago, when a slim majority
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Worthy Insights / Opinion Pieces / Advice A Wealth of Common Sense - Bulls, Bears & Charlatans - Ben Carlson 6/11 * "A market crash is always a possibility. But using scare tactics to get people out of the markets (or keep them in) isn't helpful to anyone." NYT - Stop
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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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If you were to read only one thing… The US college debt bubble is becoming dangerous. Rana Foroohar. Financial Times. 9 Apr. 2017. "Rapid run-ups in debt are the single biggest predictor of market trouble. So it is worth noting that over the past 10 years the amount
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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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The insurance industry in China has been good business – too good. What is the magic number for China’s foreign exchange reserves? What gives – why haven’t the share buybacks by US corporates juiced returns (passive investing)? Headlines FT - Samsung heir Lee Jae-yong charged with bribery 2/28. Lee
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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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Saudi Arabia looking for savings where it can find them. Headlines FT - Venezuela's president raises minimum wage 50% 1/8. Despite minimum salary raises of 322% since February of 2016, Venezuelan workers now earn about $60 a month on the legal exchange rate or $12 a month at
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You can be certain that China is doing what it can to buy local. A US municipal pension crisis takes center stage in Dallas. Yeah, interest rates are going up – oh wait, what… Headlines * FT - Casino stocks jolted by Macau ATM limit reports 12/8. When word spread that ATM