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Some US Stock Market Perspective
Bloomberg - Don't Expect the Roaring '10s for Stocks to Repeat in the '20s - Nir Kaissar 12/12/19 WSJ - Daily Shot: BlackRock - US Corporate Profits over the Business Cycle 1965-2019 12/12/19
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Bloomberg - Don't Expect the Roaring '10s for Stocks to Repeat in the '20s - Nir Kaissar 12/12/19 WSJ - Daily Shot: BlackRock - US Corporate Profits over the Business Cycle 1965-2019 12/12/19
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To each their own. WSJ - Daily Shot: Charles Schwab - Top Ten Investments as Percentage of Assets by Generation 12/10/19 While you weren't looking… WSJ - Daily Shot: Japan Government Bond Yields 12/10/19 And some context of the wild ride that has been cannabis stocks. Visual
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Worthy Insights / Opinion Pieces / Advice FT - How I learnt to stop worrying and love Big Tech - Miles Johnson 6/18 * "The only thing a good investor should care about is the price they can purchase these companies for compared with their own reasonable estimate of fair worth. Yes, mindless
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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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Xi Jinping, the master politician. In the US oil and gas industry it’s about time for some more culling of the herd. Uber providing transportation solutions for US municipalities. Headlines * FT - China's renminbi joins elite global reserve currency club 9/29. On October 1, the renminbi joined