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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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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… WSJ - Another Bubble Bursts in Hong Kong - Jacky Wong 4/25 * This one is the article in its entirety. * "Hong Kong’s stock market is becoming a byword for dangerous bubble-blowing." * "The latest stock to burst is Fullshare
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Worthy Insights / Opinion Pieces / Advice Naked capitalism - It's Time to Regulate the Gig Economy - Yves Smith 4/18 * "Depicting work in the platform economy as a mere 'sharing of favors' conveys an image of the gig economy as a sort of parallel dimension, where chores
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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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Worthy Insights / Opinion Pieces / Advice FT - When it comes to investing, human stupidity beats AI - Miles Johnson 4/10 * "Since their inception, financial markets have been driven by greed and fear. No matter how advanced technology becomes, human nature isn't changing. Or as billionaire Carl Icahn has
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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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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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Okay, I'm prototyping here. Bottom line it's finally gotten through my thick skull that assembling a weeks worth of content and putting it out there once-a-week is a LOT to consume all-at-once. So I'm going to try a new angle