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Worthy Insights / Opinion Pieces / Advice Bloomberg Businessweek - Could Ocean's 8 Actually Work? - James Tarmy 6/5 * "Why stealing giant diamonds is a terrible, no good, very bad idea." Bloomberg Businessweek - Tears 'R' Us: The World's Biggest Toy Store Didn't Have
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The corporate drug industry has had many friends in Washington D.C. until now... Amazon is taking over the package room of your apartment building. China's property boom unlikely to end anytime soon. Headlines Economist - The Philippine army recaptures a city seized by Muslim insurgents 10/17. After
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Perspective FT - Nothing like this has happened in 323 years - Martin Wolf 8/15 * * "Prior to January 2009, the Bank (of England) had never lowered its lending rate below 2%. But it was then lowered to 1.5%, on its way to 0.5% in March 2009 and 0.
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If you were to read only one thing… NYT - 110 N.F.L Brains 7/25 * "Dr. Ann McKee, a neuropathologist, has examined the brains of 202 deceased football players. A broad survey of her findings was published on Tuesday in The Journal of the American Medical Association."
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If you were to read only one thing… NYT - How Homeownership Became the Engine of American Inequality - Matthew Desmond 5/9 * "There is a reason so many Americans choose to develop their net worth through homeownership: It is a proven wealth builder and savings compeller. The average homeowner boasts
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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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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
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Inflation running away in Venezuela. The ‘whale’ in the market is you – or really your proxy by way of the government. Barbarian insurers in China are pissing off the securities regulators. China’s banks hiding more than $2tn in loans. A rise in US interest rates are likely to put
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The Chinese housing market is looking rather shaky. Investors are going to have to brush up on their social sciences. China is smarting from an aggressive push into developing world loans. Headlines * FT - Insurance sector worried as insurtech start-ups cosy up to customers 10/13. "According to a
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It’s getting hot out there. When picking your emerging market investments, be mindful of its exposure. Headlines * WSJ - Russian Builds Up Army Near Ukraine Border 8/19. "Russia's plans around the Ukrainian border show a real intent to use force if needed." - Anton Lavrov * FT
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Coming to a bank near you - fees on big deposits Headlines * Investor Demand for Bond Funds Relative to Stocks Is Highest on Record 8/11. Basically investors believe there will be more monetary easing to come, meaning lower rates, hence appreciation in bonds. * NYT - Hard Times in Venezuela Breed Malaria