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Bloomberg - Shale's Amazing, World-Changing, Lousy Decade - Liam Denning 12/27/19 Bloomberg - Private Equity Is Starting 2020 With More Cash Than Ever Before - Melissa Karsh and Benjamin Robertson 1/1/20 Bloomberg - New Jersey Train Stations Become Draw for New York Gamblers - Christopher Palmeri 1/6/20
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If you were only to read one thing… FT - Why millennials are driving cashless revolution in China - Yuan Yang 7/16 * "The mobile payments revolution in China has happened with breathtaking speed and scale. In only five years it has transformed daily life in Chinese cities and also laid
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If you were only to read one thing… FT - Venezuela's imploding economy sparks refugee crisis - Gideon Long and Andres Schipani 4/15 * "While the eyes of the world have been on the Syrian refugee crisis and the exodus of Rohingya Muslims from Myanmar, Venezuela’s humanitarian disaster
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Perspective AEIdeas - Creative Destruction, the Uber effect, and the slow death of the NYC taxi cartel - Mark J. Perry 3/17 WP - Toys R Us's baby problem is everybody's baby problem - Andrew Van Dam 3/15 * "There are endless reasons a big-box toy store
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Perspective Visual Capitalist - How Money is Spent by Different Income Groups - Jeff Desjardins 2/25 WSJ - Daily Shot: U.S. Racial / Ethnic Demographics 2/26 WEF - Business Insider: Gun control in four countries around the world - Chris Weller 2/21 Worthy Insights / Opinion Pieces / Advice A Wealth of Common Sense
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Perspective A Wealth of Common Sense: 180 Years of Stock Market Drawdowns - Ben Carlson 1/22 * "A reader sent me a link to a video of a presentation given by former hedge fund manager and quant Robert Frey (whose firm was actually bought out by legendary hedge fund manager
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Perspective Visual Capitalist - Visualizing the 4,000 Year History of Global Power - Nick Routley 12/2 The Verge - The Winklevoss twins are now Bitcoin billionaires - Thuy Ong 12/4 WSJ - Daily Shot: Global Market Cap as % of GDP 12/5 Worthy Insights / Opinion Pieces / Advice FT - The Republicans' faith-
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If you were to read only one thing… Reuters - Chaos and hackers stalk investors on cryptocurrency exchanges - Steve Stecklow, Alexandra Harney, Anna Irrera and Jemima Kelly 9/29 * "Online exchanges for trading bitcoins and other virtual currencies can make fortunes for their owners. But they are largely unregulated, besieged
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Perspective Economist - Daily Chart: Modern slavery is disturbingly common 9/20 Worthy Insights / Opinion Pieces / Advice Economist - In Detroit, the end of blight is in sight 9/16 * "What happens when a city accustomed to bad government elects a good one." * A good test case for a city
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Perspective Economist - Ryanair's mass cancellations are a problem of its own making - Gulliver 9/19 * "When Ryanair convinced many of its pilots to take fewer holidays during peak summer-travel season, it probably thought it was being clever. But poor planning and a bit of bad luck
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Worthy Insights / Opinion Pieces / Advice Mauldin Economics - Irving Fisher and Japan - Charles Gave 8/23 Oaktree - Yet Again? - Howard Marks 9/7 WSJ - Why American Students Need Chinese Schools - Lenora Chu 9/8 * "After putting her son in an elite state-run school in Shanghai, an American mother finds
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Perspective Howmuch.net - The Working Class Can (Not) Afford the American Dream - Raul 8/31 Howmuch.net - The Rising Costs of Sending Your Kids to a Private School - Raul 8/20 Howmuch.net - Status of US State Economies - Raul 8/15 Worthy Insights / Opinion Pieces / Advice Bloomberg Businessweek - Why Private