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Worthy Insights / Opinion Pieces / Advice Bloomberg View - Sharif's Ouster Is Bad News - Mihir Sharma 7/28 * "Whatever one thinks of Pakistan's former prime minister, the circumstances of his ouster are troubling." Markets / Economy WSJ - Daily Shot: Total US Mortgages Outstanding as % of GDP 7/
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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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Worthy Insights / Opinion Pieces / Advice Economist - Buttonwood: Fund managers rarely outperform the market for long 6/24 Markets / Economy Economist - Investors in aircraft should get set for turbulence 6/22 * "Airliners could be the world's next big asset bubble." WSJ - Central Banks Give Sleepy Markets a
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If you were to read only one thing… FT - Xi Jinping's war on financial crocodiles gathers pace - Minxin Pei 6/25 * "In late April, President Xi Jinping convened a politburo meeting specifically focused on stability in the financial system. Foreshadowing the crackdown, he ordered that those '
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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 - 'Apartheid Without the Racism': How China Keeps Rural Folks Down - Mark Magnier 4/24 * "An epic property boom restricted to city dwellers has opened a wealth gap that continues to widen in China, setting back a state campaign
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Happy Easter! Real Estate FT - Chinese buyers fuel Brooklyn real estate boom - Rana Foroohar 4/16 * "…World property markets have become totally disconnected from national economies. There has been a massive housing recovery in the US since 2008, but over half of all the gains have accrued to a
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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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Chinese mainland real estate companies pricing out local developers in Hong Kong. Happy Thanksgiving everyone and thanks for reading. Headlines * CoStar – Hines REIT Sells Tallest Building In Sacramento for $175.5 Million 11/17. Hines bought the 30-story tower in May 2007 for $224 million – it would appear that
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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