Saturday links: a better route


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10 Weekend Reads


This post is by Barry Ritholtz from The Big Picture


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The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat on the swing, and get ready for our longer form weekend reads: • The Radical, Lucrative, and Controversial Company Hiding in Stephen Schwarzman’s Pocket (Institutional Investor) • Inside the Cage Match Between Mark Zuckerberg and the Winklevoss Twins (Vanity Fair)…

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Longform links: sustainable innovation


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Friday links: a collectible delusion


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Podcast links: going cold turkey


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10 Friday AM Reads


This post is by Barry Ritholtz from The Big Picture


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My end of week morning train reads: •  Farewell, Captain America. Hello, Ziggy Stardust: After Bohemian Rhapsody, studios are eyeing many a project steeped in FM nostalgia. (Vanity Fair) • Co-working spaces: Not just for start-up bros anymore (Los Angeles Times) • The Pivot: The iPhone is the most successful product of all time. (ASYMCO)…

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Links (5/16/19)


This post is by Ted Allrich from Economist's View


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  • There’s a revealing puzzle in the China tariffs – Larry Summers On Monday, China announced new tariffs on $60 billion of U.S. exports, and the United States threatened new tariffs on up to $300 billion of Chinese goods. These actions were cited as the principle reason for a decline of more than 600 points in the Dow Jones industrial average, or about 2.4 percent in broader measures of the stock market. With the total value of U.S. stocks around $30 trillion, this decline represents more than $700 billion in lost wealth. This was not an isolated event. Again and again in the past year, markets have gyrated in response to the state of trade negotiations between the United States and China. The market sensitivity to threats and counter-threats in the trade war is quite remarkable. Monday’s announcement by the Chinese, for example, would be expected to raise

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10 Thursday AM Reads


This post is by Barry Ritholtz from The Big Picture


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My morning train reads: • The U.S. Has a Fleet of 300 Electric Buses. China Has 421,000 (Bloomberg) • Siegel: Have Stock Buybacks Gone Too Far? (Knowledge@Wharton) • The internet didn’t shrink 6% real estate commissions. But this lawsuit might (CNN) • Making the Social Leap: A Conversation on How Our Psychology Evolved (Behavioral Scientist)…

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Wednesday links: relative wealth


This post is by abnormalreturns from Abnormal Returns


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10 Wednesday AM Reads


This post is by Barry Ritholtz from The Big Picture


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My midweek morning train reads: • The Hulu/Disney/Comcast divorce, explained (Vox) • Kyle Bass’s big nickel bet (Moneyness) • Importers pay 100 percent of the accounting costs of trade tariffs, which are passed on to the consumer. The economic costs of tariffs are a bit more difficult to unpack (Global Macro Monitor) • Elon Musk’s…

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Research links: extracting lessons


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10 Tuesday AM Reads


This post is by Barry Ritholtz from The Big Picture


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My Two-for-Tuesday morning train reads: • Why US-China trade talks are about more than trade (Christian Science Monitor) • Upfront 2019: TV Advertising Isn’t Dead (Yet) (Variety) • Trophy homes: how the super-wealthy struggle to value their properties (Financial Times) see also NYC’s supertall skyscraper boom, mapped (Curbed) • This Gen X Mess (New York…

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Links (5/13/19)


This post is by Ted Allrich from Economist's View


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  • Evolution or revolution: An afterword – Blanchard and Summers The changes in macroeconomic thinking prompted by the Great Depression and the Great Inflation of the 1970s were much more dramatic than have yet occurred in response to the events of the last decade. This column argues that this gap is likely to close in the next few years as a combination of low neutral rates, the re-emergence of fiscal policy as a primary stabilisation tool, difficulties in hitting inflation targets, and the financial ramifications of a low-rate environment lead to important changes in our understanding of the macroeconomy and in policy judgements about how to achieve the best performance.
  • Killing the Pax Americana – Paul Krugman O.K., they weren’t supposed to start the trade war until I got back from vacation. And I really have too many kilometers to cover and hills to climb to weigh in on

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Monday links: how you spend it


This post is by abnormalreturns from Abnormal Returns


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10 Monday AM Reads


This post is by Barry Ritholtz from The Big Picture


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My Tariff-Free morning train reads: • 14.7 percent annualized versus 8.5 percent: 10-year returns no longer include the 2007-2009 bear market, making investment returns look much better (New York Times) • The Hedge Fund Strategies That Actually Work (Worth) • As the World Fractures, Asset Allocators Are Doing… Nothing. Are They Insane? A peek inside…

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