Thursday links: a little bit wrong


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10 Thursday AM Reads


This post is by Barry Ritholtz from The Big Picture


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Programming Note: Starting next week, Ritholtz’s Reads will have a new home. To receive early morning train reads every day in your inbox, please sign up here.

My morning train reads:

• Thank God it’s Thursday: the four-day workweek some want to bring to the U.S. (Washington Post)
• This legendary Vanguard fund manager had the right stuff to beat the market (Marketwatch)
• One of the oldest investing theories on Wall Street has yet to confirm this year’s rally is for real (CNBC)
• Booming Demand for CBD Is Making Hemp the Cannabis Cash Crop (Bloomberg Businessweek)
• The Agony of Hope Postponed, by a Value Investor (Wall Street Journal)
• 10 Things You Need To Know About Automation And The Future Of Work (Basis Point)
• The Economic Opportunity Washington Is Missing Right Now, According

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Wednesday links: emotional triggers


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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Programming Note: Starting next week, Ritholtz’s Reads will have a new home. To receive early morning train reads every day in your inbox, please sign up here.

My mid-week morning train reads:

• GM Corvette goes Mid-Engine, competing with exotic supercars of Europe (Wall Street Journal)
• US bundled equity commissions fall by nearly half in decade (Financial Times)
• Why Is Everyone So Scared of Disney? (Variety)
• The president’s tweets are a mere nuisance compared with his push to pack the Fed with partisans. (Bloomberg Businessweek)
• Opposite of Conventional Wisdom (Irrelevant Investor)
• Electric Airplanes Start to Take Off (Wall Street Journal)
• Shopify and the Power of Platforms (Stratechery)
• On Bill Gates’s ‘Greatest Mistake Ever’ (Daring Fireball)
• It’s Time to Rethink What Counts as a Voter Turnout Strategy (

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Tuesday links: the buyback push


This post is by abnormalreturns from Abnormal Returns


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Research links: investing in real time


This post is by abnormalreturns from Abnormal Returns


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10 Tuesday AM Reads


This post is by Barry Ritholtz from The Big Picture


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Programming Note: Starting this week, Ritholtz’s Reads will have a new home. To receive early morning train reads every day in your inbox, please sign up here.

 

My Two-for-Tuesday morning train reads:

• Ten Years, Ten Observations, and Ten Predictions (Sellwood Consulting)
• Retirement Savings: How To Reach $1 Million In Your 401(k) Or IRA (Investor’s Business Daily) see also A Trillion Dollars in 401ks (The Big Picture)
• The Overplayed, Turbohyped, and Underwhelming World of Artificial Intelligence (Institutional Investor)
• It’s Past Time to Train Americans for the New Economy, Goldman’s Abby Joseph Cohen Says (Barron’s) but see Instacart Hounds Workers to Take Jobs That Aren’t Worth It (Bloomberg Businessweek)
• Electric Airplanes Start to Take Off:  Retrofitting existing planes draws interest from startups and big manufacturers, including Airbus (Wall Street Journal)
• How

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Links (7/15/19)


This post is by Mark Thoma from Economist's View


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  • Why Is Inflation Low Globally? – FRBSF A hot economy eventually boosts inflation. Such is the simple wisdom of the Phillips curve. Yet inflation across developed countries has been remarkably weak since the 2008 global financial crisis, even though unemployment rates are near historical lows. What is behind this recent disconnect between inflation and unemployment? Contrasting the experiences of developed and developing economies before and after the financial crisis shows that broader factors than monetary policy are at play. Inflation has declined globally, and this trend preceded the financial crisis.
  • Libra's dramatic call to regulatory action – Cecchetti & Schoenholtz The stated objectives of creating Libra are to improve the efficiency of payments, reducing costs and speeding transfers; and to improve financial access. While these are laudable goals, it is essential that we achieve them without facilitating criminal exploitation of the payments system or reducing the ability of authorities to

    Continue reading “Links (7/15/19)”

Links (7/15/19)


This post is by Mark Thoma from Economist's View


Click here to view on the original site: Original Post




  • Why Is Inflation Low Globally? – FRBSF A hot economy eventually boosts inflation. Such is the simple wisdom of the Phillips curve. Yet inflation across developed countries has been remarkably weak since the 2008 global financial crisis, even though unemployment rates are near historical lows. What is behind this recent disconnect between inflation and unemployment? Contrasting the experiences of developed and developing economies before and after the financial crisis shows that broader factors than monetary policy are at play. Inflation has declined globally, and this trend preceded the financial crisis.
  • Libra's dramatic call to regulatory action – Cecchetti & Schoenholtz The stated objectives of creating Libra are to improve the efficiency of payments, reducing costs and speeding transfers; and to improve financial access. While these are laudable goals, it is essential that we achieve them without facilitating criminal exploitation of the payments system or reducing the ability of authorities to

    Continue reading “Links (7/15/19)”

Monday links: voting with their pocketbooks


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


Click here to view on the original site: Original Post




Programming Note: Starting next week, Ritholtz’s Reads will have a new home. To receive early morning train reads every day in your inbox, please sign up here.

Its Amazon Prime Day! Before you go shopping, start your day with our morning train reads:

• The Space Economy Is Starting to Take Shape 50 Years After the Moon Landing (Barron’s)
• Ee Aye, Ee Aye, Oh: How Farm Investing Appeals to Pension Funds (Chief Investment Officer)
• Lessons From the 10 Best Years in Stock Market History (A Wealth of Common Sense)
• The future of work in America: People and places, today and tomorrow (McKinsey)
• How the US is weaponizing the world economy (Tim Harford)
• Beyond the Confetti: The Dark Side of Startup Success (Wall Street Journal)
•  The ‘Texas Miracle’ Missed Most of Texas (

Continue reading “10 Monday AM Reads”

10 Sunday Reads


This post is by Barry Ritholtz from The Big Picture


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Programming Note: Starting next week, Ritholtz’s Reads will have a new home. To receive early morning train reads every day in your inbox, please sign up here.

~~~

My easy like Sunday morning reads:

• Storm Preparation (Belle Curve)
• Bubble, Bubble, Toil and Trouble (Research Affiliates)
• The Thrill of Uncertainty (Collaborative Fund)
• Michael Mauboussin, Interview No. 4 (Farnam Street)
• The Guilty Pleasures of Mansion Porn (The Atlantic)
• Brexit means goodbye to Britain as we know it (Financial Times)
• Deepfakes will influence the 2020 election—and our economy, and our prison system (Quartz)
• Border Patrol Chief Carla Provost Was a Member of Secret Facebook Group filled with racist, vulgar, and sexist content (The Intercept)
• The true origins of the Seth Rich conspiracy theory. (Yahoo)
• USWNT’s

Continue reading “10 Sunday Reads”

10 Weekend Reads


This post is by Barry Ritholtz from The Big Picture


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Programming Note: Starting next week, Ritholtz’s Reads will have a new home. To receive early morning train reads every day in your inbox, please sign up here.

~~~

The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat by the pool, and get ready for our longer form weekend reads:

• Kanye’s Second Coming: Inside The Billion-Dollar Yeezy Empire (Forbes)
• Goldman Sachs: 150-Year Old Startup (Krueger & Catalano)
• The Story McKinsey Didn’t Want Written (Institutional Investor)
• Netflix Won’t Be Felled by Recession, Bond Markets, Debt or Cash Losses (Netflix Misunderstandings, Pt. 8) (Redef) see also The Great Race to Rule Streaming TV (New York Times Magazine)
• New Coke didn’t fail. It was murdered. (Mother Jones)
• Revealed: This Is Palantir’s Top-Secret User Manual for Cops (Vice)

Continue reading “10 Weekend Reads”