Yellen has a mini revolt on her hands (Yahoo! Finance) Has Commercial Property Peaked (WSJ) RIP Andy Grove (Financial Times) The Saudi's Flinch (Financial Times) Will Stocks Soar Under a President Trump (Fortune) … [Read more...]
Worthy Reads: The Worst Advice
One of the Most Dovish Fed Decisions of the 21st Century (Bloomberg) The Worst Advice (WSJ) Central Banks now in Central Planning Business (WSJ) China Hoping for Another Stock Bubble (WSJ) Feds Pay Down Homeowner Mortgages (WSJ) Yellen Gives Inflation a Pass (WSJ) Canadian Banks Not Reserving Enough (WSJ) … [Read more...]
Worthy Reads: The Death of Cool Stocks
The Death of Cool Stocks (Money) Central Banks Pushing Mom & Pop Investors into Junk Bonds (ZeroHedge) Central Banks Losing Control of Currencies (WSJ) If No One is Trading, Is It Really a Rally? (WSJ) The Fed has a Major Credibility Problem (MoneyBeat) Government Debt Triple Prior Estimates (MoneyBeat) … [Read more...]
Morning Reads: China’s Looming Currency Crisis
The Spillover of Negative Rates (Bloomberg) China's Looming Currency Crisis (WSJ) Hot Money Moves into Emerging Markets (Financial Times) Investors Not Sold on Robo-advice (Gallup) ECB Distorting Corporate Bond Market (Financial Times) … [Read more...]
Morning Reads: America’s Most Poorly Managed Companies
Airlines: Still America’s Most Poorly Managed Companies (WSJ) Robo-Medicine on the Way (MIT Technology Review) A Currency Rally that is too Good to Last (WSJ) Investors Reach for Yield in CoCo Bonds: (WSJ) Prescription Drug Prices Double (Financial Times) Are Index Investors the Dumb Money? (Financial Times) … [Read more...]
Morning Reads: Is the Left to Blame for Bubble-Bust Economy?
Is the Left to Blame for Bubble-Bust Economy? (Bloomberg) Mutual Fund Managers view Cash as Trash (WSJ) Oil Supply Finally Responding to Price (WSJ) Oil Executives Incentivized to Destroy Value (WSJ) Negative Interest Rates More Dangerous than You Think (Fortune) Merkel Takes a Beating at Ballot Box for Refugee Policy (Financial Times) … [Read more...]
Afternoon Reads: 7 Year Bull Market Built on Shaky Demand
Slammed by Obamacare (WSJ) 7 Year Bull Market Built on Shaky Demand (Reformed Broker) The New Mediocre (Economist) Do Low Rates Cause Low Inflation (The Grumpy Economist) Plastic Eating Bacteria (WSJ) Draghi’s Bazooka Unleashed (WSJ) See also A gift from the Banks Markets on Pace for Most Volatile Year in almost 80 years. … [Read more...]