The Rally of a Lifetime (Bloomberg) see also How to Profit from Gold Stocks Bank of Japan Floats Retooling of Negative Rates (Bloomberg) Cable Companies show Cord Cutters Who's Boss (WSJ) Carry Trade Risk (CFA Institute) Business is Hard (fool.com) Financial Advice for Game of Thrones Characters (Money) … [Read more...]
Worthy Reads: How to Invest Like You are a Millionaire
How to Invest Like You are a Millionaire (richardcyoung.com) Goldman Says Short the Yen (Moneybeat) Is Coke about to Make another Major Marketing Blunder (Quartz) European Stocks Set to Take Off (WSJ) The Rise and Fall of the PC in One Chart (MarketWatch) The Real Reason Millennials Aren't Buying Real Estate (Money) … [Read more...]
Worthy Reads: Billionaire Investor Forecasts Recession
Billionaire Investor Forecasts Recession (WSJ) Google's Socialists (Quartz) Most Americans in 15 Years say Taxes Too High (Gallup) Big Insurers Dropping Obamacare Exchanges like a Hot Rock (Politico) Monetary Reform or Trade War (WSJ) What Oil Glut? (WSJ) Kuroda Readies the Torpedoes (WSJ) … [Read more...]
Worthy Reads: Sell in May & Go Away
Sell in May and Go Away (CFA Institute Blogs) China Borrowing Binge Barley Lifts GDP (GaveKalCapital) Norway's War on Coal (Fortune) In Search of New Widows and Orphans (Money) How Much More Expensive is WholeFoods (MarketWatch) UBS Weber Warns Against More ECB Stimulus (WSJ) … [Read more...]
Worthy Reads: Why Older People Love Facebook
Why Older People Love Facebook (NYTimes) 78 Million American Pay No Income Tax (MarketWatch) Wind Energy Economics Improving (Washington Post) Seniors the Fastest Growing Demographic on Social Media (NPR) Soda Consumption Falling at Restaurants (Washington Post) Rousseff Out in Brazil (WSJ) Junk Bonds: Handle with Care (WSJ) More on Helicopter Money (Fortune) … [Read more...]
Worthy Reads: Gold Going to $1,300?
Why Gold Could go to $1,300 by Year-end (MarketWatch) Yup, putting the professors in charge of the economy was a brilliant idea see Negative Rates are Lethal, The Bomb Ticking Inside Today's Bond Market, Where Home Buyers are Paid to Borrow. Obama Finally Finds Common Ground: America's Hatred for Cable Set Top Boxes! (NYTimes) China Reverts to Old Playbook to Steady Economy for Now (Bloomberg) Hedge Fund Hotel Collapses (WSJ) The Wall Street I Have Known (WSJ) Video: Fed Should Do Less of What They Do (Bloomberg) … [Read more...]
Worthy Reads: Misguided Mutual Fund Tax Policy
Quotable: "The United States is one of only four markets among the 27 covered by Morningstar that taxes realized internal gains in a fund annually, rather than when the investor actually sells the fund. This short-sighted policy imposes unneeded complexity and costs on investors, lessens retirement security, and tilts the marketplace in unanticipated ways. At the same time, it provides little to no long-term benefit to the tax coffers. It simply exchanges richer future sums for more immediate, but smaller gains today. This inability to grasp the benefits of deferred gratification has, sadly, … [Read more...]
Worthy Reads: The Hottest Housing Markets of the Future
The Hottest Housing Markets of the Future (Money) Sanders Takes Aim at U.S. Shale (ABC News) Oil Price Remedy Finally Starting to Work (WSJ) Mom-and-Pop Investors Wiped out by China's Shadow Banks (WSJ) Despite Massive Subsidies, U.S. Importing More Corn (WSJ) … [Read more...]
Worthy Reads: How the Junk Bond Bubble Will Burst
How the Junk Bubble Bubble Will Burst (Bloomberg) Dividends better than Buybacks (Bloomberg) Central Banks Running Low on Firepower (WSJ) M&A Crackdown Limiting Corporate Bond Supply (Financial Times) Why Bashing Free Trade is Paying Off (Fortune) New Competition for Amazon Cloud Services (Fortune) … [Read more...]
Worthy Reads: Why Interest Rates Must Rise
Why Interest Rates Must Rise (Barron's) The Ugliest Earnings Season since 2009 (Marketwatch) Will Politics Stop the Yen Rise? (WSJ) Mainstream Economists Start to See Problems with Negative Rates (Bloomberg) OECD Says Global Growth Slowing (Fortune) … [Read more...]