Insights

What We’re Reading – Week of 04/11/2014

Below you will find the articles on economics, investing, and finance that we found most interesting for the week.

NB: ($) denotes subscription site.

 

This is an interesting article on the power of Tobin’s Q and other predictors of overall market valuation.

Article from FT ($)

 

The Indian “aspirers” will likely have a significant impact globally over the next few decades.

Article from Wall Street Journal ($)

 

Broadband is a far more important consideration than TV service in the Comcast-Time Warner merger.

Article from New York Times ($)

 

Greece has access to credit again (at less than a 5% rate).  Sovereign debt investors appear to have very short memories.

Article from Bloomberg

 

Howard Marks has some typically wise advice on how one must be willing to do the unconventional to generate superior investment results in his latest memo to clients.

Letter via Zerohedge