What We’re Reading – Week of 09/27/2019

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.   John Deere’s solution to slowing sales?  High tech products. Article via Wall Street Journal ($)   Farmers aren’t the only ones complaining about the trade war, lumber mills are suffering […]

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What We’re Reading – Week of 09/20/2019

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.   The New York Times profiles how colleges have to wrestle with economic realities while trying to increase diversity and often fail to do both effectively. Article via New York Times […]

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What We’re Reading – Week of 09/13/2019

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.   As sports betting ramps up, mobile betting rules. Article via Wall Street Journal ($)   Overseas investors are dialing back purchases of U.S. real estate. Article via Wall Street Journal […]

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What We’re Reading – Week of 07/26/2019

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.   Research Affiliates looks at bubbles and anti-bubbles. Article via Research Affiliates   America’s roads and bridges cost too darn much. Article via Bloomberg   The rent is too damn high […]

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Client Investment Letter July 2019

“The heart of man is made to reconcile the most glaring contradictions.” – David Hume   If there is one concept that defines the markets right now it is that of cognitive dissonance. For those who aren’t psychologists, Merriam-Webster aptly describes cognitive dissonance as a “psychological conflict resulting from incongruous beliefs and attitudes held simultaneously.” […]

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