Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site. Apparently it is round two of Michael Dell vs. Carl Icahn. Article via New York Times ($) Amazon battles Walmart for the online shopping market it created in India. […]
Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site. An employee is leaving Google and he still thinks it is going to win the “Cloud Wars.” Medium post by Amir Hermelin Sears Holdings, a 132 year old retailer […]
U.S. stocks continued their levitation act during the third quarter, driving the major indices to new all-time highs in both price and valuation. Your portfolio participated in kind and had a nice quarter, too. Risk appetite is as intense as ever, as seen in tight corporate bond spreads despite deteriorating credit quality, last year’s crypto […]
Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site. An ABB split may result in a windfall for shareholders and would leave the company more focused on robotics. Article via Bloomberg Is Disney in a creative rut? […]
Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site. In an effort to cut out the middle men, Gilead launches a generic of its own drugs. Article via Wall Street Journal ($) Howard Marks, a man who knows […]
Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site. The Tesla story is looking to be one for the history books. The shorts make their case in the New York Times this week. Article via New York Times ($) […]
Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site. Bloomberg profiles the secret drug pricing system middlemen use to rake in millions. Article via Bloomberg Wait Wall Street is ripping people off with a high fee complex product […]
Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site. Only at the fun part of the cycle where companies are doing things that don’t make economic sense can you ask, “Am I paying too little for stuff?” Article via […]
Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site. Seltzer is upending soda and beer. Article via Wall Street Journal ($) The San Francisco Fed notes that the yield curve does have predictive power. Article via Federal Reserve […]
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 Yorker profiles Paul Singer whose hedge fund, Elliott Management, is urging the sale of Nielsen. Article via New Yorker Markets with no price transparency can’t work. […]
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