What We’re Reading – Week of 02/16/2018

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.   McKinsey says now is the time to act on implementing artificial intelligence. Article via McKinsey   FINRA investigates VIX manipulation.  One wonders where they were when the VIX set half […]

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What We’re Reading – Week of 02/09/2018

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.   How Wall Street’s favorite trade, short volatility, went south overnight. Article via Bloomberg   The Canadian provinces of Alberta and British Columbia started a trade war in the dispute over […]

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What We’re Reading – Week of 02/02/2018

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.   Will euphoria turn to despair if the 10 year yield rises above 3%? Article via Bloomberg   Big data has the potential to make economic statistics “real time.” Article via […]

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What We’re Reading – Week of 01/26/2018

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.     Credit card delinquencies rise 20%.  Are middle class Americans tapped out? Article via Financial Times ($)   A housing bear who called the last downturn says prices are too […]

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What We’re Reading – Week of 01/19/2018

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.     Each and every year a different asset class leads the pack.  Ben Carlson’s asset class performance quilt illuminates the degree of variation and randomness in markets and the link […]

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What We’re Reading – Week of 01/12/2018

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.   An inside look at the security meltdown inside PC chips.  When humans make products, expect errors eventually. Article via Bloomberg   Netflix doesn’t just personalize its content suggestions for you, […]

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What We’re Reading – Week of 01/05/2018

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.   As Amazon expands its “Basics” product offering, are there limits to what Amazon can and will sell? Article via Wall Street Journal ($)   Ray Dalio says it’s time to […]

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What We’re Reading – Week of 12/29/2017

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.   A new economic paper studies the real return of everything from 1870 to present.  The punch line is “risk” assets gained about 7% real per annum while GDP grew around […]

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What We’re Reading – Week of 12/22/2017

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.     The chip industry has turned into a big game of “Let’s Make a Deal.” Article via New York Times ($)   Investors shell out $700 million for coins with […]

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What We’re Reading – Week of 12/15/2017

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.     In another sign that the easy money part of the cycle is upon us, SPACs are back. Article via Wall Street Journal ($)   Is online comparison shopping holding […]

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