What We’re Reading – Week of 12/31/2021

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.   Latin America is the global leader in vaccination rates. Article via Wall Street Journal ($)   There is a $900 billion cash pile inflating startup valuations. Article via Wall Street […]

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What We’re Reading – Week of 12/23/2021

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.   Companies shift supply chains from “just in time” to “just in case.” Article via Financial Times ($)   The story of how the F-35 will dominate the future of military […]

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What We’re Reading – Week of 12/17/2021

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.   Bond holders are looking at the worst real returns since Volcker. Article via Bloomberg ($)   Niantic CEO John Hanke talks with The Verge about the future of augmented reality […]

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What We’re Reading – Week of 12/10/2021

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.   Here comes “custom indexing” which sounds an awful lot like a fancy way to describe a separately managed account. Article via Bloomberg ($)   Quants are coming for the bond […]

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What We’re Reading – Week of 12/03/2021

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.   Private equity is about to lock in a record year for deal-making. Article via Wall Street Journal ($)   Buyer beware rules the DeFi market, because regulators can’t keep up. […]

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What We’re Reading – Week of 11/26/2021

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.   Beware of the flywheel delusion.  Article via The Economist ($)   Could levered bets on the public market generate similar returns to private equity? Article via Bloomberg ($)   How […]

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What We’re Reading – Week of 11/19/2021

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.   The oldest asset class still dominates them all. Article via Financial Times ($)   Inflation means bigger profits for some American businesses. Article via Wall Street Journal ($)   Levering […]

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What We’re Reading – Week of 11/12/2021

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.   Private equity investors are paying for their managers’ private jets on top of already steep fees. Article via Financial Times ($)   The unintended consequences of divestment are increasing the […]

Read More… from What We’re Reading – Week of 11/12/2021