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What We’re Reading – Week of 07/28/2017

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

NB: ($) denotes subscription site.

 

Forest fires in Canada drive a lumber shortage for U.S. home builders.  Globalization (even if it is on the retreat a little) still has consequences.

Article via Wall Street Journal ($)

 

Disney’s next movie may be watching you.  It seems a little creepy.

Article via Fast Company

 

“There they go again… again.”  Howard Mark’s memo talks about how capital markets are accepting undue risk for inadequate returns.

Memo via Howard Marks

 

America’s locks- another example of decrepit infrastructure that needs investment.

Article via Wall Street Journal ($)

 

China wants to challenge U.S. semiconductor hegemony.  Is this a surprise?  This was always the plan.  Employ the people by taking the low paying electronics assembly jobs early on and then move up market once the whole supply chain is in China.

Article via Wall Street Journal ($)