Below you will find the articles on economics, investing, and finance that we found most interesting for the week.
NB: ($) denotes subscription site.
High margin debt levels are contributing to market volatility.
With São Paulo’s reservoirs at 4% of capacity, water becomes a political issue in Brazil.
A rare look inside Walgreen’s management obsession with their EPS numbers thanks to a lawsuit from the former CFO. It’s hard to play ball when all you do is watch the scoreboard.
Robert Shiller on how stock market theories can spread like a virus. George Soros might add the additional wrinkle that these theories can then have a real impact on the world via reflexivity.
Private equity gets some additional scrutiny from Gretchen Morgenstern. There are lots of fees in those confidential docs.
Unintended consequences loom as employers try to dodge ACA penalties.
We may have some challenges in the United States, but at least rationing and food shortages aren’t among them like in Venezuela.