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What We’re Reading – Week of 10/24/2014

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.

Article via Financial Times ($)

 

With São Paulo’s reservoirs at 4% of capacity, water becomes a political issue in Brazil.

Article via Financial Times ($)

 

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.

Article via Wall Street Journal ($)

 

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.

Article via New York Times ($)

 

Private equity gets some additional scrutiny from Gretchen Morgenstern.  There are lots of fees in those confidential docs.

Article via New York Times ($)

 

Unintended consequences loom as employers try to dodge ACA penalties.

Article via Wall Street Journal ($)

 

We may have some challenges in the United States, but at least rationing and food shortages aren’t among them like in Venezuela.

Article via Wall Street Journal ($)