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.
