My morning reads for this lovely Tuesday:
• Big Banks Win, Taxpayers Lose as Fannie Insurance Overhaul Spiked (American Banker)
• Investors Rediscover Risk-Taking Abroad (NYT) but see The Case against Commodities and Emerging Markets (Behavioral Macro)
• Can mutual-fund managers block the Dell deal? (MarketWatch)
• Gary Shilling: Why You Should Sell Stocks And Buy Treasurys (Forbes)
• Gold: Hot at the Oscars, Not on Wall Street (The Fiscal Times) see also Gold’s Cycle Seen Turned by Goldman Sachs as ETP Holdings Drop (Bloomberg)
• Spot the Correlation: Wealth vs. Immigration (Mangan’s)
• The Phablet: Eyeing Apple (The New Yorker) see also ‘Shareholder Democracy’ Can Mask Abuses (DealBook)
• For the First Time Since Napster, Music Sales Are Growing (All Things D)
• The Incredible Shrinking Ad (The Atlantic) see also Content economics, part 1: advertising (Felix Salmon)
• Deep-Space Photos: Hubble’s Greatest Hits (TIME)
What are you reading?
Americans Back Spending-Cut Delay Amid Budget-Deal Push
Source: Bloomberg
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