10 Friday AM Reads

My end-of-week morning train WFH reads:

The Case For Owning Bonds: Yields are much higher than they were during the onset of the pandemic. The Fed is raising rates to bring down inflation which could lead to a recession. If we go into a recession yields will likely fall as the Fed will eventually be forced to lower interest rates. (Wealth of Common Sense)

Scammers have been around forever. Then came crypto. Who is responsible for reining in cryptocurrency fraud? (Grid) see also The Victim Cloud: Gullibility in the golden age of scams (Harper’s Magazine)

Where to Find the Best Emerging Markets Returns: Asian nations such as India stand out, and so does Brazil, managers say. (CIO)

The Ferocious, Well-Heeled Battle Against the SEC’s New Rules on Hedge Fund Activism: A new institute with hedge fund backing joins Elliott, Pershing Square, Third Point, and others in opposing tougher disclosure rules for stock and swaps positions. (Institutional Investor)

How a Recession Could Weaken the Work-From-Home Revolution: Company culture may soon resemble what bosses want, rather than what workers want—and that could mean a lot more people in the office. (The Atlantic)

The origin: Why Porsche announced an SUV in 1998: An analysis commissioned by the department overseen by Hans Riedel, the board member responsible for sales at the time, had shown that the legendary 911 and the new mid-engined Boxster model alone would not guide the manufacturer into a secure future. “It was apparent that the sports car had its limits on the market.” (Porsche)

How Singapore Got Its Manufacturing Mojo Back The city-state courted highly automated production lines to become a rare wealthy country to reverse its factory downturn (Wall Street Journal)

Airbnb, Your Days Are Numbered: Everyone is suddenly remembering how nice it is to stay in a hotel (Gawker)

Hoboken Hasn’t Had a Traffic Death in Four Years. What’s It Doing Right? This is a simple piece of street planning called “daylighting,” and according to Hoboken’s transportation-and-parking director, Ryan Sharp, it’s been among the most popular requests from residents. It’s also one of the major tools that Hoboken has used to make its streets less deadly. (Curbed)

The truth about screaming fangirls Teenage pop fans have long been derided as vacuous victims of marketing. But there is so much more to it than that, explains a Harry Styles aficionado. (The Guardian)

Be sure to check out our Masters in Business interview this weekend with Jonathan Miller, discussing real estate, home sales, rentals, and whether cities are dead or not. Miller is the CEO and co-founder of Miller Samuel, whose data and analytics on real estate have become the standard for the residential real estate appraisal and brokerage industry.


The P/E ratio for the Russell 2000 is back to the 2020 lows, and below 10x. 

Source: @TimmerFidelity


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