10 Tuesday AM Reads
Our cage free organic two-fer Tuesday, morning train reads: • The iPhone’s new chip should worry Intel (The Verge) see...
Strong Secular Prospects for Emerging Markets
Very interesting chart showing growth in various countries — the chart makes it clear that the EM is where the growth is....
Gun Nation
A revealing and unsettling journey to the heart of America’s deadly love affair with the gun In the 18 years since Zed Nelson’s...
REITs are Awesome !
For the first time since 1999, the Standard & Poor’s 500 Index is being reconfigured. The last time was when technology was...
10 Monday AM Reads
Welcome back to the funhouse. Start it right with our morning train reads: • Ways to Apply the Lessons from Howard Marks’...
REITs New Sector Classification
REITs are being broken out from the finance sector. While that makes some intuitive sense, S&P track record on creating new sectors...
Presidential Election Models & Forecasts
Some context as a counter-balance to the bizarre media coverage (and local handwringing lately). First, Fiscal Times: “for better...
Media Template for Responding to Trump’s Lies
How should the media respond when a Presidential candidate is caught lying? I don’t mean the small political prevarications that...
10 Sunday Reads
My easy-like-Sunday-morning reads: • Uncle Sam Pays Almost Twice the Yield on Treasurys — If You Know Where to Look (MoneyBeat)...