10 Wednesday AM Reads

Mid-week already? My morning train reads: • What issue in the world of finance isn’t getting enough attention? (Peter Lazaroff) • Ignorance of The Future (Irrelevant Investor) see also My Investing Pet Peeves (A Wealth of Common Sense) • We went to China’s Silicon Valley to see the front lines of the robot wars (The Verge) • Trump’s America: Switching political…

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10 Tuesday AM Reads

Back from the long weekend; kick off right with our pre-inauguration morning train reads: • The Simple Economics of Machine Intelligence (Digitopoly) see also Harnessing automation for a future that works (McKinsey) • Pundits, Facts and the Future (Bloomberg View) • The Curse of Econ 101: When it comes to basic policy questions such as the minimum wage, introductory economics…

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10 MLK Day Reads

My morning MLK Day reads: • 5 Ominous Signs for the Securities Industry (Bloomberg View) • Trillion-Dollar Question: Why Don’t More Women Run Mutual Funds? (New York Times) • Congrats, San Diego, you win by losing Chargers (USA Today) • Mirror, Mirror, on the Wall, Which Is the Biggest Moocher State of All? (Daniel Mitchell) • 10 important client considerations…

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10 Sunday Reads

My easy like Sunday morning reads: • All of the fucks given in 2016 (Medium) • It’s Asset Managers’ Turn to Sweat (Bloomberg Gadfly) • What Did People Think About The First iPhone? (Digg) see also The iPhone turns 10: a visual history of Apple’s most important product (The Verge) • Money-making with Trump index, Wall Streeter says (joking?)…

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10 Weekend Reads

Three day weekend is here! Pour yourself a mug of Danish blend coffee, get cozy by the fire, and get ready for a super-sized portion of our long-form weekend reads: • Ray Dalio offers a radical solution to the threat of ‘fake news’ and details life inside Bridgewater (Business Insider) • Ten best papers/books in economic history of the last…

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2016 in headlines

  “First, no one really knows what events are going to transpire. And second, no one knows what the market’s reaction to those events will be.” – Oaktree Capital’s Howard Marks   These after the act headline reviews are always fascinating, especially or the reasons Marks describes:   click for bigger graphic Via Deutsche Bank…

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10 Friday AM Reads

Happy Friday the 13th! Stay lucky with our morning train reads: • Davos Wonders If It’s Part of the Problem: Did the global elite’s devotion to borderless capitalism sow the seeds of a populist backlash? (Bloomberg) • Great to See You Active Management – Are You Still Alive? (Wealth of Common Sense) • Advisors Should Aim For Simplicity and Avoid…

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10 Thursday AM Reads

My morning after day before press conference AM train reads: • WHO* warns of outbreak of virulent new ‘Economic Reality’ virus (Elgar) • Better Investing TV, Come on Down! (bps and pieces) • Narrative and Numbers: How a number cruncher learned to tell stories! (Musings on Markets) • At last, the music industry rediscovers its mojo: After their digital…

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10 Wednesday AM Reads

Get the latest buzz with these golden morning train reads: • Millennials may need to double how much they save for retirement (Washington Post) • 10 Things You Can’t Learn From a Backtest (Wealth of Common Sense) • How a group of Redditors is creating a fake stock market to figure out the value of memes (The Verge)…

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10 Tuesday AM Reads

Our two-for-Tuesday morning train reads: • Fed’s Point Man on Productivity: the slowdown began well before the 2008 financial crisis (Wall Street Journal) see also Economists Who Advised Presidents From Both Parties Find Common Ground (Wall Street Journal) • DARPA’s Biotech Chief Says 2017 high-risk, high-reward programs will change medicine and “Blow Our Minds”  (Scientific American) • The…

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