Category Archives: Uncategorized

Weekend reads

Henry Allen on New Hampshire Jeff Sommer on Vanguard and transfer pricing Gretchen Morgenson, Fine bankers, not shareholders, for bank shenanigans Neil Irwin, What could cause a recession Jesse Felder, Mind these gaps Sabrina Willmer and Tom Moroney, The secretive … Continue reading

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Cartoon of the day

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Latest MarketWatch piece: The problem is earnings

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Latest MarketWatch piece: handicapping the next debacle

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Monday reads

Scary pension math Dividends matter Meaning of stock declines Why pessimism sounds smart Volatility clusters Handling a bear

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Hedonic adjustment

Middle class people are really better off because they can afford more iPhone today than they could 5 years ago? Are you kidding me?

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Thursday Reads

$8 Cauliflower in Canada Davos — like a “bad habit” Making sense of stock declines Monetary policy is a limited tool Debt, demography, and distribution of income Investing the old fashioned way (without central bank support)

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Jim Cramer recommends offshore driller Ensco on March 10, 2014

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C’mon, Howard

Quote from Howard Marks’s latest memo: “We haven’t had a boom (either in the economy or in the stock market), so I don’t think we’re fated to have a bust.” Really? No boom in the stock market? What should we … Continue reading

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A much-needed new Barron’s roundtable member

What a breath of fresh air Jeffrey Gundlach was at his debut as a Barron’s roundtable member. The permabulls couldn’t avoid the bad news Gundlach pounded them with including junk bonds crashing (and the fact that they can’t diverge so … Continue reading

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