Asset Management & Market Research

Friday reads & daily charts ...

We scour the best of publications that cover the markets & economy, the world of business & finance, asset & wealth management, monetary & fiscal policy, Europe & Asia, the news & politics, science & technology … and throw in a bit of arts & entertainment, just to keep it light. Here’s what we found particularly compelling in the last 24 hours:

China defies IMF on mounting credit risk and need for urgent reform (Telegraph)

Bullish Birinyi gores Shiller P/E and stock market bears (MarketWatch)

Pew Research: China seen surpassing U.S. in superpower shift (CNNMoney)

Dalio partner defends ‘all weather’ portfolio strategy (CNBC)

Asking the right questions (The Big Picture)

Microsoft Finally Reveals That No One Wanted The Surface ET (TechCrunch)

Apple’s Move Into TV Relies on Cooperation With Industry Leaders (NYT)

First readings on EPS and revenue beat rates (Bespoke)

The new long-term bull market ahead (Kaletsky/Reuters)

It’s Been A Hot July (Econbrowser)

The charts below are courtesy of Quartz and The Economist. Quartz notes the following on Google’s earnings  release: The takeaway: Google is still struggling to monetize mobile. Cost per click—a metric that actually measures the price advertisers pay Google each time their ads are clicked on—decreased roughly 6% versus the second quarter of 2012. That reflects the lower prices advertisers are paying for mobile ads. Cost-per-clicks decreased 4% last quarter, year-over-year. And more and more of Google’s traffic is coming from mobile.

google-s-average-cost-per-click-y-on-y-change_chart-1

 

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Author: Kevin Lane

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