Asset Management & Market Research

Weekend 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:

Credit Suisse: 7 reasons to stay overweight equities now (MarketWatch)

Verizon’s diabolical plan to turn the Web into pay-per-view (InfoWorld)

The Most Important Point of Putin’s Op-Ed (Bloomberg)

Succinct Summation of Week’s Events (The Big Picture)

Seth Klarman’s Baupost to Return Some Capital to Clients (Institutional Investor)

Investors in Europe See a Glass Half Full and Rising (Norris/NYT)

How to taper safely (The Economist)

What’s Happening to Bonds and Why? (El-Erian/Pimco) 

Lehman Brothers collapse, five years on: ‘We had almost no control’ (The Guardian)

Fed Taper? Debt Ceiling? No Worries, Says Goldman Sachs (WSJ)

The 20 Smartest Things Jeff Bezos Has Ever Said (Morgan House)

Five Years after Market Crash, U.S. Economy Seen as ‘No More Secure’ (Pew Research)

Fund flows banner S&P 500 week sets scene for equity ETF gains (Lipper)

Medicare costs vary considerably; here’s spending by state (Conversable Economist)

Have Sports Teams Brought Down America’s Schools (New Yorker) 

The charts below are courtesy of CoreLogic (ht the WonkBlog), The Economist and Morgan Stanley.

The Economist ran a chart the other day showing how income levels change in recoveries. The Post’s WonkBlog notes there are still 7.1 million American homeowners who are underwater on their mortgage — that is, they owe more than their home is worth. This number has started to come down for the first time this year as home prices rise nationwide, but that was after years of little progress. In Nevada, 36 percent of homeowners still have negative equity. The Morgan Stanley chart shows investors dumping emerging market bonds in recent months. As Quartz notes, this makes it tougher to finance growth in these countries.


underwater homs !!! core logic ht WB


change in income - past downturns ECON!!!

investors dump EM bonds MS !!!




Author: Kevin Lane

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