Thursday reads & daily charts ….

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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:

Dalio’s Bridgewater Associates Posts Lackluster Returns (Dealbook/NYT)

5 moves to survive the 2014 bond meltdown (MSN Money)

2014’s Top 10 Political Risks (Bremmer/Reuters)

Niall Ferguson: 7 questions for a global economy that should recover slowly (Project Syndicate)

Is Microsoft a sinking ship without a captain? (Yahoo Finance)

Top VCs Predict Where They’ll Invest Their Money In 2014 (Forbes)

Great new for Obamacare – Americans are bored with it (Washington Post)

Hilsenrath Analysis: Fed Minutes May Show Amicable Taper Decision (WSJ)

The Next Civil Rights Issue: Why Women Aren’t Welcome on the Internet (Pacific Standard)

The charts below are courtesy of Nuveen Asset Management (ht MarketWatch), the Washington Post (see reads above) and the WSJ.

Bob Doll of Nuveen offered the chart below in his market predictions for 2014 (in yesterday’s reads). It shows that over a 20-year period through 2011, the average investor only averaged a meager 2.1% annualized return – a fraction of the 10.9% that the best asset class provided (REITs).

20 yr returns through 2011 by asset class Bob Doll Jan 9

 

obamacare-mentions 1

 

The median forecast of economists included in the Dow Jones Newswires survey now calls for a 200,000 increase in December payrolls, up from a 191,000 advance initially expected. The Labor Department will release its December employment report Friday morning. Nonfarm payrolls increased by 203,0000 jobs in November.

nfarm payrolls jan 9

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