Asset Management & Market Research

Thursday 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:

How activist shareholders turned from villains into heroes (The Economist)

Soros betting against stocks? Not likely (CNNMoney)

Will China shake the world again? (BBC News)

Is China at Risk of a Debt Crisis? Not Really (Real Time Economics – WSJ)

Einhorn Says Don’t Be Fooled as Companies Beat Estimates (Bloomberg)

The taper worked! And other takeaways from the Fed minutes (WonkBlog)

The FCC has a plan to save net neutrality, but no one likes it (The Verge)

China just sold almost $50 billion in US Treasuries – but don’t panic just yet (Quartz)

Emerging Markets: Tailspin or Turbulence? (Project Syndicate)

The Power of Mapping (The Atlantic)

The charts below are courtesy of Abnormal Returns and The Short Side of Long. They are self-explanatory.


short side of long feb 20

Author: Kevin Lane

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