Asset Management & Market Research

Monday 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:

On the sequester, the American people ‘moved the goalposts’ (Klein/Washington Post)

MLPs, American Express, P&G: Long-Term Value Thinking Enriches Investors (Forbes)

Investors Rediscover Risk-Taking Abroad (NYT)

Pinocchio Investors: How Investors Lie to Themselves (The Big Picture)

Why One Star Money Manager Dumped Apple Stock (Bloomberg BusinessWeek)

The Greatest Trades In Wall Street History (Business Insider)

Muddy Waters Secret China Weapon Is on SEC Website (Bloomberg)

Cable Companies Won’t Allow That Rumored Apple TV Settop Box (Forbes)

Helicopter Money (Vox)

Patron of Siena Stumbles (NYT)


The first chart below is courtesy of the Washington Post’s Wonk Blog, and shows the results of a Pew Survey conducted last week.

pew-spending-cuts (1) Wonk Blog POST !!!!

feb24_abenomics1 Global Macro Mon

Author: Kevin Lane

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