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:

Why China’s Economy Might Tumble (Financial Times)

A Man In The Mirror (Bill Gross/Advisor Perspectives)

Hanky Panky By Hedge Funds Is No Secret (Institutional Investor)

What happened to the Internet productivity miracle? (New Yorker)

AAII: Cash Allocations at a 16-Month High (The Big Picture)

A Brief History of the ETF (Jack Bogle/money&markets)

Will This Be the Year of the Actively Managed ETF? (Institutional Investor)

Has Tesla made electric cars affordable? Not exactly (WonkBlog)

Stockton Ruling Makes Public Employees a Protected Class (Bloomberg)

Asia’s Resource Scramble (Project Syndicate)

The first mobile phone call was made 40 years ago today (Quartz)

The fist chart below, courtesy of the WSJ, which made the following observation: The most widely followed private job report comes from payroll processor ADP, which reported yesterday that the private sector added 158,000 jobs in March – less than the 192,000 expected by economists. ADP, however, has had big misses compared to the initial Labor Department payroll number. Since its methodology was changed late last year, the average absolute miss has been 35,000. The Labor Department reports March payrolls Friday AM.


adp vs labor  (2) dept payrolls apr 3




Author: Kevin Lane

See all posts by Kevin Lane (1818)

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