This week’s curated list features some good articles on the dynamics of inflation-less strong labour markets such as helping poorer people more than rich people. Then there’s an interesting article on how temperature affects economic growth – it seems like cooler climates are optimal. On the markets side, a good piece on how positive corporate bond returns are due their embedded optionality, the noise of ETF rebalancings and the lack of contagion after the ECB’s OMT operation. On the politics front, we have articles on how being anti-China is the common stance amongst populist right-wing parties around the world, Piketty […]
In this curated list, we have some proposals for carbon taxes and climate tariffs, we learn the scale of medical costs over lifetimes and get a primer on socialism. On the policy front, how Fed monetary policy works (or not), how EM should use FX policy and China’s credit arsenal. On the less obvious side, how invesment is double-counted in GDP, the weakness of live investment track records and a leading US economist you haven’t heard of.
In my latest curated list of macro articles, we find of how monetary policy fuels inequality, weak housing markets stop new firm formation and some better inflation forecasting models. On markets, some clever ways of looking at equity volatility to forecast equity returns, how Asian credit markets have further to grow and estimates of much US real rates have been weighed down by central bank buying. On the lighter side, we have some charts on tech unicorns, some stats on US labour markets you didn’t know and how to use satellites to map retail sales. Enjoy!
I watched Avengers Endgame last weekend. I loved it. There’s a ton of links on articles on every aspect of the movie at the bottom of this page. Outside of that, today’s curated list includes life advice from the Stoics, how our memory works and the best way to date (for enduring relationships). On the health front, how to eat healthily at airports, dehydration issues and the benefits of dancing. In tech, Google will allow you to auto-delete history, some musings on Tesla and Microsoft and deflating the hype around the singularity. Enjoy!
This week’s curated list brings you some macro articles on how less competitive housing markets are leading to less housing supply, the Fed is struggling to control interest rates and Trump tax cuts did help US growth. On markets, we have good pieces on the new fee structure of hedge funds, what could challenge the dollar’s dominance and how to trade liquidity risk. On politics: how demographics are undermining party policies, does democracy help growth and China’s impact on Africa.
My curated list is longer than usual as I missed a few weeks, but it’s worth the wait. On health, how carbs are helpful, fixing hip pains and our brains are shrinking. On personal life matters, some tips on how to have enduring relationships, allowing your kids to take risks and how to be a force for good in social networks. On society, how to live “zero waste”, the challenge for self-driving cars and the infiltration of surveillance tech in our lives. On the lighter side, Punjabi-Mexican cuisine, Avenger clips to see before Endgame, and Freddy Mercury as you’ve never […]
This week, I have a bunch of good investor articles on why stock markets don’t follow economic growth, how tech unicorns are bubbles and the behavioural and modelling challenges of investing, . On the macro side, why it’s the service sector cycle, not manufacturing, that really matters, using weather data to measure consumption and will inflation accelerate. Some gems of articles as well; like one on who actually owns China’s Huawei and what does an electric car replace. Finally, a fun article on what the Democrat presidential candidates’ websites tell us about them. How China’s ban on plastic waste imports became […]
There’s a swathe of articles on how to fix capitalism from taxing global companies to improving US-China relations. On markets, some good papers on how equities could give better growth signals than the yield curve, the challenges in A-rated credits and tips from top investors. On macro, a paper on how patent law is making industries less competitive, estimating true Chinese growth and how the Tories are losing touch with economic policy. Family Offices Love Alts
On policy, we find US labour taxes are amongst the highest in the world if you include medical costs, US roads are falling apart, but the robots are rising and IMF needs to be reformed. On growth, avoiding the Japan trap, why trade tariffs are bad and the issue with minimum wages. On markets, credit ratings and structure finance, and how the end of fossil fuels will hurt markets. Finally check out the new 50 cent coin in Australia at the bottom.
Some good office-related articles from email tips to whether feedback works. On social interactions, how to compliment women, greet in Japan and how relationships have changed since the 1970s. I have some great city guides for New York, London, Hong Kong and Singapore. On the tech side, how Teslas can be hacked, how much internet traffic Youtube consumes and soft robots. Plus some great fun pieces at the bottom. Enjoy. The Moment The Matrix Changed Everything Writer remincesnce on the impact the movie had on him.