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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

The Fed has released interactive charts on where long-term Fed policy rates should be (or r*). There are also a range of papers that look at how the Fed could have conducted policy differently through the crisis (target money not interest rates), some techniques on discerning the impact of Fed policy on the economy and the conditions needs for hyperinflation. Meanwhile, Robert Shiller is worried about a huge US housing boom, Thomas Piketty is worried that Macron has catered too much to the rich and Jeremy Grantham is worried about climate change. There are a bunch of papers on equity […]

The best romantic restaurants in London https://ift.tt/2QO6HHT Gaucho Piccadilly Argentina: home of the foxiest tango, sexiest malbecs and inspiration behind W1’s best-looking steak-and-date house, Guacho Piccadilly. The flagship property of a group that’s made giant strides in recent years, it takes its name from the famous cowboys of the pampas plains, and if you’ve finally outgrown your own lonesome lifestyle it’s a fine place to make an impression. Beyond the extensive list of starters, the rump (sorry – we don’t recommend stealing our jokes) of the à la carte menu is deceptively straightforward: simply four cuts of grass-fed Argentine Angus […]

The most quirky restaurants in London https://ift.tt/2B1QPtz What’s quirky about it? Colourful but socially divisive (remember those protests?), this East End café serves hundreds of breakfast cereals from all over the world at snap, crackle and pop prices. Milk upgrades include flavours such as bubblegum and salted caramel (as well as nut-based options), and you can pay extra to top the lot with chocolates and sweets. Don’t miss: Crazy cereal mocktails such as ‘unicorn poop’ (Ricicles, party rings, marshmallows, hundreds and thousands, semi-skimmed milk). How much? Medium bowls of cereal from £3.60, breakfast tea £1.90. Publish via Time Out London December 11, […]

The most quirky restaurants in London https://ift.tt/2B1QPtz What’s quirky about it? Colourful but socially divisive (remember those protests?), this East End café serves hundreds of breakfast cereals from all over the world at snap, crackle and pop prices. Milk upgrades include flavours such as bubblegum and salted caramel (as well as nut-based options), and you can pay extra to top the lot with chocolates and sweets. Don’t miss: Crazy cereal mocktails such as ‘unicorn poop’ (Ricicles, party rings, marshmallows, hundreds and thousands, semi-skimmed milk). How much? Medium bowls of cereal from £3.60, breakfast tea £1.90. Publish via Time Out London December 11, […]

Best places to go ice-skating in Tokyo and Yokohama https://ift.tt/2RM67HQ Winter’s no excuse to stay inside. In fact, when the cold starts to creep through the wafer-thin walls and shoddy window frames of Tokyo houses and apartments, rather than trying to hide under a mountain of blankets, one might actually be better off engaging in some healthy outdoor activities. Ice skating’s obviously something best experienced out in the open, and quality rinks have been popping up all around the city in recent years. Here’s our quick guide to the best skating spots out there, including both winter-only rinks and year-round, […]

The Best Sushi Bars In London https://ift.tt/2AHNeQv Sticks ‘n’ Sushi To celebrate Japan’s greatest culinary export, we offer the lowdown on the what, where and why of London’s greatest sushi bars. Sushi bars and sushi specialists Atari-Ya Reputable suppliers of fresh fish and essential cooking ingredients to restaurants all over the capital, you can come directly to the source by sampling the goods at Atari-Ya. Its selection is extensive, with lesser-known delicacies you won’t find in the mainstream — uni (sea urchin), Botan Ebi (spot prawn) and engawa (turbot fin) to name a few. Also, natto (fermented soy beans) fans […]

Analysis | Sorry, your favorite ‘space’ movie is not actually a space movie https://ift.tt/2RQtSPy This is not a scene from a movie but rather the Japanese HTV-6 cargo vehicle during final approach to the International Space Station. (NASA/AFP) (HO/AFP/Getty Images) Thanks to “First Man,” the Damien Chazelle film starring Ryan Gosling as Neil Armstrong that was released Friday, we have yet another space movie. People love space movies. There’s something about watching humans struggle in the unforgiving, mysterious and undiscovered realms of the universe that satiates a particular craving. But what, exactly, makes a movie a space movie? Is it […]