Threats, Risks, Feuds and Forecasts
(Bloomberg View) -- Start your week off bigly with our 4.3 percent unemployment rate morning train reads:
- Top Risks 2017: No. 1 is an “Independent America” (Eurasia Group)
- Do Optimists or Pessimists Manage Their Money Better? (Yahoo Finance)
- A Disciplined Hand Defies the Urge to Cut Losses: Wesley Gray's Alpha Architect is an upstart active investment manager that tripled its assets last year (Wall Street Journal)
- The Incredible Shrinking Consumer: The Surprising Threat to the American Economy (Barron's)
- Trump Can't Stop Corporate America From Fighting Climate Change (Slate) but see The Paris Catastrophe (New York Review of Books)
- Where are all the space hotels? Why smart people make terrible forecasts. (Christian Science Monitor)
- The ultra-rich are hiding way more money overseas than anyone realized (Wonkblog)
- The Radial Tire Lesson for Silicon Valley (Wall Street Journal)
- #Fakenews: Sorry, a Time Magazine Cover Did Not Predict a Coming Ice Age (Time)
- I'm Just Here For The Rihanna-Kevin Durant Feud (Deadspin)
Be sure to check out our Masters in Business interview with William Sharpe, winner of the Nobel Memorial Prize in Economic Sciences and creator of the capital asset pricing model and the Sharpe ratio, a method for calculating risk-adjusted return.
MLB hitters bombing more home runs than steroid era
Source: Washington Post
Want to receive our daily reads in your inbox? Sign up here!
This column does not necessarily reflect the opinion of the editorial board or Bloomberg LP and its owners.
Barry Ritholtz is a Bloomberg View columnist. He founded Ritholtz Wealth Management and was chief executive and director of equity research at FusionIQ, a quantitative research firm. He blogs at the Big Picture and is the author of “Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy.”
To contact the author of this story: Barry Ritholtz at britholtz3@bloomberg.net.
To contact the editor responsible for this story: Brooke Sample at bsample1@bloomberg.net.
For more columns from Bloomberg View, visit http://www.bloomberg.com/view.
-
Navigating Energy Crossroads: S Jaishankar's Call For Diversified Supply Chains At G20 Ministerial Meeting
As geopolitical fault lines continue to test maritime trade routes and commodity flows, Jaishankar's message remains pertinent: true economic resilience requires open markets, protected transit lines, and a genuine commitment to multilateral cooperation rather than coercion.
-
Indians Are Travelling, But Not Every Journey Is A Holiday | The Week In Whys
Pilgrims, patients and working women are the real travellers, and the system hasn't quite caught up with them.
-
Getting To Work Costs Women More | The Reason Why
It is not just about women paying more than men. It is about women paying much more in cities than in villages.
-
AI Bias In Investing Cannot Be Eliminated, But It Can Be Governed
Framing is a particularly important example as identical financial information presented in terms of gains rather than losses can lead an LLM to reach a different assessment.
-
Joining The Dots | Dark Skies, Steady Diya: Why Hope Holds This Diwali
With war, a weak rupee and foreign outflows weighing on sentiment, policymakers at the NDTV World Summit and market veterans at NDTV Profit Ignite: Diwali Edition offered the same advice: stay invested and filter out the noise.
-
The Curious Case of Equitas Small Finance Bank And A CEO Who Quit For Stock
PN Vasudevan believes persistent investor concerns over a perceived conflict of interest had become a governance overhang on Equitas Small Finance Bank's stock, even as the lender improved profitability and asset quality.
-
Talking Points This Week: AI Cash Burn, A Tiger Comeback And An India That Still Finds Its Own Path
India is not immune to higher oil or tighter global liquidity, yet its earnings base is broader, its domestic policy levers are still available.
-
Foreign Investors Own Half Of HDFC Bank and ICICI Bank. An LTCG Cut Could Matter Most Here
Foreign portfolio investors have US$115 billion parked in HDFC Bank, ICICI Bank. If the government cuts long-term capital gains tax, Jefferies says returning foreign money could land here first.
-
'Never Seen This Level Of Negativity': Sandeep Tandon Says The Next Rally May Be Closer Than You Think
Veteran investor Sandeep Tandon says foreign selling is easing, large-caps are due a comeback and mid-caps are crowded, while he turns positive on gold, power and pharma this Diwali.
