media

Interesting and under the radar media on finance, economics, politics and society

Interesting and under the radar media on finance, economics, politics and society

Interesting and under the radar media on finance, economics, politics and society

Morgan Stanley highlights its ten most thought-provoking ideas for Technology, Media & Telco sectors.

Interesting and under the radar media on finance, economics, politics and society

Interesting and under the radar media on finance, economics, politics and society

Interesting and under the radar media on finance, economics, politics and society

Top 5 ArticlesUS inflation has likely passed the peak, but there’s good news and bad news for where it might level out at. Private charity is more ethical and...

Top 6 Articles High frequency indicators across employment and consumer spending still point to the US economy being strong with inflation expected to remain high. ...

Top 8 ArticlesThe Federal Reserve bears some responsibility for the current economic problems because it was too loose in the past, not because it is normalising...

Top 6 ArticlesOne in six US homes is in arrears on their utility bills and 40% of American small businesses don’t pay their rent on time.Joe Biden’s college loan...

Top 5 ArticlesCEOs and Boards love “stakeholder capitalism” because woke values are easier to achieve than profits. In pricey Los Angeles, one business is building...

Top 5 ArticlesSix things that could drive markets higher amidst the current bearishness. By one measure, Australia’s property prices have just surpassed Japan’s at...

Top 5 ArticlesAllianz will repay investors in its collapsed structured alpha funds over $5 billion after having admitted they lied about the modelled performance of...

My top five articles across the month are: Reliance Industries has outfoxed Amazon by taking employees and store leases from a nearly bankrupt Indian retailer. Supply...

Top 5 ArticlesWhilst American politicians love to talk about bringing drug prices down, Mark Cuban is starting a business that will actually deliver it.Seven weeks ago...

Top 5 Articles15% of S&P 500 companies have a price to sales ratio over 10, more than double the peak in 2000.A study found that fund manager experience correlates...

Top 5 ArticlesThe US government is penalising savers with the largest negative real bonds yields in 40 years. In 1982, Kuwait had the third largest stock market in the...

In this wire, I take a look at investor psychology (why, for example, we’re at that stage of the cycle where amateur investors see lucky idiots making huge returns and...

Top 5 ArticlesHow Evergrande’s financial problems could spill over into banks, insurers and the Chinese stock market. Tesla has the same market capitalisation as the...