June 30, 2017

Worthy Insights / Opinion Pieces / Advice

Economist – Buttonwood: Fund managers rarely outperform the market for long 6/24

Markets / Economy

Economist –  Investors in aircraft should get set for turbulence 6/22

  • “Airliners could be the world’s next big asset bubble.”

WSJ – Central Banks Give Sleepy Markets a Wake-Up Call – Richard Barley 6/28

  • Essentially, tightening conditions are coming our way.

Environment / Science

NYT – As Climate Changes, Southern States Will Suffer More Than Others – Brad Plumer and Nadja Popovich 6/29

  • “In a new study in the journal Science, researchers analyzed the economic harm that climate change could inflict on the United States in the coming century. They found that the impacts could prove highly unequal: states in the Northeast and West would fare relatively well, while parts of the Midwest and Southeast would be especially hard hit.”

China

WSJ – Daily Shot: Credit Suisse – Bank Lending to RE Developers (China) 6/29

WSJ – Daily Shot: Moody’s & Danske Bank – Wealth Management Product Investment Exposure 6/29

FT – Hong Kong since the handover in charts – Ben Bland and Jane Pong 6/28

Middle East

Economist – A shake-up in Riyadh: The tasks facing the new Saudi crown prince 6/22

South America

WSJ – Chopper Flight Leaves Venezuelans Mystified – Anatoly Kurmanaev and Kejal Vyas 6/28

  • The helicopter attack on the capital seems a bit fishy (grenades were dropped – but none exploding, no one was injured from the shots, and there was no resistance for more than half an hour)… but nonetheless, President Maduro has used the attack as a reason to establish marshal law.

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