Daily Archive: May 7, 2013

May
07

Forecasts Are Not Analysis; They are opinion

May
07

10 Tuesday PM Reads

My afternoon train reads:

• Seven Myths about Keynesian Economics (The Fiscal Times) see also Keynes’s Biggest Mistake (Economix)
• NYSE Margin Debt Raises Eyebrows (Moneybeat)
• Valuation: Forward P/E of the S&P 500 rising  (Dr.Ed’s Blog)
• Is Soros shorting the dollar? (Sydney Morning Herald) see also The Cost of (Equity) Capital (Baseline Scenario)
• Reinhart-Rogoff’s Lesson for Economists (Bloomberg)
• The Apprentices of a Digital Age (NYT)
• Heritage vs. Heritage: Major Immigration Report Released Today Directly Contradicts Its 2006 Study (Think Progress)
• Nate Silver: Confidence Kills Predictions (Farnam Street)
• Easing Brain Fatigue With a Walk in the Park (NYT)
• Thank You for Not Sharing (WSJ)

What are you reading?

May
07

The Forgotten Dividend Payers: Mid- & Small-Caps

Click to enlarge
Chart

May
07

10 Tuesday AM Reads

My morning reads:

• Just How Good is Warren Buffett Anyway? (The Reformed Broker) see also Wrap Up: The Berkshire Hathaway Annual Meeting, 2013 Edition (Jeff Matthews Is Not Making This Up)
• Rewarding CEOs for Share Buybacks (Crossing Wall Street)
• What the Danish negative rate experience tells us (FT Alphaville)
• Cheap ‘Junk’ Leads to Expensive Mistakes (Moneybeat)
• Less Is More: Rogue Economists Champion Prosperity without Growth (Spiegel)
• Most data isn’t “big,” and businesses are wasting money pretending it is (Quartz)
• Conservative leaders slam Heritage for shoddy immmigration study (Washington Post)
• If you get a PhD, get an economics PhD (Noahpinion)
• Disruptions: New Motto for Silicon Valley: First Security, Then Innovation (NYT)
• Jony Ive is not a Graphic Designer (stratechery)

What are you reading?

May
07

Revisiting Reflexivity: Contextualizing Cause & Effect

Fed vs S&P
Source: Doubleline, ZeroHedge

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