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10 Biggest Ideas in “How NOT to Invest”

Barry Ritholtz

The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. Bad Numbers : 4. Consider direct indexing to reduce capital gains and reduce concentrated positions. It is March 18th!

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Asia’s Giants Push Deeper Into Latin America

Global Finance

With US investment in Latin America shrinking, China and India are seizing the opportunity to expand their economic reach in the region. billion total, according to the UN Economic Commission for Latin America and the Caribbean. billion) in acquisitions and operations across Brazil, where half of its operations are now concentrated.

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10 Weekend Reads

Barry Ritholtz

Wall Street Journal ) 200 Years of Market Concentration : Is this trend an anomaly or part of an ongoing pattern in the stock market? To answer this question, we have collected data on the concentration of the US stock market over the past 235 years, from 1790 until the present. Its made by a company youve never heard of.

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Sovereign Ratings, Default Risk and Markets: The Moody's Downgrade Aftermath!

Musings on Markets

BoC/BoE Sovereign Default Database While the number of sovereign defaults has ebbed and flowed over time, there are two points worth making about the data. The consequences of sovereign default have been both economic and political. and 2%, but the bulk of the decline is in the first year after the default and seems to be short lived.

Marketing 116
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Weekly Initial Claims for Unemployment Benefits Ticked Up but Remain Very Low – AIER

CFO News Room

The number of ongoing claims for state unemployment programs totaled 1.960 million for the week ending November 27, a rise of 403,147 from the prior week (see second chart). The gain was concentrated in the Pandemic Unemployment Assistance program and the Pandemic Emergency UC program, which accounted for 93,338 of the 107,674.

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China: House Divided | AIER

CFO News Room

There have been claims that China’s enormous economic growth and widely shared prosperity are the result of turning to capitalism. I have come to think of it in terms of concentric circles, each smaller than, and fully contained in, the larger category. I think this is not true; China is not capitalist.

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Promises Not Kept – AIER

CFO News Room

As is always the case, a certain number of ineligible companies— many of them publicly traded — got large loans approved before many other firms could even get access to a bank in order to apply. Adam Millsap makes that same point about state and local economic development programs for instance. Source link.

Economics 130