Weekend Reading 30-31 March - 1) Inverted Yield Curve, 2) New York Sues, 3) Hedge Funds are Impotent as Activists, 4) What's Up and Down with Households

Weekend Reading 30-31 March - 1) Inverted Yield Curve, 2) New York Sues, 3) Hedge Funds are Impotent as Activists, 4) What's Up and Down with Households

https://www.ai-cio.com/news/inverted-yield-curve-puzzle-higher-short-term-yields/

https://www.nytimes.com/2019/03/28/health/new-york-lawsuit-opioids-sacklers-distributors.html?action=click&module=Top%20Stories&pgtype=Homepage

https://www.institutionalinvestor.com/article/b1dqy0m9f453rz/Hedge-Funds-Are-Impotent-as-Activists

https://www.rba.gov.au/speeches/2019/sp-ag-2019-03-26.html

Why investors shouldn't panic over the yield curve inversion

Why investors shouldn't panic over the yield curve inversion

https://www.morningstar.com.au/credit/article/why-investors-shouldnt-panic-over-the-yield-c/182829

Addiction to Short-termism

Addiction to Short-termism

https://www.smh.com.au/business/banking-and-finance/giving-up-a-serious-addiction-to-short-termism-is-hard-to-kick-20190326-p517rv.html

Cradle to Grave Provisions in Funds

Cradle to Grave Provisions in Funds

https://www.forbes.com/sites/edwardsiedle/2019/03/25/draconian-cradle-to-grave-provisions-in-private-equity-real-estate-funds-common/#55d1f3244661

Why Greek, Italian & Cypriot banks can go to the wall, but German ones can't

Why Greek, Italian & Cypriot banks can go to the wall, but German ones can't

https://blogs.spectator.co.uk/2019/03/why-greek-italians-and-cypriot-banks-can-go-the-wall-but-german-ones-cant/

Weekend Posts 23-24 March 2018 - 1) Morrison & Waleed Aly, 2) Rate Cuts and Housing, 3) 14 years of returns, 4) Property Debt and Financial Stability

Weekend Posts 23-24 March 2018 - 1) Morrison & Waleed Aly, 2) Rate Cuts and Housing, 3) 14 years of returns, 4) Property Debt and Financial Stability

https://www.abc.net.au/news/2019-03-21/scott-morrison-attacks-waleed-aly-editorial/10927226

https://www.investordaily.com.au/markets/44645-rate-cuts-won-t-stimulate-housing-says-oliver

https://www.schroders.com/en/uk/private-investor/insights/markets/14-years-of-returns-historys-lesson-for-investors/

https://www.rba.gov.au/speeches/2019/sp-ag-2019-03-20.html

Top Super Fund buys stocks as others run for exit

Top Super Fund buys stocks as others run for exit

https://www.smh.com.au/business/markets/why-australia-s-top-super-fund-buys-stocks-as-others-run-for-the-exit-20190321-p5161w.html

CBA's wealth management business

CBA's wealth management business

https://www.investordaily.com.au/markets/44627-cba-could-retain-wealth-business-morningstar

1) Manulife and 2) McKinsey

1) Manulife and 2) McKinsey

https://www.institutionalinvestor.com/article/b1dlh6mw14m3w2/Manulife-Prevails-in-Trojan-Horse-Case

https://www.institutionalinvestor.com/article/b1dldlnb6wvx7f/The-Man-Who-Would-Take-Down-McKinsey

Free public transport

Free public transport

https://www.abc.net.au/news/2019-03-18/free-public-transport-do-promises-stack-up/10893288

Weekend Posts 16-17 Mar 2019 - 1) Model of Australian Housing Market, 2) Paying Bribes for College, 3) The Illiquidity Premium, 4) Greece Economy

Weekend Posts 16-17 Mar 2019 - 1) Model of Australian Housing Market, 2) Paying Bribes for College, 3) The Illiquidity Premium, 4) Greece Economy

https://www.rba.gov.au/publications/rdp/2019/2019-01.html

https://www.nytimes.com/2019/03/14/business/dealbook/college-admissions-bribes.html

https://www.institutionalinvestor.com/article/b1djrftdxwhc3v/Is-the-Illiquidity-Premium-a-Myth

https://www.imf.org/en/News/Articles/2019/03/11/na031119-greece-economy-improves-key-reforms-still-needed

How does Yale do it?

How does Yale do it?

https://www.ai-cio.com/news/how-does-yale-do-it-by-being-different/

Backflip on Mortgage Brokers

Backflip on Mortgage Brokers

https://www.morningstar.com.au/Stocks/article/coalition-backflip-on-mortgage-broker-changes/182152

https://www.abc.net.au/news/2019-03-12/government-backs-away-from-mortgage-commission-ban/10894228?section=business

Choose Wisdom over Greed - and Win

Choose Wisdom over Greed  - and Win

https://www.forbes.com/sites/petergeorgescu/2019/02/20/choose-wisdom-over-greed-and-win/#32e05ecc6791

Central Bankers

Central Bankers

https://www.abc.net.au/news/2019-03-11/global-economy-blew-up-interest-rates-reserve-bank/10887958?section=business

Weekend Posts 9-10 Mar 2019 - 1) GDP Slowdown?, 2) Share Buybacks, 3) 10 Yrs since GFC - Research, 4) Houses and the Economy

Weekend Posts 9-10 Mar 2019 - 1) GDP Slowdown?, 2) Share Buybacks, 3) 10 Yrs since GFC - Research, 4) Houses and the Economy

https://www.abc.net.au/news/2019-03-07/gdp-slowdown-a-cause-for-concern-westpac-bill-evans/10878764?section=business

https://www.institutionalinvestor.com/article/b1dfj9g9mfnqxb/Share-Buybacks-May-Be-Bad-Just-Not-for-the-Reasons-You-Think

https://www.rba.gov.au/speeches/2019/sp-so-2019-03-07.html

https://www.rba.gov.au/speeches/2019/sp-gov-2019-03-06.html

Australia GDP Q4 2018

Australia GDP Q4 2018

https://westpaciq.westpac.com.au/Article/37444

Cold War 2.0

Cold War 2.0

https://www.abc.net.au/news/2019-03-06/us-and-china-locked-in-cold-war-2.0-historian-says/10873254

Coca-Cola Shares

Coca-Cola Shares

https://edition.cnn.com/2019/03/04/investing/coca-cola-coke-stock-pepsi/index.html

Households' Living Standards are Falling

Households' Living Standards are Falling

https://www.abc.net.au/news/2019-03-03/households-living-standards-drop-on-gdp-per-capita-recession/10858812?section=business

Weekend Posts 2-3 Mar 2019 - 1) Dividends, 2) Ray Dalio on Economy, 3) Ken Griffin, 4) Weekend Sleep

Weekend Posts 2-3 Mar 2019 - 1) Dividends, 2) Ray Dalio on Economy, 3) Ken Griffin, 4) Weekend Sleep

https://www.ampcapital.com/au/en/insights-hub/articles/2019/february/why-i-still-love-dividends-and-you-should-love-them-too

https://www.institutionalinvestor.com/article/b1dbh4nfjrmfp7/Ray-Dalio-Slashes-Recession-Forecast

https://www.ai-cio.com/news/ken-griffin-mightiest-companies-will-go-spoils/

https://edition.cnn.com/2019/02/28/health/weekend-sleep-weight-gain-study/?utm_medium=sundayedition.20190303.421.2&utm_source=email&utm_content=article&utm_campaign=10-for-today---4.0-styling