Good Reading

May 22, 2015

Sorry for all the Buffett material, some of which may be old hat by now -- but the 50th anniversary is a special occasion. Hope everyone is doing well. 

 

-- Phil

 

 

Books

 

  • "Dealing with China: An Insider Unmasks the New Economic Superpower" -- Hank Paulson's new book i...

April 17, 2015

I'll be in Omaha as usual for the Berkshire meeting. If anyone would like to meet up just send me an email -- we've had a good group in years past and all are welcome. 

 

- Phil

 

 

 

Facts and Figures

  • The value of the world's equities markets passed $70 trillion for the...

June 28, 2014

Facts and Figures

 

  • China has used more cement in the last three years than the U.S. used in the entire 20th century. (Source:Vaclav Smil via Bill Gates; the book from which this figure is taken also looks very interesting.)

  • There are more 23 year-olds in Americ...

February 16, 2014

Quoted

"The world has never seen the likes of China’s credit frenzy. From year-end 2008 through the third quarter of 2013, assets on the balance sheets of Chinese banks grew by $15.1 trillion to $24.3 trillion. That growth in assets is greater than today’s $14.6 trillio...

November 5, 2013

Facts and Figures

  • U.S.-listed ETFs went from 113 in 2002 to 1,194 in 2012 

  • U.S.-listed stocks went from 5,685 in 2002 to 4,102 in 2012 

    • Sources: ICI, World Bank, Horizon Kinetics

  • After-tax corporate profits hit 10.9% of GDP for the 12 mon...

July 18, 2013

I hope everyone is having a good summer. Always feel free to send me an email with suggestions or feedback on this reading. Hope you enjoy it. -- Phil

 

Facts and Figures

  • As of early July, NYSE margin debt is up 65% in 2013 to a record $384 billion, topping the prior...

August 3, 2012

Facts and Figures

  • The 100 largest U.S. corporate pensions have an aggregate funding deficit of $486bn, an increase of $186bn in the quarter ended June 30, 2012. And discount rates are still too high... (Source: Milliman Inc.). 

    • Ford's pension plan has 80% of...

June 1, 2012


Facts and Figures

  • More than half of the companies in the S&P 500 have a higher yield than the 10-year U.S. Treasury. There are 271 stocks with a higher yield, 126 stocks with a lower yield, and 103 stocks not paying a dividend. (Note: data as of May 21 stock prices...

May 4, 2012

Sorry for another email so soon, but there has been a deluge of good stuff recently and I wanted to get this out before it got any bigger. I promise no more until June. 

Safe travels to everyone going to Omaha. 


Facts and Figures

  • According to the February Case-Sh...

November 18, 2011

Quoted

"I think the future of equities will be roughly the same as their past; in particular, common-stock purchases will prove satisfactory when made at appropriate price levels. It may be objected that it is far too cursory and superficial a conclusion; that it fail...

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About "Good Reading"

 

This is a collection of books, articles and other "good reading" I've found. Most of it relates to investing but there is plenty of general interest stuff too. For broken or missing links and attachments please email me. 

 

Nothing here should be construed as an endorsement of any kind and this is not a solicitation to buy or sell securities. Please see the full disclaimer

 

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