Good Reading

July 3, 2015

Quoted

 

"Economic and company fundamentals in the U.S. are fine today, and asset prices -- while full -- don't seem to be at bubble levels. But when undemanding capital markets and a low level of risk aversion combine to encourage investors to engage in risky practices,...

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...

November 25, 2014

Facts and Figures

 

  • A net worth of $3,650 puts you in the wealthiest half of the world's citizens, and $77,000 qualifies you for the top 10 percent. Anything above $800,000 puts you in the top 1 percent of the world. (Source: Credit Suisse)

  • October 24th marked t...

August 15, 2014

Facts and Figures

 

  • 76% of American adults lack confidence that their children's generation will have a better life than they do. (Source: WSJ/NBC poll)

    • For a counterpoint, see "What Today's Economic Gloomsayer's Are Missing" (also below)

 

Books

 

  • "B...

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...

December 6, 2013

As in recent years, this last edition of the year will feature some "bonus" materials. I hope you find something useful, and here's wishing you a great end to 2013 and an even better 2014. - Phil

 

Miscellaneous

  • Reading List -- My updated list of the best books and ar...

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...

September 24, 2013

Quoted

 

"I believe that the root cause of every financial crisis, the root cause, is flawed government policies." Hank Paulson, August 2013

 

Facts & Figures

  • Fewer than 1/3 of the companies in the Nasdaq 100 in January 2001 remain in the index today. (Source: Goldman S...

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...

January 22, 2013

 

 

Facts and Figures

  • Updating a prior figure, the 100-year bond issued by Mexico in 2010 was recently yielding 4.5%, down from 6.1% at issue. (Mexico has defaulted three times in the past century, but this bond has been a winner so far!)

  

Link

  • "U.S. S...

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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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