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The best content, commentary and analysis selected from the web on a wide range of financial topics.
An invaluable tool for capturing themes, tracking strategies and developing tactics.



Half of oil burnable in 2000-2050 to keep us within 2 degrees warming has been used up as we hit 400 ppm

May 21st, 2013
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We have a race between peak oil and global warming. Symptoms of these complex processes pop up every now and then.

GMAMX: Goldman Sach’s Muppet Fund of Funds

May 21st, 2013
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In our day job, we have a Fiduciary relationship with our clients. A Fiduciary has a legal obligation where all actions are performed for the benefit of the client. It is a much higher standard than the typical “Suitability” standard, which essentially says you cannot sell Facebook IPO shares to grandma. We sit on the same side of the table as our investors, as opposed to adversaries looking to “monetize” clients. So you can imagine our amusement when the prospectus for this fund made its way to our attention yesterday:

Warrior Writers

May 21st, 2013
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How can reporting on energy, presented as opportunity or catastrophic risk, compete against grumpy cat memes and economic woes? Is there a secret to breaking through the flood of information to make a meaningful impression on the public?

The Job Market of 2045

May 21st, 2013
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What will we do when machines do all the work? Source: The Job Market of 2045 What will we do when machines do all the work?

The Credit Bubble and the Calm Before the Volatility Storm

May 21st, 2013
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The developed world remains mired in the debt crisis that roiled the global economy in 2008. Growth is low, and deleveraging is an ongoing process. However, the response by policymakers has been strong, and free money is leading to bubbles, the misallocation of capital and excess leverage. In this note, we lay out a framework and road map for investors to look at the rise and inevitable bursting of the bubble in global corporate bonds. The Fed and the rest of the G4 central banks have created a bubble in the corporate bond market.

The Geography of Student Debt

May 21st, 2013
in
 The Geography of Student Debt Andrew Haughwout, Donghoon Lee, Wilbert van der Klaauw, and Joelle Scally May 14, 2013    

International Corporate Tax

May 21st, 2013
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The international tax principles underlying the taxation of corporate income are attracting more and more attention.  Ireland, in particularly, has come under the spotlight.  There is merit to some of the complaints made but most of it is little more than political posturing.  Few substantive proposals are being made. The latest is a report prepared for US Senators Levin (D) and McCain (R) which includes a very interesting appendix on Apple.  The appendix opens:

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