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Dr. Ed's Blog

wiar 11-06-17

MFwebsite2020researchNovember 6, 2017What I Am Reading

Nov 06 (Monday)

Markets
Investors push $2bn into total return bond funds (FT)
A China Expert’s Favorite Asian Stocks (BR)

Central banks
New York Fed President Dudley to Announce Early Retirement (W)
Gross Says Powell Needs to Find ‘Magical Neutral Interest Rate’ (B)
As the global economy picks up, inflation is oddly quiescent (E)

Emerging
Saudi Arabia’s unprecedented shake-up (E)

US politics
What Investors Need to Know About the Tax Bill (BR)
Offshore Tax-Haven Reports Stir Call to Slow Pace of House Bill (B)
Ross linked to stake in shipping group with Russia ties (FT)

Industries & companies
FANGs: Despite Security Issues, Facebook Still Looks Like a Buy (BR)
Financials: As Wildfires Raged, Insurers Used Private Firefighters (W)
Industrials: JPMorgan Analyst: The Case Against GE (BR)
Media: Investors Look to Disney’s Streaming Plans (W)
Retail: Amazon Cuts Prices on Third Party Items Ahead of Holiday Onslaught (W)

Corporate finance
Broadcom dealmaker readies for $100bn Qualcomm bid (FT)

Technology
Artificial Intelligence’s Winners and Losers (BR)

Cryptocurrency
Here Are the Big Names Who Are Backing and Slamming Bitcoin (B)

Offbeat
Sexual Harassment Is Becoming a Serious Investment Risk (BR)

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