Archive of posts filed under the Knowledge is Power category.

Knowledge is Power: Monopsony, Coal, Anti-Globalization Edition

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Why Aren’t Americans Getting Raises? Blame the Monopsony (WSJ) A good list of tools for invesors (Rankia) Globalization and its political backlash and With Trump, no hope for change (Live Mint) America’s road trip: will the US ever kick the car habit? (The Guardian) Travelling on the Trans-Siberian in style: wi-fi, gyms, libraries, restaurant carriages, children’s playrooms …

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Knowledge is Power: Algorithms, Trump Has Already Won? , Deutsche Bank Downfall Edition

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Algorithms Aren’t Biased, But the People Who Write Them May Be (WSJ) Why are so many active funds underperforming? (CityWire, UK) Schwab Market Perspective: Looking Past the Election (Schwab) and Vertigo: Effect of Spiking Healthcare Costs on Consumers (Schwab) The Tallinn experiment: what happens when a city makes public transport free? (The Guardian) Deducting a Loss in an …

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Knowledge is Power: Financials, US Healthcare, Balanced S&P 500 Edition

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The sickly state of American healthcare (MoneyWeek) Mark Mobius: ‘beggar-thy-neighbour’ economics hurts us all (CityWire UK) How a more balanced S&P 500 can lead to richer returns (MarketWatch) Best yielding stocks in FTSE 100 look too good to last as dividend cover wears thin for the big payers (This is Money) Financials: A tricky time (Fidelity) Canada: David Kaufman: The …

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Knowledge is Power: Emerging Markets, Boat Lift, Public Speech Industry Edition

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What were investors thinking? Interest rates must rise: Don Pittis (CBC) Are emerging market equities re-emerging? (Schroder’s) Mark Mobius: Emerging-Market Resilience (Franklin Templeton) September business cycle: improved cyclical trends (Fidelity) Emerging Markets: Don’t You Forget About Me (T.Rowe Price) Schwab Sector Views: What’s Ailing Health Care? (Schwab) Three Common Pitfalls for Targeting Emerging Market Consumers …

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Knowledge is Power: Healthcare Stocks, Dividend Sustainability, US Make-Work Program Edition

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Health stocks: beyond politics (Fidelity) Emerging-Market Small Caps: A Distinct Growth Opportunity  (Franklin Templeton) Five things investors need to worry about for the rest of 2016 (Financial Post) The great American make-work programme (FT Alphaville) Germany’s massive CA surplus set to decline (DB Research) Dividend sustainability: companies cannot squeeze the lemon forever  (Money Observer) Top earners: Why did …

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