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Update: At the Money

The Big Picture

Bloomberg licensed the entire BMI/Ascap catalog, so I have access to an endless array of music from the 1940s to the present date. The challenge comes when run-of-the-mill investing/economic topic turns out to be esoteric in terms of music; think Inflation or Contrarian investing.

License 139
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10 Friday AM Reads

The Big Picture

Blame History for Making Recession Calls So Hard : The National Bureau of Economic Research has been putting dates on downturns since 1929 — well before there was such a thing as gross domestic product ( Bloomberg ) see also Does This Look Like a Recession To You? . • taxpayers millions of dollars ended up in China.

License 273
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Sunday links: too many theories

Abnormal Returns

npr.org) Occupational licensing is out of control. econbrowser.com) The economic schedule for the coming week. Sentencing Commission show judges rejected more than 80% of compassionate release requests filed from October 2019 through September 2022. wsj.com) Earlier on Abnormal Returns Top clicks last week on the site.

Ethics 189
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10 Monday AM Reads

The Big Picture

You can build a record when in terrible years you’re up zero to five (per cent) and then throw a couple of 50s and 60s and the numbers look pretty good over time … ( Financial Times ) • The Line Is Blurring Between Remote Workers and Tourists : Economic development has fundamentally changed.

Math 271
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Thursday links: bear market endings

Abnormal Returns

finance.yahoo.com) Netflix Netflix ($NFLX) is uniquely at-risk of losing licensed content. cbc.ca) Why Sri Lanka is facing an economic crisis. (priceactionlab.com) Finance VCs are once again doing due diligence. theinformation.com) Jamie Dimon is cautious about the economy. wsj.com) Global The Bank of Canada has boosted rates by 100bp.

Marketing 130
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10 Wednesday AM Reads

The Big Picture

At the same time, however, the study also shines a spotlight on just how powerful AI is, how disruptive it might be, and suggests that this new, astonishing technology could have economic effects that change the shape of income inequality going forward. ( In the first of three special articles we explain how they work.

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10 Thursday AM Reads

The Big Picture

Washington Post ) but see also One plausible explanation for this too-good-to-be-true economy : The most plausible explanation of all is that the pandemic and subsequent recovery were so unusual that the normal rules of economics don’t apply. Zoomers are shunning cars and driver’s licenses. The shift to EVs will make things worse.

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