What I’m reading ~ 23/1/2017

  1. Everything you need to know about corporate venture capital in Europe
  2. Robert Rubin on the Future of US-China Relations
  3. Global Economics Monthly January 2017
  4. SkyBrief – January 22, 2017
  5. 10 Things Learned From 3 Days In Washington D.C.
  7. January 2017 Data Update 3: Cracking the Currency Code
  8. China’s WTO Entry, 15 Years On
  9. Is NATO Obsolete?

What I’m reading ~ 20/1/2017

  1. Will Real Estate Investors Take Over Airbnb?
  2. Billionaire George Roberts: Private Equity and Investing
  3. Gems of wisdom: Warren Buffett Charlie Munger 2016 Berkshire Hathaway Shareholder Meeting Highlights
  4. Davos 2017 – Russia in the World


Daily wrap-up: January 20

  • How Trump Aims to Broadly Reshape Policy (WSJ)
  • Trump Calls for Unity at Opening Concert as Inaugural Festivities Begin (NYT)
  • Trump Takes the Reins of a Deeply Divided Nation (BBG)
  • Washington braces for anti-Trump protests, New Yorkers march (Reuters)
  • After the Parties, a Protest for the Ages (WSJ)
  • Voter Anxiety That Fueled Trump’s Victory Turns to Hope (WSJ)
  • Pageantry, protests to mark the start of Trump’s presidency (Reuters)
  • For stock performance under Trump, don’t look to prior transitions (Reuters)
  • Bullion Bulls Have History on Their Side as Trump Takes Helm (BBG)
  • Yellen Backs Gradual Rate Rises as Fed Not Behind the Curve (BBG)
  • Doing Business With Putin (BBG)
  • Floor Caving In on Europe Real Estate Stocks Bashed by Rates (BBG)
  • Republican Governors Balk as Congress Races to End Obamacare (BBG)
  • Telecommunications company Avaya files for bankruptcy (Reuters)
  • Finland Prepares for ‘Manifold Warfare’ as Russia Feeds Paranoia (BBG)
  • Samsung Blames Battery Size for Galaxy Note Fires (WSJ)
  • There’s an Unexplained $9 Billion Gap in India’s Cash Supply (BBG)
  • Turkey can no longer insist on Syria settlement without Assad: Turkish deputy PM (Reuters)
  • Islamic State destroys famous monument in Syria’s Palmyra: antiquities chief (Reuters)
  • GE Meets Profit Estimates on Gains in Power, Aviation Units (BBG)
  • P&G profit and sales beat Wall Street estimates (Reuters)
  • U.K. Retail-Sales Slump Hints at Cracks in Britain’s Brexit Boom (BBG)
  • U.S. Oil Producers Ramp Up Spending (WSJ)
  • Robot Crop Pickers Limit Loss of U.S. Farm Workers to Trump Wall (BBG)
  • Companies’ Job Pledges: Analyzing the Numbers (WSJ)
  • Lloyd’s of London Seeks Europe Base as May Backs Hard Brexit (BBG)

What I’m reading ~ 19/1/2017

  1. Over $100 Billion Redeemed From Hedge Funds In 2016 As Only 32% Outperform Their Benchmark
  2. Artificial Intelligence
  3. WeChat’s App Revolution
  4. Spotify, Netflix, LINE, Pandora & HBO NOW top the list of 2016’s biggest apps by revenue
  5. How Deutsche Bank Made −€367 Million Disappear


Quote of the day:

“Every time you go to Facebook or ESPN.com or wherever, you’re unleashing a mad scramble of money, data, and pixels that involves undersea fiber-optic cables, the world’s best database technologies, and everything that is known about you by greedy strangers. Every. Single. Time.”

– Chaos Monkeys

Daily wrap-up: January 19

  • Yellen speech bolsters dollar after Trump’s mixed messages (Reuters)
  • Draghi Set to Face Questions on ECB Bond Purchases (WSJ)
  • Davos CEOs ‘go local’ on supply chain in Trump era (Reuters)
  • Oil and Trump: Russians full of optimism (Reuters)
  • Biggest Opposition Party Ready to Topple Swedish Government (BBG)
  • The Mortgage Market’s $1 Trillion Pocket of Worry (WSJ)
  • Ex-VW CEO Winterkorn Deflects Blame for Diesel-Cheating Scandal (BBG)
  • George Soros, Mastercard to partner to aid migrants, refugees (Reuters)
  • Don’t Assume Canada Will Rally With U.S., Poloz Warns Investors (BBG)
  • Mnuchin to Address IndyMac, Tax Policy at Senate Hearing (WSJ)
  • On Davos sidelines, banks expecting three-year transition after Brexit (Reuters)
  • Safran to Buy Zodiac for $10 Billion in All-French Aero Deal (BBG)
  • These Automakers Could be Trump’s Next Targets (BBG)
  • Exclusive: Pentagon, Lockheed near deal on $9 billion F-35 contract (Reuters)
  • Syria’s Assad hopes for ‘reconciliation’ deals from Astana talks (Reuters)
  • How Well Does Running Vanguard Pay? (BBG)
  • GOP Governors Warn Lawmakers About Repeal of Affordable Care Act (WSJ)
  • U.S exchanges rent helicopter, drape banner in pursuit of Snapchat IPO (Reuters)
  • Netflix’s Global Growth Fuels Surge in Subscribers (WSJ)

What I’m reading ~ 16/1/2017

  1. Investors hedge on China risk

Daily wrap-up: Jan 17

  • Theresa May pledges clean Brexit break (FT); May Pledges Vote on Brexit Taking U.K Out Of EU’s Single Market (BBG)
  • Donald Trump Warns on House Republican Tax Plan (WSJ)
  • Trump, Fed Headed for Clash Amid Dollar Surge, Economists Say (BBG)
  • China’s Xi Warns Against Trade War in Defense of Globalization (BBG)
  • Morgan Stanley Profit Rises on Surge in Bond-Trading Revenue (BBG)
  • Germany says NATO concerned about Trump ‘obsolete’ remark (Reuters)
  • Trump, Brexit uncertainty hit stocks and dollar, gold jumps (Reuters)
  • BAT agrees takeover of Reynolds in $49.4bn deal (FT)
  • Trump team defends health pick Tom Price over ethics charge (Reuters)
  • Hyundai-Kia to Invest $3.1 Billion in U.S., Mull New Plant (BBG)
  • Russia expects dialogue with Trump on nuclear weapons: Lavrov (Reuters)
  • Top Trump trade adviser offshored thousands of jobs (Reuters)
  • Be Skeptical of the Fed’s Rate Signals (BBG)
  • Women’s apparel retailer Limited Stores files for bankruptcy (Reuters)
  • Women’s apparel retailer Limited Stores files for bankruptcy (Reuters)
  • China’s Oil Collapse Is Unintentionally Helping OPEC (BBG)
  • Timeless Ritual to Meet Partisan Rancor at Trump’s Inauguration (BBG)
  • In U.N. lawsuit, Ukraine demands Russia end support for separatists (Reuters)
  • Samsung chief faces long day as South Korean court weighs arrest warrant (Reuters)