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 08/30   The Stingy News Weekly: August 30, 2015SNW 
 08/30   Zombie factoriesWorld 
 08/30   Rising anxietyShiller 
 08/30   Should the Fed tighten?Economy 
 08/30   Mom and Pop win oneMarkets 
 08/30   High failure ratesAcademia 
 08/30   We still have a buck in the tillDebt 


Most Recent Stingy News

The Stingy News Weekly: August 30, 2015
08/30/15 4:48 PM ESTSNW
I'm pleased to present our free letter for the week ended August 30, 2015. This week we have zombies, hyperinflation, rising anxiety, and more."
More SNW: The Stingy News Weekly: August 23, 2015
The Stingy News Weekly: August 17, 2015

Zombie factories
08/30/15 3:19 PM ESTWorld
"Still, such steps may do little more than keep zombie companies alive - to the detriment of the overall economy. By pumping up growth with fresh credit and stimulus, the government might temporarily revive some factories, but also exacerbate the economy's problems of excess capacity and high debt."
More World: Hyperinflation in Venezuela
How silver wrecked China

Rising anxiety
08/30/15 2:59 PM ESTShiller
"It is entirely plausible that the shaking of investor complacency in recent days will, despite intermittent rebounds, take the market down significantly and within a year or two restore CAPE ratios to historical averages."
More Shiller: The mystery of lofty stock market elevations
Bob Shiller didn't kill the housing market

Should the Fed tighten?
08/30/15 2:14 PM ESTEconomy
"If I were at the Fed, I would consider a 'dare' quarter point increase just to show the world that zero short rates are not considered necessary for prosperity and stability."
More Economy: Autonomous cars will reshape the economy
The underground recovery

Mom and Pop win one
08/30/15 2:12 PM ESTMarkets
"Here's a bit of role reversal for you: Mom and Pop were content to ride out the market's volatility this past month, more or less sitting tight. Meanwhile, the pros were driven to the point of near panic."
More Markets: Sell-off not a bad thing
Why not 100% equities?

High failure rates
08/30/15 12:51 PM ESTAcademia
"More than 270 researchers from around the world came together to replicate 100 recent findings from top psychology journals. By one measure, only 36 percent showed results that were consistent with the original findings. In other words, many more than half of the replications failed."
More Academia: Watch prices and the industrial revolution
Days to cover and stock returns

We still have a buck in the till
08/30/15 12:49 PM ESTDebt
"There will be failures among energy producers, and that could include nations. Failures with each will be temporary as debts get worked through/compromised and new management takes over, and high cost supply gets shut down. The question is: who will fail and who won't."
More Debt: Hate debt again
World is right to worry about US debt

Hyperinflation in Venezuela
08/26/15 3:50 PM ESTWorld
"Venezuela is preparing to issue bank notes in higher denominations next year as rampant inflation reduces the value of a 100-bolivar bill to just 14 cents on the black market."
More World: How silver wrecked China
Goodbye to all that

How silver wrecked China
08/26/15 3:47 PM ESTWorld
"In the Great Depression, China found itself vulnerable to the price of silver, thanks to the misguided moves of U.S. policy makers."
More World: Goodbye to all that
China's long Minsky moment

The short-termism myth
08/24/15 9:49 PM ESTManagement
"To the extent that companies are underinvesting in the future, the blame lies not with investors but with executives. The pay of many C.E.O.s is tied to factors like short-term earnings, rather than to longer-term metrics, which naturally fosters myopia."
More Management: GM Recalls
The case for banning tips

The Stingy News Weekly: August 23, 2015
08/23/15 8:06 PM ESTSNW
I'm pleased to present our free letter for the week ended August 23, 2015. This week we have relative strength, 100% equities, sewing machines, and more."
More SNW: The Stingy News Weekly: August 17, 2015
The Stingy News Weekly: July 31, 2015

Absolute strength vs relative strength
08/23/15 7:36 PM ESTStingy Investing
"When it comes to the markets, the difference between a large wave on a fairly calm day and a huge wave on a stormy day is similar to the contrast between relative strength and absolute strength. But both momentum measures have provided outsized returns over the long run." [$]
More Stingy Investing: Stick to low-fee funds
Try the hot potato

Sell-off not a bad thing
08/23/15 2:13 PM ESTMarkets
"the best response for most investors trying to grapple with the latest bout of volatility is to take a deep breath, appreciate the remarkable run-up of the last five years, and remember that if you panic at the thought of losing 6 percent of your money in a week, that money really shouldn't be invested in the stock market to begin with."
More Markets: Why not 100% equities?
Stock buybacks draw scrutiny

Why not 100% equities?
08/23/15 2:09 PM ESTMarkets
"We might, on the other hand, consider an all-equities portfolio. Whereas none of us have the centuries ahead of us that Yale can expect, we may have a time horizon of several decades--perhaps long enough according to both the historic performance figures of equities and to theories of their expected returns (shaky as they are), to justify having everything in stocks."
More Markets: Stock buybacks draw scrutiny
Inflation and market returns

How Singer won
08/23/15 1:51 PM ESTHistory
"The Singer Sewing Machine changed the way America manufactured textiles, but the invention itself was less important than the company's innovative business"
More History: Was tulipmania irrational?
How to kill a currency

Stick to low-fee funds
08/22/15 8:13 PM ESTStingy Investing
"Fund investors improved their market timing according to a recent study Morningstar.com. But they still underperformed their funds by an average of 0.54 percentage points annually from 2004 through 2014."
More Stingy Investing: Try the hot potato
Buffett's winning wager

OPEC of maple syrup
08/22/15 8:12 PM ESTGovernment
"While Mr. Trepanier studiously avoids calling the organization a cartel, he has described it as the OPEC of maple syrup in the past, referring to the group of oil-producing countries."
More Government: Wishful thinking
How Chicago used financial engineering

Goodbye to all that
08/22/15 8:10 PM ESTWorld
"The real curse for producers is over-supply in almost all raw materials. Yet they continue to act as if they are blithely unaware of it. Capital is still pouring into holes in the ground, creating a hangover that may last at least a decade."
More World: China's long Minsky moment
Burger benchmark finds greenback too dear

The Stingy News Weekly: August 17, 2015
08/17/15 12:25 PM ESTSNW
I'm pleased to present our free letter for the week ended August 17, 2015. This week we have the hot potato, momentum, Buffett's wager, and more."
More SNW: The Stingy News Weekly: July 31, 2015
The Stingy News Weekly: July 26, 2015

How has the 4% rule held up
08/16/15 12:43 PM ESTRetirement
"The 4% rule has been much maligned lately, as recent market woes of the past 15 years - from the tech crash of 2000 to the global financial crisis of 2008 - have pressured both market returns and the portfolios of retirees. Yet a deeper look reveals that if a 2008 or even a 2000 retiree had been following the 4% rule since retirement, their portfolios would be no worse off than any of the other "terrible" historical market scenarios that created the 4% rule from retirement years like 1929, 1937, and 1966."
More Retirement: False assumptions by Ontario pension planners
New math for retirees

China's long Minsky moment
08/16/15 12:27 PM ESTWorld
"Underlying all of this is the fact that China is still dealing with the consequences of an enormous credit and real-estate bubble that has accompanied, and prolonged, the latter stages of the growth miracle."
More World: Burger benchmark finds greenback too dear
Could China be the next Japan?

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2015: New Picks
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