Econintersect: Click Read more >> below graphic to see today’s list.
The top of today’s reading list discusses the valuation for Twitter as it’s IPO date approaches …….. and the last article compares current monetary policy to that following the 2001 recession.
- Why is Twitter Worth So Much? (Dan Ritter, Wall Street Cheat Sheet)
“How much Twitter Inc. (NYSE:TWTR) is worth as a business really depends on whom you ask. According to Bloomberg, Brian Wieser at Pivotal Research Group thinks the company is worth as much as $19 billion; most analysts targeted a figure closer to $15 billion. The company’s initial public S-1 filing, released at the beginning of October, suggested the company valued itself at a more modest $9.7 billion, or about $13 billion including equity awards.“
- Companies’ 401(k) Match Gets a Critical Change (Paula Aven Gladych, ThinkAdvisor) New matches to encourage higher savings. Now some offer 25% match for first 12% rather than 50% match for first 6%.
- Summers says government-driven growth is right medicine, not austerity (Trevor Hunnicutt, Investment News) Former Fed chief contender’s credibility questioned, views called “simplistic”.
- Carney tears up the rule book on bank help (Chris Giles, Financial Times)
- Do International Bonds Belong in Client Portfolios? (Allan S. Roth, Financial Planning)
“… the case for international bonds would be that it increases diversification but lowers expected return. A very close call.”
- A Thinking Electorate Capable of SELECTING A Thinking Policy Staff? Why A Liver Cell Doesn’t “Retire” On It’s Own (Roger Erickson, Open Operations Forum) Roger Erickson is a Global Economics Intersection contributor.
- “What Works”: Key New Findings on Stock Selection (James O’Shaughnessy, AAII Journal)
Click on graph for larger image with additional data at AAII Journal.
- Severe Inventory Crunches Finally Easing (Daily Real Estate News, Realtor Mag)
- The Damage to the US Brand (John Mauldin, Thoughts from the Frontline) John Mauldin has contributed to Global Economic Intersection.
- Comparison to an earlier period of accommodative monetary policy (Sober Look) Many econometric factors 2011-13 have eerily similar characteristics to 2003-05. Lot’s of good graphs including house prices.
