Greycourt: What We Are Reading

What We Are Reading

Big Hedge Funds Are Top Performers, for a Change – Gregory Zuckerman, The Wall Street Journal

January 19, 2023

What We Are Reading

A Strong U.S. Dollar Buoys Small-Cap Companies’ Stocks – Hannah Miao, The Wall Street Journal

October 17, 2022

What We Are Reading

Apple Suppliers Add Manufacturing Sites in U.S., With Focus on California – Yang Jie, The Wall Street Journal

October 5, 2022

What We Are Reading

Don’t Give Up on the Stock Market – Burton G. Malkiel, The Wall Street Journal

September 22, 2022

What We Are Reading

The Lords of Money Pose Massive Threats to Markets – James Mackintosh, The Wall Street Journal

June 20, 2022

What We Are Reading

Is Larry Summers Really Right About Inflation and Biden? – John Cassidy, The New Yorker

April 11, 2022

What We Are Reading

Will Inflation Stay High for Decades? One Influential Economist Says Yes – Tom Fairless, The Wall Street Journal

March 10, 2022

What We Are Reading

Why the Sustainable Investment Craze Is Flawed – James Mackintosh, Wall Street Journal

January 24, 2022

What We Are Reading

Byron Wien and Joe Zidle Announce the Ten Surprises of 2022, Blackstone

January 3, 2022

What We Are Reading

Could search engines be fostering some Dunning-Kruger? – John Timmer, Ars Technica

October 21, 2021

What We Are Reading

‘Great Attrition’ or ‘Great Attraction’? The choice is yours – McKinsey Quarterly – September 8th, 2021

October 12, 2021

What We Are Reading

Inflation is All Over the Place – James Mackintosh, The Wall Street Journal

September 20, 2021

What We Are Reading

How Investors Can (and Can’t) Create Social Value – Paul Brest, Ronald Gilson, & Mark Wolfson, Stanford Social Innovation Review

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September 7, 2021

What We Are Reading

How Amazon, JP Morgan, and Berkshire Hathaway took on America’s health care system and lost – Erika Fry, Fortune

August 26, 2021

What We Are Reading

Animals Count and Use Zero. How Far Does Their Number Sense Go? – Jordana Cepelewicz, Wired

August 20, 2021

What We Are Reading

When Will China Rule the World? Maybe Never – Eric Zhu and Tom Orlik, Bloomberg

July 8, 2021

What We Are Reading

Unhedged: Talking bubbles with Jeremy Grantham – Robert Armstrong, Financial Times

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May 25, 2021

What We Are Reading

Even Short-Term Inflation Will Test the Fed – James Mackintosh, WSJ

May 21, 2021

What We Are Reading

Productivity Is Finally Looking Up, and the Gains Could Lift Growth

May 4, 2021

What We Are Reading

U.S. Debt Is at a Record, but the Risk Calculus Is Changing – Jo Craven McGinty, WSJ

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April 20, 2021

What We Are Reading

China Creates Its Own Digital Currency, a First for Major Economy – James T. Areddy, WSJ

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April 7, 2021

What We Are Reading

One of World’s Greatest Hidden Fortunes is Wiped Out in Days – Katherine Burton and Tom Maloney, Bloomberg

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April 1, 2021

What We Are Reading

NFTs Are Driving Stunts and Diving into the Culture Wars – Nick Bilton, Vanity Fair

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March 23, 2021

What We Are Reading

We’re Worried About Bubbles. That’s a Good Thing – John Authers, Bloomberg

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March 3, 2021

What We Are Reading

Race, Risk, and the Emergence of Federal Redlining – P. Fishback, J. LaVoice, A. Shertzer, R. Walsh, NBER Working Paper Series

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February 12, 2021

What We Are Reading

Walmart Is Adopting Socially Responsible Policies. ESG Funds Are Taking Notice. – Sarah Max, Barron’s

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January 11, 2021

What We Are Reading

Chinese Tech Stocks Are in Hot Water. It May Not Last. – Craig Mellow, Barron’s

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January 4, 2021

What We Are Reading

Wall Street versus Main Street: Why the disconnect? By Marc Goedhart, Tim Koller, and Pete Stumpner – McKinsey & Company

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October 12, 2020

What We Are Reading

Disease, Downturns, and Wellbeing: Economic History and the Long-Run Impacts of COVID-19

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September 14, 2020

What We Are Reading

1Q 2020 GMO Quarterly Letter by Ben Inker and Jeremy Grantham

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June 16, 2020

What We Are Reading

KKR Global Macro Trends | Keep Calm and Carry On | April 2020

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April 23, 2020

What We Are Reading

IMF World Economic Outlook | Chapter 1: The Great Lockdown

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April 15, 2020

What We Are Reading

The Private Equity Negotiation Myth – William Clayton, Yale Journal on Regulation

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April 2, 2020

What We Are Reading

This classic McKinsey article from 2000 is something we are reviewing during this volatile time.

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March 23, 2020

What We Are Reading

International Monetary Relations: Taking Finance Seriously – Maurice Obstfeld and Alan M. Taylor

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November 25, 2019

What We Are Reading

Affordable Housing in Los Angeles: Delivering More and Doing it Faster – McKinsey Global Institute – November 2019

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November 25, 2019

What We Are Reading

Musings on Markets – Blog by Aswath Damodaran

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November 18, 2019

What We Are Reading

The Future of Asia – McKinsey Global Institute – September 2019

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November 12, 2019

What We Are Reading

The ‘Genetic Defect’ in Active Management, Institutional Investor, Julie Segal

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October 22, 2019

What We Are Reading

8 Experts Every Family Office Should Have Now – Jackie Cooperman, Worth

What We Are Reading

This Week in Muniland – Alliance Bernstein

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August 19, 2019

What We Are Reading

Reconciling Fiduciary Duty and Social Conscience: The Law and Economics of ESG Investing by a Trustee

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July 8, 2019

What We Are Reading

Did the 2017 Tax Reform Discriminate against Blue State Voters?

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June 24, 2019

What We Are Reading

Is a leverage reckoning coming? McKinsey & Company May 2019

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May 15, 2019

What We Are Reading

What’s Happening with the US-China Trade Negotiations

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Jim Foster | May 10, 2019

What We Are Reading

Globalization in Transition — The Future of Trade and Value Chains, McKinsey & Company, January 2019

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March 11, 2019

What We Are Reading

Forget the Trade War. China is Already in Crisis – Bloomberg

What We Are Reading

The huge ‘blackout’ that may be deepening market turbulence – CNN Business

What We Are Reading

Has the derivatives volcano already begun to erupt? – Asia Times

What We Are Reading

Why the Traditional Way of Measuring ‘Value’ Stocks May Be History – WSJ

What We Are Reading

Leveraged-Loan Lovefest Will End in Heartbreak