Review & Outlook

Our take on the investing, financial, & economic themes of the day

What We’re Reading: August 19

Quote of the Day:

“Thirty years ago, emerging markets made up 1% of the world equity market cap and 18% of world GDP, today they are ~10% of the investable universe and are 33% of world GDP. Emerging markets have ~55% share of the global population.”

–Michael Batnick, The Irrelevant Investor blog


Tuesday links:

U.S. Stocks Rise after Positive Economic Data (WSJ)

Quantifying the Impact of Performance Chasing (The Big Picture)

The Man Who Blew the Whistle (NYT)

The Range Bound Russell 2000 (Think BIG)

Good News For The Housing Market? Home Depot (HD) Raises Full-Year Forecast (Forbes)

Apple (AAPL) HealthKit Could Earn Billions (ZDNet)

Will BHP’s Spinoff be Bad for Shareholders? (Barron’s)

Everything You Need to Know About Emerging Markets (Irrelevant Investor)

$15 Million Pours in From ALS Ice Bucket Challenge (CNN Money)

Ferguson Protests Send Taser Stock up 30% (CNN Money)


Chart of the Day:

Source: Think BIG blog