Share the View 2: Ukraine and Your Portfolio

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2014-03-04 17:06:59
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SHARE THE VIEW

A quick look at Bloomberg News's opinion section

March 4, 2014For more, visit
http://click.email.bloomberg.com/?qsH74a04a6ae309735a9bc2b43d3520451c18236636e98ea6f84a2d20221806e5
www.bloombergview.com

UKRAINE: Barry Ritholtz: "One of my favorite analytical devices is to compare quantitative data with investor sentiment. ... Think of it as 'what people are thinking' versus reality. The news out of Eastern Europe is a perfect example of this. ... It is merely the latest global event that is dramatic, dangerous -- and mostly irrelevant to investors."
http://click.email.bloomberg.com/?qsH74a04a6ae309730dfdeb11de989dcfe86233ec5f934018fb1f7865f31f5f1e
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U.S. ECONOMY: "Our inclination is to celebrate a reduction in job destruction rates, but should we?" Peter Orszag: "Two excellent new books point out that failure has crucial benefits."
http://click.email.bloomberg.com/?qsH74a04a6ae309734eeeb72295a8e5c1ccb54c5e8ad8322dae4477b37c2e9fa5
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REGULATION: The new book "Does Regulation Kill Jobs?" suggests that polar positions on regulation are wrong, Cass R. Sunstein writes. "Some research finds that regulations have a negative effect on employment -- but that effect is pretty modest."
http://click.email.bloomberg.com/?qsH74a04a6ae309739a7324a8c10f7940a53532a4bf41667be0afd610a7807f70
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WHAT OUR WRITERS ARE READING:

http://click.email.bloomberg.com/?qsH74a04a6ae30973ab09d1ee1dbbc457fe91bc54207e6d19f0f31c006542c2d7
Jonathan Weil

- David Wessel on the Federal Reserve and financial stability:
http://click.email.bloomberg.com/?qsH74a04a6ae30973be677216e1eabb06d558473ff43a59f4ed2ec1115754175e
Read more

- What happened with that crazy Chinese trust product Credit Equals Gold No. 1 that almost defaulted in January?:
http://click.email.bloomberg.com/?qsH74a04a6ae3097343f26e7033b5ec0cb34c815b10865aa9eb61368ac32939ce
Read more

- You didn't think Mohamed El-Erian would stop writing just because he's stepping down at Pimco, did you?:
http://click.email.bloomberg.com/?qsH74a04a6ae30973e1bc393e7fe646a1daca2d4182b3359231111ad6269d8b5b
Read more

http://click.email.bloomberg.com/?qsH74a04a6ae30973385327c497f6a1f3d4eb3a6d4d01b06a15fa7ef46086c0d3
Matt Levine

- Private equity guys make a lot of money:
http://click.email.bloomberg.com/?qsH74a04a6ae30973d1688439ddfd55aeda716f2ebdfa94b07d186e19401dfc02
Read more

- Banamex is quite a headache:
http://click.email.bloomberg.com/?qs7180651e6a9458e8ea5d10263a275d7dae088eb94fad76a1ca27b14023192a
Read more

- Trading revenues are down:
http://click.email.bloomberg.com/?qs7180651e6a9458582641f6eed568c7d57a87e53dfd33eed56adb6890801d04
Read more

http://click.email.bloomberg.com/?qs7180651e6a9458c7b70584cb18a6b9b7d6318174a3e80bc3928ad72a28cea3
Leonid Bershidsky

- Standoff continues in Crimea:
http://click.email.bloomberg.com/?qs7180651e6a94589717f6424b5d3287308fb0d453efd67558c33b7fbd0b58f4
Read more

- Eurozone bond markets stabilize:
http://click.email.bloomberg.com/?qs7180651e6a9458dd28eb78c7bf0bdd15d498f67214c93b794bf433c2e340e7
Read more

- Sweden says other EU countries should share its immigration burden:
http://click.email.bloomberg.com/?qs7180651e6a94581790bc2d8efd5062a3e343419f5717218f27466692ca2a21
Read more

http://click.email.bloomberg.com/?qs7180651e6a9458ab068fa5a92a04913064f6e3bf04a152a5bda93fc7dcf77b
William Pesek

- Singapore's price surge accelerates:
http://click.email.bloomberg.com/?qs7180651e6a94589f3772871fbf37cdf74e3ecdf582d768dec828eff933bbd6
Read more

- China's role in Ukraine's chaos:
http://click.email.bloomberg.com/?qs7180651e6a94587d3cf270b7ae6bdd426d95f7c6ed170fbc41bcdddac4e414
Read more

- Japan's other World War II problem:
http://click.email.bloomberg.com/?qs7180651e6a9458c637d93172b923a6a76733464a8ee7f995942fe1f6e1013d
Read more

http://click.email.bloomberg.com/?qs9ef51697441a3a9a654cc9173a9bc8033b1e5cd255632d0574e5e8503457a4
Jonathan Bernstein

- "College, the Great Unleveler," from Suzanne Mettler:
http://click.email.bloomberg.com/?qs9ef51697441a3a8b204ff6367a821175902923bdc05886a62b34916c5d6bc4
Read more

- Josh Putnam on Iowa and front-runners. As he says, Iowa winnows:
http://click.email.bloomberg.com/?qs9ef51697441a3a6e54e42e4c219c888ad25ecd5f0fd62b4f4aee98a308d1d5
Read more

- Julia Gray on Ukraine and democracy:
http://click.email.bloomberg.com/?qs9ef51697441a3abc549661b61555243814ab5fb4fd84eb392005ca98f1dbdc
Read more

http://click.email.bloomberg.com/?qs9ef51697441a3aeb4a44df5a4d49da8af81cd117f1773c9063558d99b46b53
Barry Ritholtz

- Yale: Alpha's Not Dead, But Finding It Is Hard
http://click.email.bloomberg.com/?qs9ef51697441a3afc4117e5ec99f9dac667dea5bf6ec15d7fbecc90ea6046c1
(AI-CIO)

- The Cost of Bitcoin
http://click.email.bloomberg.com/?qs9ef51697441a3a8703734979aa38e3863467a20152a6590a5aa3289b489398
(strat\u0113chery)

- Why Sweden Has So Few Road Deaths
http://click.email.bloomberg.com/?qs9ef51697441a3a841ecac9fd2a79b2019795f4a8ceb5083e1402038c4339fc
(The Economist)

SHARE THE VIEW

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