Don’t overlook the housing recovery
Breakfast with Benjamin: Remember housing stocks? You should. Plus: How Pimco stepped in it, academics take on high-frequency trading, the bad math behind climate-change regs, and men are better retirement savers than women.
- Don’t underestimate the housing recovery. Fund managers are loading up on select stocks. AWI, KBH, STWD
- Untangling Pimco’s bond valuation mess. Sorry, folks, optimism is not an SEC-approved metric for pricing securities. It is boringly illegal
- Academics take a stab at fencing in high-frequency trading techniques. Expect it to work well in theory. Distinguishing market makers from traders
- The lousy economics of Obama’s climate-change efforts. Chasing populous appeal with yet another ‘defining issue of our time.’ Getting real about this stuff
- Men, on average, are better retirement savers. Please don’t shoot the messenger. It’s not all about the income gap, but that’s part of it
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