Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
Links for 7/20
#1
With the year halfway through, Morgan Stanley analysts have compiled their "Vintage Values" report collecting their 15 best stock bets for the next year. "Put simply, these 15 ideas represent our analysts’ highest-conviction stock ideas for outperformance over the next 12 months," the analysts said. "We sought ideas that offer the best combination of differentiated research, favorable risk-reward profiles, and clear catalysts."

MORGAN STANLEY: 2015 Vintage Values - Business Insider

The developing world — where over 90 per cent of road deaths happen — could make big gains fast. Todt describes a typical scenario today: an ancient vehicle, discarded from some rich country, is overloaded with people and driven by someone who bought his licence. Then, if an “accident” happens, the ambulance rarely arrives.

Our deadliest problem? Not terrorism - FT.com

One day, when driverless cars arrive, we may marvel that we ever let distracted, shortsighted and occasionally drunk humans pilot large metal projectiles. For now, perhaps the key thing to change is attitudes. Many people (especially in poor countries) get no traffic education at all. Lesson one could be that aggressive driving is not proof of masculinity. Machismo helps explain why 77 per cent of traffic fatalities worldwide (as counted by the WHO) are males.

Our deadliest problem? Not terrorism - FT.com

As of Friday's close, the S&P 500's forward price-to-earnings ratio (a widely used measure of valuation that divides the S&P 500's price by the earnings that analysts expect companies to report over the coming year) sat at 16.8, according to FactSet. That's substantially below the recent peak for forward P/E logged in the beginning of March, which was then 17.3.

will the earnings momentum continue

The chance of returning to a normal weight after becoming obese is only one in 210 for men and one in 124 for women over a year, research suggests. For severe obesity, shedding excess weight in a year is even more unlikely, a study of UK health records concluded. Researchers say current strategies for helping obese patients are failing.

Obesity: 'Slim chance' of return to normal weight - BBC News

Reply

#2
Chinese smartphone giant Xiaomi has launched a $32 smart shoe - a product stemming from a partnership announced earlier this year with Chinese sports brand Li-Ning. The running shoes feature motion sensors and a Bluetooth chip that will allow them to connect with a mobile device for fitness tracking purposes. The shoes are said to be able to track distance, number of steps taken, calories burned, and "other fitness functions" - similar to other wearable fitness tracking products.

Xiaomi launches $32 smart running shoes - Electronics Eetimes

Massive solar panel factories. Fertility treatments. Friendly robots. Meet the companies reshaping the technology business.

MIT Technology Review’s 50 Smartest Companies 2015, from Tesla to Uber | MIT Technology Review

Caddies are traditionally paid 5% of the prize money for making a cut, 7% for finishing in the top 10, and 10% for winning a tournament according to Golf Digest's "undercover pro." If Spieth is using the same structure, his success on the golf course this season translates to a share of $866,534 for Greller. That would be enough for Greller to rank 93rd on the PGA Tour money list this season, ahead of 159 PGA Tour members.

Jordan Spieth's caddie has made $867,000 this season, more than 159 PGA Tour golfers

It's only a slight exaggeration to say that Apple has kneecapped Finland's economy. Its two biggest exports were Nokia phones and paper products, but, as the country's former prime minister Alex Stubb has said, the iPhone killed the former and the iPad killed the latter.

The euro is a disaster even for the countries that do everything right - The Washington Post

Countries such as Greece and France have shown how fast deaths can be reduced when a government bothers. Sometimes the nanny state works. In 1973, 17,000 people a year died on French roads. Then leaders such as Pierre Messmer and later Jacques Chirac took action. Speed limits were imposed, seat belts made compulsory, radars installed etc. It turns out that some tragedies aren’t inevitable. A generation ago around Europe, motorcycle accidents provided a reliable supply of organ donors. That ended after helmets became compulsory.

Our deadliest problem? Not terrorism - FT.com

Reply

#3
As the U.S. economy has recovered from the Great Recession, unemployment has fallen to a 5.3 percent rate. Yet wages have shown very little growth. Why hasn't pay increased as the labor market has tightened? One possible explanation is a change in the overall composition of jobs toward lower-paying occupations. This shift could occur in two ways.

The mystery of sluggish wage growth - CBS News

It's called Solar Paper, and as the name suggests, it's incredibly slim. You can slip it into your notebook for travelling, or clip it to your backpack to power up your phone on the go. It's also small – only a little bigger than a £10 note, in fact. Despite its slim proportions, it'll charge an iPhone 6 in about two and a half hours, which is about the same as from a plug socket.

Solar Paper claims to be the world's thinnest and lightest solar charger

Powerful speculators have launched an unprecedented attack on the world gold market, driving prices to a five-year low as commodities wilt and the US Federal Reserve prepares to tighten monetary policy. Spot prices slumped by more than 4pc to $1,086 an ounce in overnight trading after anonymous funds sold 57 tonnes of gold in Shanghai and New York, choosing the moment of minimum market liquidity in what appears to have been a synchronized strike intended to smash confidence. The move came after China’s central bank dismayed "gold bugs" by revealing that the country’s bullion reserves stand at just 1,658 tonnes, far lower than widely assumed. While holdings have risen 60pc since the last update in 2009, they are still a fraction of China’s total $3.7 trillion foreign exchange reserves.

Speculators smash gold as dollar squeeze tightens - Telegraph

by far the most important law for the economy over the last 50 years has been a technological one - Moore’s Law, the famous prediction by one of the founders of Intel that computing power would double roughly every two years. It has held true for a remarkably long time; the incredible power of cheap micro-chips has underpinned the internet revolution and just about every other form of technology. There is a problem, however. According to the people running Intel now, it may have come to an end. Chips are already so powerful it just isn’t going to be possible to keep doubling their speed, at least not nearly as quickly as in the past.

Four ways the end of Moore’s Law will change the economy - Telegraph

Irregular sleeping patterns have been "unequivocally" shown to lead to cancer in tests on mice, a study suggests. The report, in Current Biology, lends weight to concerns about the damaging impact of shift work on health. The researchers said women with a family risk of breast cancer should never work shifts, but cautioned that further tests in people were needed. The data also indicated the animals were 20% heavier despite eating the same amount of food.

Poor sleeping patterns link to cancer - BBC News

Reply

#4
In some European cities, NO2 levels are more than double World Health Organization guidelines, with diesel vehicles the single biggest contributor. Indeed air pollution as a whole causes more than 400,000 premature deaths in Europe, with road transport, and diesel in particular, contributing a meaningful chunk.

Diesel cars: Is it time to switch to a cleaner fuel? - BBC News

Assuming a current account surplus in Q2 of around $92bn, i.e. $16bn higher than in Q1 due to higher merchandise trade surplus, we estimate that around $142bn of capital left China in Q2, similar to the previous quarter. This brings the cumulative capital outflow over the past five quarters to $520bn.

China and those (more severe) capital outflows | FT Alphaville

First IBM Leapfrogged Intel to 7nm, now it's cut power -- by using a 0.3 supply voltage -- while simultaneously increasing speed at advanced nodes by boosting supply voltage during operations.

IBM slashes next-gen power - Electronics Eetimes

Micro Four Thirds cameras give you the flexibility of a digital SLR in a much smaller package. But what if you went a step further than that? What if you shrunk the camera down so it'd fit in your jeans pocket? That's the idea behind the E1 Camera. It's absolutely tiny – only just big enough to hold the lens

The E1 Camera is the smallest Micro Four Thirds camera ever

As part of a concept called PlasticRoad, VolkerWessels aims to build roads entirely from recycled plastic that has been salvaged from oceans and incineration plants.

A Dutch city is planning to build roads from recycled plastic - Business Insider

Reply

#5
Buyback factoid: ~20% of S&P 500 companies have reduced their share count by at least 4% year-over-year in each of the last five quarters(!!), and that appears to be continuing into Q2. As of [Tuesday] night, 92 companies in the S&P have reported Q2 earnings; 20 have reduced their share count by at least 4% year-over-year. That means earnings per share is 4% higher and P/E is 4% lower than a year ago for those companies.

The stock market is disappearing - Yahoo Finance

With the Baubax jacket, you can store all your stuff in its plethora of pockets. There's one for your glasses, one for your passport, one for a blanket, one for a phone, another for its charger and lots more. So when you go through security, you don't have to empty your pockets, you can just take the thing off and put your pockets right through the scanner. Once you're on the plane, the jacket keeps working for you. It's got slide-out gloves in case your hands get cold, plus there's a neck pillow built in that blows up with one puff, and an eye mask that descends from the super-jacket's hood. There's also a built-in pen/stylus for filling out those annoying forms and -- most fun of all -- a drink pocket that works a little like the Airhook. It stores a can of soda so that you can leave the tray table up.

Two smart ways to make plane travel better, now blowing up on Kickstarter - CNET

Some people feel music so strongly the sensations can be compared to sex. How does a good song move the body and mind in this way, asks David Robson.

BBC - Future - The strange phenomenon of musical 'skin orgasms'

There will be a world after the next crisis, whenever that crisis happens to come. Some will come out better than where they started. Some will be battered and bruised, but still standing. Sadly, some will lose everything. Your objective is not to be in that final group. If you think a crisis lies ahead (and historically, there’s never been a time when one hasn’t occurred, sooner or later), it makes sense to keep some cash on hand for new investments. Why? Because there tend to be more bargains around after a crash.

How to Deal with Crash Uncertainty

If there is a symbol of British ambivalence to Europe then it may be the euro itself. The capital of euro trading prospers outside the euro zone, but London's dominance of the $5.3 trillion-a-day foreign exchange market could wane if Britain left the European Union.     While British leaders have long resisted replacing pounds with euros, traders in the City of London financial center now buy and sell more than twice as many euros as the whole 19-member euro zone and more dollars than the United States.

'Brexit' fears haunt London's roaring trade in euros | Reuters

Reply

#6
The first details of how a drug could slow the pace of brain decline for patients with early stage Alzheimer's disease have emerged. Data from pharmaceutical company Eli Lilly suggests its solanezumab drug can cut the rate of the dementia's progression by about a third.

Early signs drug delays Alzheimer's - BBC News

Sadly, the answer is the latter. Within a split-second of laying eyes on you, others will have decided whether you are competent and trustworthy; whether you are a leader or a follower. And those prejudices might shape key events in your life, determining everything from your friendships to your bank balance.

BBC - Future - Is 'face-ism' spoiling your life?

My dad is a religious man and luckily for me he was able to tell them to come back the next day, to give him time to find out whether the accusation was correct. He came inside the house and started screaming. Finally, he said: "If these accusations are true, I will hand you over to them myself, happily." And I just stood there, not knowing what to do and what to say, or how to defend myself.

Why my own father would have let IS kill me - BBC News

Here is reality: Books on charts, or technical analysis, sell like hotcakes. People who try to extract what stocks, bonds, currencies, and commodities will do in the future love books that talk about candles, lines, support, resistance, and whether J. Welles Wilder's Average True Range is an Act of God. They adore the underlying arithmetic and calculus of the x- and y-axes, and sometimes even the z-axis, with a religious fervor. They sleep with pencil in hand. Two types of animals graze on the Cartesian plane—those who are purists and those who blend technical with fundamental and economic analysis. I am in the latter group.

Learn to Chart, Learn to Lose Less Money, Learn These Books - Bloomberg Business

Amsterdam has a long history of cycle schemes, with city authorities saying that 63 percent of the population use their bike daily. It's estimated that there are 800,000 bikes in Amsterdam, compared to 263,000 cars.

The city taking bikes off the road

Reply

#7
But with the technology advances that are presently on the horizon, not only low-skilled jobs are at risk; so are the jobs of knowledge workers. Too much is happening too fast. It will shake up entire industries and eliminate professions. Some new jobs will surely be created, but they will be few. And we won’t be able to retrain the people who lose their jobs, because, as I said to Andreessen, you can train an Andreessen to drive a cab, but you can’t retrain a laid-off cab driver to become an Andreessen. The jobs that will be created will require very specialized skills and higher levels of education — which most people don’t have.

We need to adapt capitalism to fit a robot-run future | VentureBeat | Science | by Vivek Wadhwa

One big advantage for Android is the number of manufacturers, which can drive the price down. After last year’s success of the OnePlus One, other manufacturers are now seeing opportunities to sell contract-free phones directly to consumers at a competitive price. The latest such offering is the Ubik Uno, which just launched on Kickstarter. Ubik’s goal is to offer a bezel-free flagship smartphone with a beautiful design, great display, solid performance, and an unbeatable price.

Ubik Uno Android Phone: Kickstarter, Price, Release Date, Etc | Digital Trends

So, while the tide of the market is going out and much of the market is trying to stay afloat, Cramer has pinpointed the strongest themes of the S&P as cybersecurity, athletic apparel, housing, drones and defense. Good luck to the rest; hope they know how to swim.

Cramer Remix: My unbelievable reaction to Amazon

Three years later, Berlin Brandenburg has wrecked careers and joined two other bloated projects—Stuttgart 21, a years-late railway station €2 billion over budget, and an €865 million concert hall in Hamburg—in tarnishing Germany’s reputation for order, efficiency, and engineering mastery.

How Berlin’s Futuristic Airport Became a $6 Billion Embarrassment - Bloomberg Business

At the very moment Merkel and her allies are hectoring the Greeks about their profligacy, the airport’s cost, borne by taxpayers, has tripled to €5.4 billion. Two airport company directors (including Schwarz), three technical chiefs, the architects, and dozens if not hundreds of others have been fired or forced to quit, or have left in disgust. The government spends €16 million per month just to prevent the huge facility from falling into disrepair. According to the most optimistic scenarios, it won’t check in its first passengers until 2017, and sunny pronouncements have long since given way to “catastrophe,” “farce,” and “the building site of horror.” There is a noted German word for the delight some took in the mess, too.

How Berlin’s Futuristic Airport Became a $6 Billion Embarrassment - Bloomberg Business

Reply



Forum Jump:


Users browsing this thread: 1 Guest(s)