Pathlight Investors’ Top Recommended Reads - August 2013

  • Posted on: 9 December 2015
  • By: admin

Ready for some more great articles?  Here's our pick for August 2013:  

Macro Themes & Political Issues
Big defense contractors are weathering the federal budget sequester far more easily than they projected, in part because they have gradually eliminated jobs over the past few years in anticipation of spending cuts.  Washington Post  http://goo.gl/SARjW8

Global Currencies, Sovereign Debt, Munis, and Interest Rates
Europe increasingly is an earnings tailwind - "As far as I can tell, the big story this earnings season is the turn in Europe, and it's simply not being reported," Cramer said. “It shocks me."  CNBC   http://goo.gl/HbZTe

China rail construction to pick up?  China Business News reported state-run China Railway Corp. may increase investment for railway construction this year – Bloomberg   http://goo.gl/hqw0s6

And On A Lighter Note…

 Nannies trained like 007 could be option for royal couple: http://goo.gl/FqrMnP