Subject: Share the View 2: Blackstone Trims Down
From: "Bloomberg View" <[email-masked]>
To: <[email-masked]>
Date: Fri, 10 Oct 2014 10:02:54 -0600

Share The View
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The Latest Opinions From Bloomberg View

October 10, 2014

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bloombergview.com 

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Companies 

Katie Benner: "This fall's big corporate trend is to split fast-growing businesses from those that are advancing more slowly. ... Who might be next? One company that could benefit is Blackstone." 
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China 

The Editors: "With Hong Kong protest leaders calling their supporters out onto the streets again, there's good reason to doubt whether talks with the government that were expected today will ever take place, let alone whether they could accomplish anything." 
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Adam Minter: "Take your pick: Air pollution or earthquakes? This is a choice China faces as it shifts its electricity generation from coal-fired plants to hydroelectric dams." 
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Investing 

Noah Smith: "Stated simply, the Efficient Markets Hypothesis, or EMH, is this: Anything you know, the market already knows. ... It has become very fashionable to ridicule and dismiss the EMH." Is this wise? 
http://click.email.bloomberg.com/?qs=0a44a2862c015844ad132db961b7afd77f8855cbf06117d5ada20ed2fa2dd225 
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@Ritholtz (Barry Ritholtz): Wherein I correct Nobel laureate Daniel Kahneman's math: The Hitlers and Stalins we never knew: 
http://click.email.bloomberg.com/?qs=0a44a2862c0158449adbafc85a0af7d72931fcda61e0e323a8d3e9b51be826e9 
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Economic Policy 

Mohamed A. El-Erian: "Outside of crisis periods -- and we aren't in one -- the U.S. Federal Reserve normally behaves and speaks as if the U.S. is essentially a closed economy. Not so at its last policy meeting." 
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Japan 

William Pesek: "Earlier this week, Japan's media were exultant over a Nobel Prize in Physics award to three native sons. So it came as a shock when, rather than pop another champagne cork, co-honoree Shuji Nakamura poured cold water on the fete." 
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Europe 

Mark Gilbert: "The U.K. is sleepwalking toward a departure from the European Union, much as it almost lost Scotland in a vote on independence last month." 
http://click.email.bloomberg.com/?qs=8b71ff9915b1cc6d96a3cc37b4c56ebc2aa3649c7d5c4730420e4d0c9303a939 
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Matt Qvortrup: "Here's a paradox: The more Britain tries to leave Europe, the more like Europe it becomes." 
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India 

Dhiraj Nayyar: "As part of his campaign to revive India, Prime Minister Narendra Modi has vowed to clear away some of the cobwebs choking the country's legal and business sectors. ... The real problem involves a raft of laws that lend themselves to exploitation, impeding business and government efficiency even today." 
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News Roundup 

Matt Levine
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(Read the news roundup) 

	- Bill Gross is doing things. 
http://click.email.bloomberg.com/?qs=8b71ff9915b1cc6dd2bffd10682942a4577e68ed7f1c648d03c1627dbe330c76 
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	- Edward Quince, secret Federal Reserve chair. 
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	- Morgan Stanley is still doing private equity. 
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Barry Ritholtz 
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(Read the news roundup) 

	- Why did the stock market plummet Thursday? 
http://click.email.bloomberg.com/?qs=f456ab16ac2992071cd166852c5b0337889eb794cee9036908b95d59cbd57d7f 
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	- The man who smuggles Trader Joe's into Canada:
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	- 11 charts that should make people embarrassed about the US healthcare system: 
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Jonathan Bernstein 
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(Read the news roundup) 

	- Want to know about the late-breaking news on voting law? 
http://click.email.bloomberg.com/?qs=f456ab16ac299207999964f9f760636a01a87a0919d0253ff98b86518f95ba91 
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	- Is media sensationalism inviting a rush to war? 
http://click.email.bloomberg.com/?qs=f456ab16ac299207834206c5ba41ef69579faff2df63690138ec7e9258cb77e4 
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	- Jordan Ragusa matches brands with votes. 
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