Rich-poor divide accelerating, says OECD – BBC News 05-15-13

Salient to Investors: The OECD said: The gap between rich and poor widened more in the 3 years to 2010 than in the previous 12 years. The richest 10% of society in the 33 OECD countries received 9.5 times that of the poorest in terms of income, versus 9 times in 2007.

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What’s Lost When Shareholders Rule – Harvard Business Review 05-13-13

Salient to Investors: Colin Mayer at Harvard writes: British capitalism is the textbook description of how to organize capital markets and corporate sectors. Yet the performance of the British economy has been mediocre, with much of the population dissatisfied with economic and social conditions, large-scale manufacturing that has been decimated, decades of underinvestment

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Diminished Housing Wealth Effect Keeps Pressure on Fed – Bloomberg 05-05-13

Salient to Investors: The wealth effect from rising house prices may no longer be as effective in spurring the US economy as homeowners increasingly pay down mortgage principal and shorten maturities. Freddie Mac said cash-in refinancings outnumbered cash-outs by more than 2-to-1 in Q4 2012. Amir Sufi at the University of Chicago said the

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