Differences

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--- journalists_notes [2023/08/02 18:12] – [regurgitation] raju
+++ journalists_notes [2024/04/18 04:19] – [to the point] raju
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+==== quality journalism ====
+  * Dana MattioliFollow and Sarah Nassauer. See for example https://www.wsj.com/business/retail/amazon-secret-operation-intel-rivals-eb82ea3c?mod=hp_lead_pos7
+==== to the point ====
+  * Jack Denton - https://www.barrons.com/authors/jack-denton - writes {to the point; easy to read}. See for example https://www.barrons.com/amp/articles/home-depot-to-acquire-srs-distribution-bfd55f53 , https://www.barrons.com/amp/articles/sam-bankman-fried-sbf-ftx-verdict-sentencing-33185555
+  * Josh Nathan-Kazis - https://www.barrons.com/authors/josh-nathan-kazis - writes {to the point; easy to read}. See for example https://www.barrons.com/amp/articles/bird-flu-virus-human-cow-cattle-texas-e4eaa491
 ==== authors I like ====
-  * Jacob SonenshineFollow and Nicholas JasinskiFollow - their articles have {good analysis; to the point; easy to read}. See https://www.barrons.com/articles/earnings-stocks-gains-rally-outlook-fff4ad0c for an example.
+  * Andrew Bary - https://www.barrons.com/authors/andrew-bary - writes {easy to read; correct numbers; plenty of data; good analysis}. See https://www.barrons.com/amp/articles/berkshire-hathaway-earnings-stock-price-8f61fc76 for an example.
+  * Evie Liu - writes {good analysis; to the point; easy to read; plenty of data and statistics; provides evidence to backup claims}. See https://www.barrons.com/articles/china-graphite-exports-ev-batteries-4bdab59?mod=hp_LEAD_4 for an example
+  * Jacob Sonenshine and Nicholas Jasinski - their articles have {good analysis; to the point; easy to read}. See https://www.barrons.com/articles/earnings-stocks-gains-rally-outlook-fff4ad0c for an example.
+  * Jack Hough - {good analysis; explains how the business works and builds case in a good way}. See https://www.barrons.com/amp/articles/annaly-capital-sports-mortgage-reit-dividend-stock-price-3972cdfb for an example.
   * James Somers - He writes very well. See https://www.newyorker.com/magazine/2018/12/10/the-friendship-that-made-google-huge for an example of his work. It profiles Jeff Dean and Sanjay Ghemawat, two google engineers who together changed the course of Google - and the Internet. <WRAP>
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 ==== sensational headlines ====
+  * Megan Cassella: [sensational headlines, low information density]. Examples: <nowiki>https://www.barrons.com/amp/articles/fed-balance-sheet-5a9bdb18</nowiki>. The headline of the article is "The Fed’s Balance Sheet Held Steady This Week. Why It Matters." The article did not explain why it matters.
   * Orla McCaffrey writes articles with sensational headlines. \\ See for example: <nowiki>https://www.wsj.com/articles/mortgage-rates-drop-after-three-weeks-of-increases-11656597927?mod=hp_lead_pos3</nowiki> . \\ Here the mortgage rates dropped from 5.81% (on 2022-06-23) to 5.7% (on 2022-06-30). A year ago, they were 2.98% (on 2021-07-01). So the 0.11% is not much... but the title of the article is "Mortgage Rates Drop After Three Weeks of Increases". Also, see the graphic in the article to see what a hyped up article this is.
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 aka articles with low information density, articles that make mountains of molehills
   * Ignore articles from Al Root (https://www.barrons.com/authors/al-root?mod=article_byline). For example, in https://www.barrons.com/articles/tesla-dividend-paying-stock-covered-calls-2041cf03?mod=hp_columnists, his big idea 'to turn Tesla into a Dividend-Paying stock' is to sell covered calls.
+  * Ignore articles from Karishma Vanjani (https://www.barrons.com/authors/karishma-vanjani?mod=article_byline). She does not seem to have a clue. For example,
+    * In https://www.barrons.com/articles/treasury-bonds-buy-sell-c8a5f1b4 - Why Treasuries Are Less Risky After Years of Losses, she says Treasuries are less risky now as they have low duration. She also compares the yield on 30-year Treausuries with SPX but ignores the fact that SPX would appreciate over that time but Treasuries will not.
+    * In https://www.barrons.com/amp/articles/treasury-auction-bond-yields-stock-market-db08c04b , she says weak demand at 30-year treasury bond auction caused the market to go down. She is wrong. The market (went / started going) down at 1 pm but the 30-year treasury bond auction happened at 2 pm.
+    * https://www.barrons.com/amp/articles/fed-meeting-rate-cuts-balance-sheet-f79f6526 - example of another fluffy article.
 ==== Height of desperation ====
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 ==== regurgitation ====
   * <nowiki>http://www.frequentbusinesstraveler.com/2020/01/state-department-urges-u-s-citizens-to-leave-iraq-immediately</nowiki> is just a blogspam of the original State Dept announcement: https://travel.state.gov/content/travel/en/international-travel/International-Travel-Country-Information-Pages/Iraq.html. Instead of visiting <nowiki>http://www.frequentbusinesstraveler.com</nowiki>, try to go directly to the primary source.
+==== spaghetti ====
+  * Geoff Nudelman write spaghetti articles (convoluted; difficult to read). For example, https://www.barrons.com/articles/billionaire-ken-griffin-donates-50-million-to-fund-florida-hospital-neuroscience-care-expansion-90ee7cff?mod=article_inline&mod=hp_LEADSUPP_3 . Try to skip this author if possible.