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Barry Ritholtz takes a victory lap   Our discussion begins at 3:40 and we go over how close I came to losing. I won the bet, but Josh had insight into the fact that the loser of the Presidential...

My end of week morning train WFH reads: • Attorney Roberta Kaplan is about to make Trump’s life extremely difficult Roberta Kaplan’s clients include writer E. Jean Carroll, who filed a defamation...

Like all Aston Martins, the Vantage is a beautiful, hand-built grand tourers (GT), with gorgeous line and perfect proportions. It sits on wide haunches in the rear, a long bonnet up front, and...

    I have a lot of fun discussing markets, direct indexing and EVs with Joel Weber and Eric Balchunas: It’s a new year, and maybe a new you. There’s also a completely new political landscape in...

Today is the first full day of a new administration. I hope the news flow can begin to return to normal. Let’s hope so. Here are my morning WFH reads: • Farewell to the Trump Administration’s...

Five Drivers of Markets in a Biden Administration The reasons to be bullish on stocks continue to mount. Bloomberg, January 20, 2021     Government spending only accounts for about 20% to 25% of...

Its finally here: Inauguration day! Kick off the new presidency with our morning reads: • Biden Should…  What’s one surprising thing Biden should do as president? 14 wonks and journalists from...

    How would you like your active asset manager to only charge you for the alpha they generate? Even better, what if they refund fees when they fail to provide beta? That is the approach...

It is our 1,460th — and final — day of the Trump Administration. Finish strong with our morning reads: • The 15 most notable lies of Donald Trump’s presidency So many to choose from! These are the...

     The transcript from this week’s, MiB: Adam Karr, Orbis Investments, is below. You can stream and download our full conversation, including the podcast extras on iTunes, Spotify, Stitcher,...

Photo by Markus Winkler from Pexels     I have long used the example of guests at a cocktail party in my (absurdly-long) blog comment policy. I was reminded how beautifully the metaphor applies to...

My 3 day weekend reads: • His bike was stolen in Virginia. His response was to collect bikes to fix and give away to people in need. Pruitt, an assistant rector at the Church of the Holy Spirit in...

The Republicans’ Familiar, Troubling Plan to Torpedo Biden’s Presidency Fiscally reckless GOP leaders are already laying the groundwork to attack spending under a Democratic administration. Bruce...

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • A premeditated lie lit the fire Trump’s refusal to believe the election results was premeditated. He had...

     This week, we speak with Adam Karr, portfolio manager at Orbis Investments and head of the firm’s US division. Orbis manages $37B in assets, and has a unique fee approach, where they only...

The weekend is here! Pour yourself a mug of French Roast coffee, grab a seat by the fire, and get ready for our longer form weekend reads: • Elon Musk Loves China, and China Loves Him Back—for Now...

Succinct Summations for the week ending January 15th, 2021 Positives: 1. This Presidency is in its final days; I welcome a return to boring 2. Home mortgage apps rose 8.0% w/o/w. 3. Home refinance...