NYSBA Sets Up Task Force To Tackle The Pandemic Of Crazy And Insane New York Attorneys
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I have been mulling over a somewhat contrarian theory as to why the US markets seem to have decoupled from the U.S. economy. I have a commentary with lots of data on this coming Monday, but I...
My end of week morning train WFH reads: • The world falls apart as the US withdraws: An administration that cannot govern makes a stark contrast with China (Financial Times) • The Tanger Outlets...
Not every older Ferrari is beautiful or collectible. There is an entire run of cars in the 1970s — a not especially great era for automotive design — that we can all do without. I never found the...
After a small...
Is the Stock Market Overvalued, Cheap or Just Right? A Debate Valuation metrics can help in investment decisions, but they’re also subject to misuse and misinterpretation. Bloomberg, July 9, 2020...
My morning train WFH reads: • Will Mega-Stimulus Bring Inflation After COVID and Recession Are Gone? Unlikely. Here’s why, despite all that federal money sloshing around in the system, price rises...
Source: Real Economy Blog Joe Brusuelas does some very interesting work in “the middle market,” e.g., midsize companies. His recent analysis of where the Coronavirus is being managed well and...
Source: Birinyi Associates I really enjoy the regular updates the crew at Birinyi do on stock buybacks. In the most recent note, Chris Costelloe observes that “There were 25 new authorizations...
My mid-week morning train WFH reads: • The Pandemic Is the World’s Long Overdue Reality Check: Populists came to power peddling political fantasies—but the coronavirus has broken the fever....