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Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • How Trump Sealed the GOP’s Suicide: It didn’t have to go this way—with the GOP becoming a cult of...
A Broken Census Can Break Democracy The census is best known for determining how we the people are represented. But it also quietly defends our democracy from deeper problems. Bruce Bartlett, The...
This week, we speak with Ray Dalio, founder and Chairman of Bridgewater Associates, the world’s largest hedge fund. Dalio is known for his practical yet unconventional understanding of economics,...
The weekend is here! Pour yourself a mug of Le Mans coffee, grab a seat where you can see the leaves turn, and get ready for our longer form weekend reads: • Psychology, Behavior & Markets “Human...
https://www.wsj.com/articles/the-making-of-led-zeppelins-whole-lotta-love-1401390281 Small Faces You need lovin Willie Dixon was not credited for the song until he sued Led Zeppelin in 1985.. It...
Succinct Summations for the week ending October 23rd, 2020 Positives: 1. Markets find their footing as stimulus talks continue; 2. Jobless claims fell 55k w/o/w from 842k to 787k. 3. Housing...
Yesterday’s column, Mediocre SPAC Returns Shouldn’t Be a Surprise, was ostensibly about special-purpose acquisition vehicles. But really, it could have been on anything. Not-so-hidden within...
My end of week morning train WFH reads: • Stocks Typically Climb, Regardless of Who’s in the White House Nonetheless, some analysts are drawing comparisons to 2000 when a contested election led to...
I’ve had an old SL, and a newish SLK, and have almost purchased other cabriolet’s from Mercedes Benz. The CLS was an intriguing sedan, the new S Coupe is quite lovely, and the GLE was test driven...
Mediocre SPAC Returns Shouldn’t Be a Surprise The latest Wall Street craze puts Sturgeon’s Law to the test. Bloomberg, October 22, 2020 This week’s column is on why most SPACs do poorly. The...
My morning train WFH reads: • Dear IRR: It’s Not You, It’s Me. An investor’s defense of a maligned metric. (Institutional Investor) • China Has a Few Things to Teach the U.S. Economy Fiscal...
This is what I want for my birthday: Over 900 tracks in this beautiful 75 CD Box Set. (Universal 2008). Available on Amazon for low, low price of $2,472.52. I’ll understand if you only send a card...
Source: Bloomberg Today’s must read column is by Sarah Ponczek of Bloomberg News: Epic S&P 500 Rally Is Powered by Assets You Can’t See or Touch discusses several consequential issues...
My mid-week morning train WFH reads: • Blockchain, the amazing solution for almost nothing Blockchain technology is going to change everything: the shipping industry, the financial system,...
I am participating on a panel with some interesting people tonight about the state of the economy, markets, climate, justice, etc. all in time for the election. The group behind this has done a...
@ritholtz Trying again w proper privacy settings🤦♂️Barry, my brother @Gobbblesand I are big #MastersInBusiness fans. We also like to have a drink from time to time so we decided to make a...
My Two-for-Tuesday morning train WFH reads: • At some point over the next century, the stock market will lose more than 20% of its value in a single day. Maybe this doesn’t seem like useful...