Succinct Summations for the week ending September 18th, 2020 Positives: 1. Progress continues to be made on Covid vaccines and treatments. 2. Jobless claims fell 33k w/o/w. 3. Housing market index...
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Succinct Summations for the week ending September 18th, 2020 Positives: 1. Progress continues to be made on Covid vaccines and treatments. 2. Jobless claims fell 33k w/o/w. 3. Housing market index...
Source: Startupsventurecapital Does Private Equity Warrant a Spot in Retirement Accounts? The debate is fierce, ranging from investor discrimination to poor performance. By Nir Kaissar and...
My end of week morning train WFH reads: • Bill Gates Warns Climate Change Is an Even Harder Problem Than the Pandemic: The world could use some big breakthroughs—a vaccine to combat coronavirus...
Has there ever been a sexier, more beautiful convertible? This car presents in a lovely combination of Regency Red, black convertible top over a gray leather interior. Powered by a...
This is why inflation will rip everyone's faces off: production will continue to stagnate no matter how many trillions the Federal Reserve prints and throws around.
This is how market capitalism is supposed to work: consumers decide (for whatever...
Source: Distribution Channels for Mutual Funds Retail Sales Today’s discussion is a little “inside baseball,” but stay with me on this. Imagine going to your doctor, who diagnoses you with a...
My morning train WFH reads: • Starbucks, monetary superpower: Starbucks has around $1.6 billion in stored value card liabilities outstanding. This represents the sum of all physical gift cards...
Art Cashin is Director of Floor Operations for UBS, where he also serves as a managing director of UBS Financial Services Inc. He has worked on the floor at the New York Stock Exchange for over...
Does Private Equity Warrant a Spot in Retirement Accounts? The debate is fierce, ranging from investor discrimination to poor performance. By Nir Kaissar and Barry Ritholtz Bloomberg,...
My mid-week morning train WFH reads: • How the Fed’s Quick Action May Have Given Congress Cover for Inaction: By doing its job of stabilizing the financial system, it has reduced the sense of...
Barry Ritholtz, founder of Ritholtz Wealth Management and a Bloomberg Opinion columnist, says the Chinese government will not sell TikTok because of the value of its underlying algorithm. He...
The old office on Park Avenue, photography by JB 7 years ago today, I opened a large purple rolling suitcase in my office, packed my dual monitor, 32 Gigs of RAM Hewlett Packard PC — it had MS...
My Two-for-Tuesday morning train WFH reads: • Oracle’s TikTok deal accomplishes nothing: Adding a ‘trusted tech partner’ only addresses a sliver of the national security concerns (The Verge) but...
Will Danoff is an outlier: The manager of Fidelity‘s storied Contrafund is the sole person in charge of the $139 billion large-cap growth fund, making the fund largest single-manager run fund in...
The transcript from this week’s, MiB: Fidelity Contrafund’s Will Danoff, is below. You can stream and download our full conversation, including the podcast extras on iTunes, Spotify, Overcast,...
My back to work morning train WFH reads: • Experience Is The Best Teacher: Wealth’s born in bear, not bull markets (A Teachable Moment) • How the Changing Energy Picture Affects Investments: The...
My helpful collection of resources and information for your easy like Sunday morning reads: How to Stay Safe: • America Is Trapped in a Pandemic Spiral: As the U.S. heads toward the winter, the...