First they came for the unions. Reagan fired the air traffic controllers and ever since, “union” has been a dirty word, “Norma Rae” was released in 1979, during the Carter administration. Then...
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First they came for the unions. Reagan fired the air traffic controllers and ever since, “union” has been a dirty word, “Norma Rae” was released in 1979, during the Carter administration. Then...
My easy like Sunday morning policy reads: • Deutsche Bank’s Perilous Pursuit of Profit: From Nazi collaboration to money laundering, a new book chronicles the German bank’s “trail of destruction.”...
This week, we speak with Brian Deese, Global head of Sustainable Investing for Blackrock. The firm manages over $7 trillion in assets. He helps the firm use ESG as a risk measure across all of...
The weekend is here! Pour yourself a mug of Mocha Java coffee, grab a seat in first class, and get ready for our longer form weekend reads: • Can San Francisco be saved? The first city of the U.S....
Succinct Summations for the week ending February 21st, 2020: Positives: 1. Spread of Coronavirus slows in China; a full blown pandemic seems less likely; 2. Index of leading indicators rose 0.8%...
This is rather astonishing data, consistent with the slow, but improving, Household Formation data we have seen: According to the U.S. Census Bureau shows state marriage and divorce rates using...
My end of week morning train reads: • Levered Long (Irrelevant Investor) see also When Does Investing Become Speculation? (Morningstar) • In America’s Richest Town, $500k a Year Is Now Below...
I don’t really know much about the Talbot-Lago name other then this: they once created the single most beautiful car ever made. After WW2, the company produced high-performance racing cars and for...
This keeps coming up over and over again: How do we define what a bubble is? I am not a fan of the dry academic definitions. Take Nasdaq’s site as an example: They describe a bubble as “A market...
My morning train reads: • Investing Is Solved. Advice Is The Real Challenge (ETF Trends) • Ugh: WTF? Forget Dow 30K. It’s Already Hit 40K on License Plates (WSJ) • The Dangerous Democratization of...
I have been having an ongoing debate with a friend who is part of the contingency of people who blame the Fed for many of the evils in the America. I have been posting on the Federal Reserve for...
My mid-week morning train reads: • US’s passive investing juggernauts break new ground in Britain (Financial Times) • Is PE Having Its WeWork Moment…??? (Adventures in Capitalism) • Some Lessons...