This week, we speak with Catherine Keating, CEO of BNY Mellon Wealth Management. Keating oversees $265 billion in client assets of BNY Mellon’s total $2 trillion AUM. Prior to joining BNY...
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This week, we speak with Catherine Keating, CEO of BNY Mellon Wealth Management. Keating oversees $265 billion in client assets of BNY Mellon’s total $2 trillion AUM. Prior to joining BNY...
The weekend is here! Pour yourself a mug of Brazilian Peaberry Volcanica coffee, grab a seat by the fire, and get ready for our longer form weekend reads: • Why did renewables become so cheap so...
Succinct Summations for the week ending December 4th, 2020 Positives: 1. November saw the strongest market gains in 30 years. 2. Unemployment rate fell from 6.9% to 6.7% m/o/m. 3. Home mortgage...
The modern Anti-Vaxxer movement of recent years traces its origins to a paper published in The Lancet in 1998 by (then Dr.) Andrew Wakefield linking 12 children who developed autism soon after...
My end of week morning train WFH reads: • The ‘everything rally’: vaccines prompts wave of market exuberance The backdrop to such a frenzy seems improbable. The second coronavirus wave is...
Last week, I referenced the new BMW iX All Electric SUV. SUVs, Pickups and Crossovers are huge in America, even as more efficient hybrids and zero emissions EVs continue to grab market share....
Fun conversation with my pal Pete Dominick for his podcast “Stand Up with Pete Dominick.” Before we began we chatted about weight loss and gain in the time of covid, and he was so pleased with...
My morning train WFH reads: • Measurement Not Prediction I remain skeptical of thematic and fundamental approaches. The former because it relies on prediction. The latter, because of how they map...
This is the time of year when firms trot out their annual Year in Preview outlooks. These are counter-productive exercises for investors. First off, most are little more than guesses. I mean...
My mid-week morning train WFH reads: • Deliver a safe, effective COVID-19 vaccine in less than a year? Impossible. Meet Moncef Slaoui. As science adviser of Operation Warp Speed, the veteran...
I have been working on a post-2020 “Lessons for Investors” column, when I stumbled upon an interesting Nate Silver post mortem discussion (above + ABC). His pre-election forecast was a 90/10%...
Welcome to December! My Two-for-Tuesday morning train WFH reads: • ‘It’s Been Amazing’: November’s Record Moves in Charts November that will go down in the history books. Small caps rose the most...
The transcript from this week’s, MiB: Greg Fleming, Rockefeller Capital Management, is below. You can stream and download our full conversation, including the podcast extras on iTunes,...
Consider all of these deals: The spinout of Blackrock from Merrill Lynch; the purchase of Merrill Lynch by Bank of America; the sale of the Miami Marlins baseball team; the conversion of the...
My back to work morning train WFH reads: • Goodbye, San Francisco. Hello, Austin. The question of who gets paid what, where, continues to drive a lot of these decisions. Reddit became the latest...
Bush Doesn’t Look Better in Hindsight. He Looks Worse. The forty-third president set the stage for a world-historical dimwit to run the nation into the ground. Bruce Bartlett TNR November 23, 2020...
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • 20 days of fantasy and failure: Inside Trump’s quest to overturn the election: The result was an election...