Yet through [the collapse of Theranos], former employees of the company have told me, Holmes had a bizarre way of acting like nothing was wrong. Even more peculiarly, she appeared happy."The company is falling apart, there are countless...

What is left unsaid by many articles on these healthy oldsters is the variety of fiber-rich foods in their diets.
This essay was initially distributed only to subscribers and patrons, but at the suggestion of some longtime subscribers, I'm sharing...

This week, we speak with Neil Dwane, a portfolio manager and global strategist with Allianz Global Investors, which manages about $591 billion dollars. He is a member of AllianzGI’s equity...

The weekend is here! Pour yourself a mug of Aggies Blend coffee, grab a seat by the window, and get ready for our longer form weekend reads: • The Greatest Investor You’ve Never Heard Of: An...

Succinct Summations for the week ending February 22nd, 2019 Positives: 1. U.S. indexes edged higher, the S&P now ~5% off all-time highs; 2. Same store sales rose 5.4% w/o/w, greater than previous...

  My quant panel is up — here are my questions for this sharp group. 1. Complexity: is it really required or is it just noise? Example: Ben Graham‘s simple low p/e type strategy outperformed the...

  My “In Search of Persistent Alpha” panel is up — its a great group (see below) Here are the questions I have tee’d up: 1. It has been a rough decade for those who pursue Alpha: The rise of...

Life Is Nasty, Brutish and Short for a New ETF The mortality rate for exchange-traded funds is high. A catchy ticker symbol can help. Bloomberg, February 15, 2019       New exchange-traded funds...

My end of week morning plane reads: • Different Kinds of Stupid (Collaborative Fund) • Zillow wants to be the one company you use to buy, sell, and finance your home (Basis Point) • How I’ve Made...

The 327 touring coupé and convertible was produced before and after the war by the Bavarian firm between 1937 and 1941, and again after 1945. Sportier, with 5 more HP than the 326, the M-78...

These are my suggested loophole-closing amendments.
Unfortunately, my recent essay Let's Face It: The U.S. Constitution Has Failed deeply offended readers whom I had no intent to offend. One reader even decided to stop reading my work, which is...

Zillow: – Half of All U.S. Homes Are More Valuable than Pre-Recession Peak; – The median U.S. home value is $217,300, up 8.3 percent over the past year; – Home values are 8.4 percent higher than...

My morning pre-flight reads: • Swiss Bankers, Chinese Billionaires, and the CEO Betting It All: Inside the fraught race to manage China’s money. (Institutional Investor) • Urban Organics Wants to...

  1. Patchwork of Marijuana Regulations in the USA
  2. Fed loses last shreds of credibility as it throws in towel on balance sheet reduction
  3. Supreme Court Puts Limits on Police Power to Seize Private Property
  4. MIT Sloan Investment Conference 2019
  5. Illegal SCRA Foreclosure Alert: Combat Vet Gets $125,000 In Damages
  6. 10 Wednesday AM Reads
  7. Why Teslas Costs So Much
  8. Let's Face It: The U.S. Constitution Has Failed
  9. Worried about Costs & Slowdown? Amazon Scuttles HQ2 Altogether, Plunges NY City Real Estate Industry "Into Despair" | Wolf Street
  10. MIB: How Do Ideas Multiply?
  11. Transcript: Joe Davis, Vanguard’s Chief Economist
  12. FHFA Inspector General Says Mel Watt Sexually Harassed A Woman
  13. 10 Tuesday AM Reads
  14. HQ2: Understanding What Happened & Why
  15. Which One Wins: Central Planning or Adaptive Networks?
  16. Housing Bubble? What Bubble?
  17. Chrysler Building Goes On The Market For Undisclosed Figure
  18. 10 President’s Day AM Reads
  19. Credit Exhaustion Is Global
  20. Why America's New Apartment Buildings All Look the Same

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