The borough's apartment-vacancy rate in June rose to the highest on record [the vacancy rate climbed to 3.67%, a record in data going back to August 2006. The rate had never before topped 3%, according to Miller.]. Available listings surged 85%...
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The transcript from this week’s, MiB: Bill Miller of Miller Value Partners, is below. You can stream and download our full conversation, including the podcast extras on iTunes, Spotify,...
Big Tech Drives the Stock Market Without Much U.S. Help The Fang stocks get lots of their sales from countries that are doing better at managing the pandemic and reopening. Bloomberg, July 13,...
My back to work morning train WFH reads: • The Political Genius of John Roberts: The chief justice stood up to Trump, placated Democrats, and scored indisputable points for judicial supremacy....
Source: Visual Capitalist
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Before we get into the specifics of this fraud, some reminders: (1) The IRS will never call you to initiate an examination or audit. If you receive a call from someone supposedly from the...
My helpful collection of resources and information for your easy like Sunday morning reads: How to Stay Safe: • America Is Being Way Too Calm About Covid-19 (Bloomberg) • Grave Shortages of...
This week on our Masters in Business interview, Bill Miller of Miller Value Partners, which manages $2 billion in client assets. Miller is best known for running Legg Mason’s Capital Management...
The weekend is here! Pour yourself a mug of Organic Fair Trade French Mexican coffee, grab a seat by the window, and get ready for our longer form weekend reads: • Who gets to be reckless on Wall...
Succinct Summations for the week ending July 10th, 2020. Positives: 1. Despite terrible news flow, Markets stabilize, recover. 2. Home mortgage apps rose 5.0% w/o/w, above the expected decrease of...
I have been mulling over a somewhat contrarian theory as to why the US markets seem to have decoupled from the U.S. economy. I have a commentary with lots of data on this coming Monday, but I...
My end of week morning train WFH reads: • The world falls apart as the US withdraws: An administration that cannot govern makes a stark contrast with China (Financial Times) • The Tanger Outlets...
Not every older Ferrari is beautiful or collectible. There is an entire run of cars in the 1970s — a not especially great era for automotive design — that we can all do without. I never found the...