Source: Harvard Business School In their morning note, Philippa Dunne & Doug Henwood made passing reference to last year’s volume, A Recovery Squandered The State of U.S. Competitiveness 2019.”...
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Source: Harvard Business School In their morning note, Philippa Dunne & Doug Henwood made passing reference to last year’s volume, A Recovery Squandered The State of U.S. Competitiveness 2019.”...
My mid-week morning train WFH reads: • The 2020s Will be the Decade of Customization For Financial Advisors In the 2020s, customization will be the next step in investing technology. The three...
S&P 500 CAPE ratio now above 1929 levels for the only time apart from 1998-2001 Source: Jim Reid, Deutsche Bank One of the things that market analysts love to do is to compare recent market...
My Two-for-Tuesday morning train WFH reads: • Investment Advice From Psychologist and Poker Star Maria Konnikova: Poker, much like investing, is a balance between skill and chance, says Maria...
What do you do when yields plummet and bonds lose much of their appeal? You ignore the conventional wisdom, find relative performance, and hunt for inefficiencies caused by institutional habits....
The transcript from this week’s, MiB: Mike Swell, co-head Global Fixed Income, Goldman Sachs is below. You can stream and download our full conversation, including the podcast extras on...
My back to work morning train WFH reads: • How Pfizer Delivered a Covid Vaccine in Record Time: Crazy Deadlines, a Pushy CEO Albert Bourla and his team overcame unproven science and manufacturing...
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Secrecy and spin: How Florida’s governor misled the public on the COVID-19 pandemic Throughout the...
This week, we speak with Mike Swell, co-head of global fixed income portfolio management at Goldman Sachs Asset Management (GSAM), where he is responsible for co-leading the global team of...
The weekend is here! Pour yourself a mug of Tucson Coffee Roasters Monsoon coffee, grab a seat by the fire, and get ready for our longer form weekend reads: • The Essex Boys: How Nine Traders Hit...
Succinct Summations for the week ending December 11th, 2020 Positives: 1. FDA Approval of Pfizer Covid Vaccine means distribution is imminent; 2. Job openings rose from 6.494M to 6.652M in...
Uber, the ubiquitous on demand app that turned people’s spare time and cars into a global fleet taxis, is the gold standard of market disruption via an app. Consider the forces that Uber...
My end of week morning train WFH reads: • Asset Destruction: “I am so sorry.” These are the only four words that come to mind. I don’t know what else to say to an investor who’s been sold a load...
What happens if you were to cross the design ethos of the Bugatti Chiron with the clean power and range of hydrogen fuel cell mated to an electric powertrain? The result is the Hyperion XP-1...
Who Can Investors Listen to When Everybody’s Wrong? There are lessons in the deductive reasoning errors and faulty data analyses that often lead even the savviest market participants astray....
My morning train WFH reads: • Pandemic Villains: Robinhood. Have a pair of gangly Stanford grads built the perfect mousetrap? As the world went into lockdown and the global economy into a spiral...