What Does the Longest Bull Market Mean?: Kaissar vs. Ritholtz The run for stocks is now in the record books. So what? Bloomberg, August 23, 2018 There’s lots of disagreement about whether the...
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What Does the Longest Bull Market Mean?: Kaissar vs. Ritholtz The run for stocks is now in the record books. So what? Bloomberg, August 23, 2018 There’s lots of disagreement about whether the...
My midweek morning train reads: • Bed Addiction: How the Mattress Store Conquered America (City Lab) • Waymo’s Big Ambitions Slowed by Tech Trouble (The Information) • Why German Corporate Boards...
Ben Carlson wrote a wonderful analysis about one of my favorite subjects: Why StockMarkets Don’t Care About the News. Ben breaks it down into 5 specific categories: 1. Markets don’t care who the...
Information in the Yield Curve about Future Recessions Michael D. Bauer and Thomas M. Mertens FRBSF Economic Letter, August 27, 2018 The ability of the Treasury yield curve to predict future...
Bill Janeway is known as a “key creator of modern venture capital.” helped to created BEA Systems, which connected software applications to databases across much of the Internet. The initial cash...
My Two-for-Tuesday morning train reads: • Vanguard nips at BlackRock’s heels for fund crown (Financial Times) see also 5 Traits Of Successful Thematic ETFs (ETF.com) • Dear Investor, That Cocky...
@TBPInvictus here: Trump’s fond of talking about jobs, jobs, jobs, and how they’re “pouring” back into the country and being created in record numbers. Are they? let’s look at the private sector...
One Big Reason to Doubt Tech Has a Liberal Bias Above all, Silicon Valley’s denizens are capitalists and don’t want to alienate potential customers. Bloomberg, August 27, 2018. We had some...
Completely community hosted and driven, the first annual event looks to open up one of the world’s most pivotal tech communities for the future...
Reporting Profits Daily Would End Corporate Short-Termism Think there’s too much hoopla about quarterly earnings? Imagine if the circus moved to twice a year Bloomberg, August 20, 2018 Want...
*Sigh* Summer is ending, back to work, Monday morning train reads: • America Has Fallen Out of Love With the Sedan (Wall Street Journal) • 10 Things You May Not Know About the Great Depression...
While everyone is so busy looking at whether or not this bull market is longest ever or not — I say not — let’s look instead at the actual returns. Compared to the prior, post-World War II bulls,...
This is surprisingly interesting: The type of car we need (or want) can vary dramatically based on our stage of life. We used our data to explore which cars are most popular among different age...
RIP John McCain: Our Sunday morning reads: • 10 Reasons Why It’s Tough to be a True “Intelligent Investor” (Validea) • Why Middle-class Families Can No Longer Afford America (Knowledge@Wharton)...
“A Star is Born” stars four-time Oscar nominee Bradley Cooper and multiple award-winning, Oscar-nominated music superstar Lady Gaga, in her first leading role in a major motion picture. Cooper...
This week, Bill Janeway returns to MIB to update us his work as a venture capitalist. He is also a former Warburg Pincus banker. He attended Princeton undergrad, and earned his Ph.D. in economics...
The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat on the Ferry, and get ready for our longer form weekend reads: • How an Investment Legend Is Trying to Beat Yale...
Succinct Summations for the week ending August 24th, 2018 Positives: 1. Jobless claims fell to 210k w/o/w, down from previous week’s 212k. 2. MBA home mortgage applications rose a seasonally...
Don’t Bet on a Market Crash If Trump Gets Ousted Based on the past, major political events don’t have much effect. Bloomberg, August 24, 2018 Even by this president’s tumultuous term, this...