One of Economic’s great mysteries has long been the lack of measurable productivity growth in America. Whenever we look at this issue, three likely possibilities seem to fall into one of...
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One of Economic’s great mysteries has long been the lack of measurable productivity growth in America. Whenever we look at this issue, three likely possibilities seem to fall into one of...
My mid-week morning train WFH reads: • The home of the Sopranos is under siege: Inside the battle for the soul of HBO AT&T CEO John Stankey wants to make HBO the centerpiece of a new mission:...
What does the bank that was founded in 1784 by Alexander Hamilton, and whose very first client was Eliza Hamilton, do for an encore? That is the challenge facing Catherine Keating, the CEO of...
My Two-for-Tuesday morning train WFH reads: • Long a Holdout From Covid-19 Restrictions, Sweden Ends Its Pandemic Experiment A late autumn surge in infections led to rising hospitalizations and...
The transcript from this week’s, MiB: Catherine Keating, BNY Mellon Wealth Management, is below. You can stream and download our full conversation, including the podcast extras on iTunes,...
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 back to work morning train WFH reads: • Electric-Car Companies Are Now Half the Worth of the World’s 10 Most Valuable Automakers: Stop dissing electric-car companies already: 2020 was the year...
I tell Tom Keene on “Bloomberg Surveillance: “The unprecedented comes along all the time…32 new highs in the market? Unprecedented. The pandemic? Unprecedented. As Ray Dalio loves to point out,...
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Fox News Is Holding More Cards Than Trump Realizes In the weeks since he lost his re-election bid, Trump...
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...