Total Return Major Global Assets from February 21, 2020 to February 23, 2021 Source: Deutsche Bank Before this pullback began, the market had experienced an epic 12 months. It dates back to...
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Total Return Major Global Assets from February 21, 2020 to February 23, 2021 Source: Deutsche Bank Before this pullback began, the market had experienced an epic 12 months. It dates back to...
My morning train WFH reads: • The Stock Market Is Usually Right Things got worse while stocks were recovering. They got so much worse. But the market saw that things would eventually get better....
After my interview with Peter Lynch last week, I jotted down some of my favorite highlights from our conversation. I argued that Fidelity Vice Chairman Peter Lynch has the greatest long-term track...
My mid-week morning train WFH reads: • One Year Later: 5 Ways the Pandemic Has Changed Investing A suffering economy, a generous Washington, the homebound blues—all have played a role in...
Source: Bloomberg Who is the GOAT? What investor is your pick for the “greatest of all time”? Many people will say Warren Buffett, whose annual letter came out this weekend. If the category...
My post-rally, Two-for-Tuesday morning train WFH reads: • What If Interest Rates Don’t Matter as Much as We Think? Just because stocks have done fine when rates have risen in the past doesn’t mean...
The transcript from this week’s, MiB: Jean Hyne, Wellington Management’s (incoming) CEO, is below. You can stream and download our full conversation, including the podcast extras on iTunes,...
There are only two female CEOs of large asset managers – and that’s only if we include Jean Hynes, the incoming CEO of Wellington Management. The firm has over $1 trillion client assets...
Welcome to March! My back to work morning train WFH reads: • Anyone Who’s Anyone Has a SPAC Right Now A once obscure financial maneuver becomes a celebrity flex. “I can’t believe we haven’t seen a...
My guest this coming week on Masters in Business is William Bernstein, someone whose work I have long admired. Our 2019 MiB is here. Below is a discussion loosely adopted from Bernstein’s...
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • A Festival of Lies The Republican leaders responsible for leading their party in the 2022 election cycle...
This week, we speak with Jean Hynes, incoming CEO of Wellington Management. The firm has over $1 trillion client assets under management. Hynes also runs the $51B Vanguard Healthcare Fund –...
The weekend is here! Pour yourself a mug of Portland Organic French Roast coffee, grab a seat by the window and get ready for our longer form weekend reads: • Sneakerheads Have Turned Jordans and...
Succinct Summations for the week ending February 26th, 2021 Positives: 1. Covid infection rate plummets 72% as USA appears to be closer to herd immunity. 2. FHFA House Price Index rose 1.1% m/o/m,...
I’m super excited to be a part of the 16th Annual MIT Sloan Investment Conference, held virtually today (February 26th, 2021). This year’s theme is “Investing in a New World.” This is my 4th...
My end of week morning train WFH reads: • Dot-Com Survivors Have Wisdom for the GameStop Crowd In October 1999, five months before the internet bubble burst, I wrote a cover story for Fortune...