My morning train reads: • One Doctor’s Life on the Coronavirus Front Lines. ‘If We Fail, What Happens to You All?’ (Wall Street Journal) • Questions Every Investor Needs To Ask Themselves Right...
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My morning train reads: • One Doctor’s Life on the Coronavirus Front Lines. ‘If We Fail, What Happens to You All?’ (Wall Street Journal) • Questions Every Investor Needs To Ask Themselves Right...
Source: Chief Investment Officer This is impressive: Despite last week’s stock wipe-out, the heavyweight US exchanges continue to lord it over all the world’s major bourses. Thanks to...
The Democrat establishment came together and crushed Bernie Sanders, AGAIN! Even the fact that Elizabeth Warren stayed in the race was devastating to Bernie and allowed Sleepy Joe to unthinkably...
My mid-week morning train reads: • A Misplaced Faith in the Power of Central Banks: Monetary policy tools are ill-suited and almost out of ammunition, but fiscal policy has plenty of firepower....
It's the first unscheduled, emergency rate cut since 2008, and it also marks...
What should you do about an interventionist central bank that pretends to be a laisse faire regulator? That was the main topic in our Masters in Business conversation with Danielle DiMartino...
My Two-for-Tuesday morning train reads: • Tim Cook and Apple Bet Everything on China. Then Coronavirus Hit. (WSJ) see also Coronavirus Tests Limits of Central Bank Firepower (NYT) • Can We Get a...
As coronavirus spreads to the US, John Oliver discusses what’s being done to fight the illness, what’s gone wrong, and how to stay safe. Coronavirus: Last Week Tonight with John Oliver (HBO)...
Source: Mike Batnick I am back from the least relaxing vacation ever. Not due to the market, but family issues (Mom’s recovering from a pacemaker implant) and that meant this was not the sort...
The transcript from this week’s MiB: Danielle DiMartino Booth, is below. You can stream and download our full conversation, including the podcast extras, on Apple...
My (really) back to work morning train reads: • Probability Neglect: The Cognitive Bias That Makes Us Panic About Coronavirus (Bloomberg) • Should I Sell My Stocks? see also (Irrelevant Investor)...
Source: Bloomberg Green This gets updated in real time, via Bloomberg data
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My easy like Sunday morning policy reads: • Wall Street’s coronavirus panic means little for Americans without wealth to invest (USA Today) • The police want your phone data. Here’s what they can...
This week, I sit down with Danielle DiMartino Booth, founder of Quill Intelligence, a research and analytics firm, where she is CEO and chief strategist. Previously, she served nine years at the...
The weekend is here! Pour yourself a mug of French Press coffee, grab a seat by the beach, and get ready for our longer form weekend reads: • Bob Iger, king of Disneyland (Economist) • The Dow Had...
Succinct Summations for the week ending February 28th, 2020: Positives: 1. Orderly 10% repricing of markets has yet to turn into full blown panic. 2. New home sales rose 764k m/o/m, above the...