If I were building a Jay Leno like garage, I would include one of the rarest BMWs — the 507. The roadster was produced by BMW from 1956 to 1959, and only 252 cars were sold over that three-year...
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If I were building a Jay Leno like garage, I would include one of the rarest BMWs — the 507. The roadster was produced by BMW from 1956 to 1959, and only 252 cars were sold over that three-year...
My partner Josh is not only a first-rate CEO, he is a deeply insightful person whose judgment and insights I rely on everyday. He has grown so much from the guy I met poolside at Lindzon...
My morning train WFH reads: • Texas Electric Bills Were $28 Billion Higher Under Deregulation Competition in the electricity-supply business promised reliable power at a more affordable cost (Wall...
Barry Ritholtz, a Bloomberg Opinion columnist, sees a shift to ESG in corporate America. He speaks with Bloomberg’s Tom Keene and Lisa Abramowicz on “Bloomberg Surveillance.” Ritholtz’s opinions...
My mid-week morning train WFH reads: • How Jeffrey Gundlach Gets Ready for Higher Rates Check out the Bond King’s model portfolio designed to hedge against inflation and—oh, yeah—deflation, too....
Are We In A Stock Market Bubble? Source: LinkedIn I mentioned Ray Dalio’s Bubble post yesterday, and I thought it was worth a few minutes to put some more flesh on the bones of the work that...
My Two-for-Tuesday morning train WFH reads: • The 20th Annual Rich List, the Definitive Ranking of What Hedge Fund Managers Earned in 2020 A bad year for humanity was a wonderful year for the...
Overlooked in the hype about SPACs is the truism they are an innovative financial structure that serves a very specific purpose: a superior source of capital for mid-sized companies over the...
Top Sources Americans Use to Make Investment Decisions (2001-2019) Source: Visual Capitalist Nice visualization (based on a study by the Brunswick Group) looking at the sources of information...
The transcript from this week’s, MiB: Doug Braunstein, Hudson Executive Capital, is below. You can stream and download our full conversation, including the podcast extras on iTunes, Spotify,...
My back to work morning train WFH reads: • The Texas Crisis Shows (Again) There’s No Such Thing as a Natural Disaster We can’t do anything to stop hazards from occurring, although we do seem to be...
I Was a Rush Limbaugh Whisperer His radio show was once a vital outlet of conservative news—and I was one of his sources. But it became increasingly divorced from reality, like much of right-wing...
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Texas Freeze: Why the Power Grid Failed The state’s electricity system was considered a model. This...
This week, we speak with Doug Braunstein, founder and managing partner at Hudson Executive Capital, which has underwritten several successful SPAC offerings, with $1.6B in AUM. Previously, he...
The weekend is here! Pour yourself a mug of Brooklyn Roasting Company 3D coffee, grab a seat by the fire, and get ready for our longer form weekend reads: • Bill Gates Has a Master Plan for...
Succinct Summations for the week ending February 19th, 2021 Positives: 1. More good news on Vaccines + Vaccinations, falling infections + hosptilizations. 2. Housing market index is at 84 for...
CEOs Exit the Trump Era With Reputations Intact Maybe the idea that “shareholder primacy” is no longer the sole purpose of a corporation is finally taking hold. Bloomberg, February 16, 2021 ...