This is the time of year when firms trot out their annual Year in Preview outlooks. These are counter-productive exercises for investors. First off, most are little more than guesses. I mean...
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This is the time of year when firms trot out their annual Year in Preview outlooks. These are counter-productive exercises for investors. First off, most are little more than guesses. I mean...
My mid-week morning train WFH reads: • Deliver a safe, effective COVID-19 vaccine in less than a year? Impossible. Meet Moncef Slaoui. As science adviser of Operation Warp Speed, the veteran...
I have been working on a post-2020 “Lessons for Investors” column, when I stumbled upon an interesting Nate Silver post mortem discussion (above + ABC). His pre-election forecast was a 90/10%...
Welcome to December! My Two-for-Tuesday morning train WFH reads: • ‘It’s Been Amazing’: November’s Record Moves in Charts November that will go down in the history books. Small caps rose the most...
The transcript from this week’s, MiB: Greg Fleming, Rockefeller Capital Management, is below. You can stream and download our full conversation, including the podcast extras on iTunes,...
Consider all of these deals: The spinout of Blackrock from Merrill Lynch; the purchase of Merrill Lynch by Bank of America; the sale of the Miami Marlins baseball team; the conversion of the...
My back to work morning train WFH reads: • Goodbye, San Francisco. Hello, Austin. The question of who gets paid what, where, continues to drive a lot of these decisions. Reddit became the latest...
Bush Doesn’t Look Better in Hindsight. He Looks Worse. The forty-third president set the stage for a world-historical dimwit to run the nation into the ground. Bruce Bartlett TNR November 23, 2020...
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • 20 days of fantasy and failure: Inside Trump’s quest to overturn the election: The result was an election...
This week, we speak with Greg Fleming, founding CEO of Rockefeller Capital Management based on the prior Rockefeller Family Office. They have about $43 billion in AUM. Previously, Fleming was...
The weekend is here! Pour yourself a mug of Brazil Daterra Estate Sweet Blue RFA coffee, grab a seat by the fountain, and get ready for our longer form weekend reads: • Everyone you know uses...
Succinct Summations for the week ending November 27th, 2020 Positives: 1. POTUS belatedly admits loss, allows GSA to begin transition. 2. Home mortgage apps rose 4.0% for the second straight week....
When I was young and broke, carrying undergrad/grad school loans, I lived in Manhattan — an expensive city I couldn’t really afford. My first apartment on 17th street near 3rd Avenue was a 3rd...
For a while, BMW had an electric and a plug in hybrid that were competitive in their space in the automaker’s i subbrand. The gorgeous but woefully underpowered BMW i8 was 357-horsepower,...
My end of week morning train WFH reads: • Beat Black Friday Traps with Six Expert Behavioural Money Tips Shoppers will spend billions during the Black Friday and Cyber Monday sales. Retailers use...
Source: Covid Tracking Project Some good and bad news this week in COVID-19. The three vaccine updates show real promise of creating herd immunity. That means there is an end point in sight....
My Turkey Day reads: What are you thankful for? • Pope Francis: A Crisis Reveals What Is in Our Hearts: To come out of this pandemic better than we went in, we must let ourselves be touched by...