Today in wonky economic ephemera: This morning, Thom Keene was discussing the possibility of zero growth, a slowdown or a recession. He specifically asking Citigroup’s Global Chief Economist...
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Today in wonky economic ephemera: This morning, Thom Keene was discussing the possibility of zero growth, a slowdown or a recession. He specifically asking Citigroup’s Global Chief Economist...
My mid-week morning train WFH reads: • What Stays and What Goes in a Post-Covid-19 World Some pandemic-induced consumer behavior will prove sticky, but not all. With effective vaccines on the...
This is a first: Martin Bamford of Informed Choice (Twitter, YouTube) made a video of our recent post, The Halfway Point: “Over the weekend, I read an inspiring blog from Barry Ritholtz, where he...
I built my reputation on being a blunt, honest and a bit off the center of mainstream. At the same time, no one wants to purposefully alienate half of their clients (or listeners or...
My Two-for-Tuesday morning train WFH reads: • This American Mess: Thanksgiving is here. Unfortunately, America is all over the place. Half of the states have travel restrictions of some kind. 4...
The transcript from this week’s, MiB: Dennis Lynch, Counterpoint Global, is below. You can stream and download our full conversation, including the podcast extras on iTunes, Spotify,...
What if your investing process was to find attractive companies to buy, regardless of style, size, or location? Once you have identified which of these companies have the greatest growth...
My back to work morning train WFH reads: • Zillow Surfing Is the Escape We All Need Right Now: Scrolling through real estate listings in far-flung destinations is a way to visualize an alternate...
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Conspiracy theories, explained Americans are embracing dangerous conspiratorial beliefs, from QAnon to...
This week, we speak with Dennis Lynch, Head of Counterpoint Global at Morgan Stanley Investment Management, running $130 billion. Several of the funds Lynch runs — Inception, Discovery,...
The weekend is here! Pour yourself a mug of French Brazil Daterra Sweet Blue RFA coffee, grab a seat in the sunshine, and get ready for our thought-provoking, longer-form, weekend reads: •...
Succinct Summations for the week ending November 20th, 2020 Positives: 1. Pfizer and Moderna vaccine progress teases a return to post-pandemic normal (mid-2021?). 2. Recounts and litigation...
Here is a shocking observation: The pandemic lockdown began in March of 2020. As of today, the two leading vaccine candidates from Pfizer and Moderna are requesting FDA approval for emergency...
My end of week morning train WFH reads: • There is no vaccine for misinformation Gallup poll found that 58% of Americans would be willing to be vaccinated against COVID. That still leaves 42% of...
What a wild story: The original owner of this 1976 Datsun 280Z drove the car 350 miles before partial disassembling and storing the vehicle for over 40 years. He sold it last year, and has since...
How Investment Advisors Invest Their Money “What you do speaks so loudly, I can’t hear what you’re saying” -Ralph Waldo Emerson Emerson’s simple but profound observation should not be so...
My morning train WFH reads: • A covid-fighting tool is buried in your phone. Turn it on. Millions of Americans now have access to free, anonymous coronavirus exposure notifications. Too bad so few...