My end of week morning train WFH reads: • How Mars became the prize for a new space race — and why China is hellbent on winning it Looking at its achievements over the past decade, nobody would...
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My end of week morning train WFH reads: • How Mars became the prize for a new space race — and why China is hellbent on winning it Looking at its achievements over the past decade, nobody would...
I am intrigued by the 1950s era of American automobiles. I have never really considered owning one, but the post-war automotive design during as unique era is fascinating. The Roadmaster sedan was...
Debates between various schools of economic thought keep playing out in the public policy sphere. We saw this in 2008-09 within economics, as debates raged about how best to respond to the...
My morning train WFH reads: • At 93, She Waged War on JPMorgan—and Her Own Grandsons Beverley Schottenstein said two grandsons who managed her money at JPMorgan forged documents, ran up...
Why it is so challenging determining precisely where we are in the market cycle? The challenge, according to Ben Inker, head of Asset Allocation at GMO is that the United States has never...
This is perhaps the most profound thing I could say about market timing: “Bottoms are easier to spot and harder to act on; It is easy to see a ‘false top,’ and much easier to act on it.” Barry...
My mid-week morning train WFH reads: • Biden’s huge bet: the economic consequences of ‘acting big’ Joe Biden’s strategy for the US economy is the most radical departure from prevailing policies...
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 ...
My Two-for-Tuesday morning train WFH reads: • Biden and the Fed Leave 1970s Inflation Fears Behind After years of dire inflation predictions that failed to pan out, the people who run fiscal and...
The transcript from this week’s, MiB: Ben Inker, GMO, is below. You can stream and download our full conversation, including the podcast extras on iTunes, Spotify, Stitcher, Google,...
Source: Advisor Perspectives After I wrote a few pieces about the social media firms banning bad actors (including POTUS) on their platforms, Robert Huebscher of Advisor Perspectives reached...
My 3 day weekend morning reads: • It’ll Do: Impeachment did not prevail, but Trump still lost. Thanks to their integrity, a clear majority of the Senate voted to condemn the former president as an...
The launch of Disney+ has brought a bit of magic to a company whose stock had taken a nosedive after the coronavirus shut down theme parks and movie theaters. WSJ explains how Disney’s streaming...
Philippa Dunne is one of the editors of The Liscio Report, an independent research newsletter focusing on the U.S. labor market, debt issues, and international flows. Their work includes...
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Lie After Lie: Listen to How Trump Built His Alternate Reality A 38-minute video shows how Donald J....
This week, we speak with Ben Inker, head of Asset Allocation at GMO. The legendary Boston-based institutional investor manages about $60 billion in assets. During Dotcom implosion, GMO’s US...
The weekend is here! Pour yourself a mug of Vienna Mexican coffee, grab a seat by the fire, and get ready for our longer form weekend reads: • The Secret History of the Shadow Campaign That Saved...
Succinct Summations for the week ending February 12th, 2021 Positives: 1. 159 million vaccinations worldwide, including 48 million in US have been given, with the US averaging 1.62 million doses...