This week, we speak with Fidelity‘s Will Danoff, who manages the firm’s storied Contrafund. The large-cap growth fund has $139 billion in assets under management. During Danoff’s 30-year tenure,...

The weekend is here! Pour yourself a mug of French Guatemalan Organic Finca Ceylan SHG RFA coffee, grab a seat on the front porch, and get ready for our longer form weekend reads: • Deep Dive on...

Succinct Summations for the week ending September 11th, 2020 Positives: 1. Markets rally back from deep multi day sell off. 2. Home mortgage apps rose 3.0% w/o/w, improved 0.2%. 3. CPI rose 0.4%...

  Never shared this story about Bill Meehan before but today is a day to remember. #RIP ⁦⁦@billmeehan⁩ @jimcramer ⁦@ritholtz⁩ #NeverForget 🇺🇸 pic.twitter.com/QouJxSoZcb — Todd Harrison...

My end of week morning train WFH reads: • 9.11 Stories: Facts, Horrid and Stubborn: Still, there is a huge difference between, on the one hand, story, spin, or packaging and, on the other,...

We should all look so good after 50+ years. For my money, the Martin DB5 is one of the most beautiful sports cars ever made. The lines, proportions, that front grill & lights, and that perfect...

The "system" known as a city, now bloated and overgrown by decades of mal-investment, will be forced to become self-supporting.

So let's look at the urban exodus that's exciting so much commentary. Two essays pin each end of the urban...

Ed Wong of the The Atlantic is one of the best science writers covering Covid-19 today. His consistently smart, insightful pieces are deep dives into the complexities and risks of the pandemic....

How has the pandemic changed working lives? Source: Economist     I was having a conversation over Facetime with one of my colleagues yesterday about what has — and has not — changed since the...

My “Bob Woodward-free” morning train WFH reads: • Institutions Beware: Retail Investors Plan Massive Asset Shift Based on U.S. Elections Nearly two-thirds of individual investors plan to make...

Source: YCharts (my annotation)     Above is the chart I discussed on BTV yesterday; it shows the Nasdaq 100 from the March lows of  7020 to the peak 12,420.5 then correction that began last week...

My mid-week morning train WFH reads: • How To Make Investment Bets On November Elections: “Positioning for this or any presidential election is a fool’s errand” (IBD) • Shopify, Suddenly Worth...

Should investors be optimists or pessimists? According to Morgan Housel, the answer is both. In his new book, The Psychology of Money: Timeless lessons on wealth, greed, and happiness, he explains...

Source: ourworldindata     Every Tuesday for the past 7 years, I get an email. It is a reminder I send to myself via Followupthen. It contains a short list of restaurant phone numbers. The gentle...

Welcome back to work! Our Tuesday morning train WFH reads: • The Stock Market Barely Faltered in the 1918-20 Pandemic. Is History Repeating Itself? When Covid-19 hit, a lot of bullish investors...

    The transcript from this week’s, MiB: Morgan Housel, is below. You can stream and download our full conversation, including the podcast extras on iTunes, Spotify, Overcast, Google, Bloomberg,...