|
|
Five Drivers of Markets in a Biden Administration The reasons to be bullish on stocks continue to mount. Bloomberg, January 20, 2021 Government spending only accounts for about 20% to 25% of...
Its finally here: Inauguration day! Kick off the new presidency with our morning reads: • Biden Should… What’s one surprising thing Biden should do as president? 14 wonks and journalists from...
How would you like your active asset manager to only charge you for the alpha they generate? Even better, what if they refund fees when they fail to provide beta? That is the approach...
It is our 1,460th — and final — day of the Trump Administration. Finish strong with our morning reads: • The 15 most notable lies of Donald Trump’s presidency So many to choose from! These are the...
The transcript from this week’s, MiB: Adam Karr, Orbis Investments, is below. You can stream and download our full conversation, including the podcast extras on iTunes, Spotify, Stitcher,...
Photo by Markus Winkler from Pexels I have long used the example of guests at a cocktail party in my (absurdly-long) blog comment policy. I was reminded how beautifully the metaphor applies to...
My 3 day weekend reads: • His bike was stolen in Virginia. His response was to collect bikes to fix and give away to people in need. Pruitt, an assistant rector at the Church of the Holy Spirit in...
The Republicans’ Familiar, Troubling Plan to Torpedo Biden’s Presidency Fiscally reckless GOP leaders are already laying the groundwork to attack spending under a Democratic administration. Bruce...
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • A premeditated lie lit the fire Trump’s refusal to believe the election results was premeditated. He had...
This week, we speak with Adam Karr, portfolio manager at Orbis Investments and head of the firm’s US division. Orbis manages $37B in assets, and has a unique fee approach, where they only...
The weekend is here! Pour yourself a mug of French Roast coffee, grab a seat by the fire, and get ready for our longer form weekend reads: • Elon Musk Loves China, and China Loves Him Back—for Now...
Succinct Summations for the week ending January 15th, 2021 Positives: 1. This Presidency is in its final days; I welcome a return to boring 2. Home mortgage apps rose 8.0% w/o/w. 3. Home refinance...
click for video Source: Asset TV I spoke with Jenna Dagenhart of Asset TV about what a productive & miserable year 2020 was. We also go over what it was like launching RWM, along with some of...
My end of week morning train WFH reads: • The Covid-19 Death Toll Is Even Worse Than It Looks: More than 2.8 million people have lost their lives due to the pandemic, as Deaths surged more than...
In its early days, Maserati spent most of its time and effort with motorsports. Road cars were an afterthought. This changed in the late 1950s, with the introduction of 1960 Maserati 3500GT. The...
Source: How Much I am otherwise occupied this morning on a few pressing matters, but I had to share this chart from How Much annotating the markets fall and recovery in 2020. It is a reminder...
My morning train WFH reads: • tHe fUtUrE oF mOnEy Don’t Forget Your Bitcoins: One thing that soothes this envy is reading about people who bought Bitcoin early for nothing and are now theoretical...