Source: JPM Chase “Stop trying to put 10 pounds of shit in a 5 pound bag.” I had an editor who was very fond of telling me that. It was his way of suggesting I keep my columns short and tightly...
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Source: JPM Chase “Stop trying to put 10 pounds of shit in a 5 pound bag.” I had an editor who was very fond of telling me that. It was his way of suggesting I keep my columns short and tightly...
My morning train WFH reads: • Stock Market’s Big Winners: It’s All About the Cloud: As the Covid-19 disruptions show, prosperity depends on dealing with customers, suppliers and just about...
Interesting conversation yesterday about the economic “Recovery.” The people involved could not have been more different in their assessments and appeared to me to be projecting their own...
My mid-week morning train WFH reads: • What Happens to the Markets If There’s a Vaccine? A return to normal—when it comes—ought to be a boon for investors, but strategists see risks around the...
Top-Heavy Stock Indexes Are Nothing to Fear It’s not rare for a small group of equities such as Apple, Microsoft and Amazon.com to account for a large percentage of the S&P 500. Bloomberg, August...
My Two-for-Tuesday morning train WFH reads: • The 2020 comeback to record highs resembles storied market revivals of the past: The S&P 500 is up 50% over 100 trading days, taking it to the edge of...
Recessions are typically identified by the National Bureau of Economic Research months if not years after they begin. This is of little assistance to policy makers who need more timely information...
Its always nice to receive recognition for pod, and a perfect example is this list of Fifteen Must-Listen Business Podcasts for Advisors. You will recognize many of the podcasts here, but a...
The transcript from this week’s, MiB: Claudia Sahm, CEA & Federal Reserve Economist, is below. You can stream and download our full conversation, including the podcast extras on iTunes,...
My back to work morning train WFH reads: • Cognitive hacking as the new disinformation frontier: Persuasion doesn’t need to influence the majority of the public to be effective. It’s enough to...
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Through the years Buffett hung...
My helpful collection of resources and information for your easy like Sunday morning reads: How to Stay Safe: • How Face Masks Work and Which Types Offer the Best Covid-19 Protection (Wall Street...
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Trump Pandemic: Over 5 million infections; more than 200,000 dead. A blow-by-blow account of how the...
Voter suppression, election sabotage in Wisconsin Source: Thomas Kennedy @tomaskenn Some important things: • November 3rd, 2020 will be a very important election. • A concerted effort is...
This week, we speak with Claudia Sahm, former Section Chief at the Board of Governors of the Federal Reserve System, and Senior Economist at the Council of Economic Advisers for the Obama...