Transcript: Tom Hancock, GMO
The transcript from this week’s, MiB: Tom Hancock, GMO Focused Equity, is below. You can stream and download our...
Retail as a Service
Back in the bad old days of mainframes, “Time-sharing” was how computing power and database storage were provided to...
Update 2: Porsche 911 EV Conversion
Our story so far: In 2022, I signed up with Moment Motors to get in their queue for an EV conversion. Thus began the hunt...
10 Sunday Reads
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Three AI insights for hard-charging,...
10 Weekend Reads
The weekend is here! Pour yourself a mug of coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • So,...
MiB: Tom Hancock, GMO Focused Equity
This week, we speak with Tom Hancock, a partner at GMO LLC, where he is also head of the Focused Equity team. He manages the...
State Coincident Indexes Improve
A quick follow-up to last month’s note on slipping coincident indicators: December was relatively stable compared to the...
At the Money: Forecasting Recessions
At the Money: Forecasting Recessions with Claudia Sahm (January 31, 2024 ) Investors don’t like recessions. But how...
Transcript: Sarah Kirshbaum Levy, CEO Betterment
The transcript from this week’s, MiB: Sarah Kirshbaum Levy, CEO Betterment, is below. You can stream and download our...
RWM is Coming to Naples, Florida!
Exciting news! In a few weeks, we are heading down to Naples, Florida, where we just launched a new office! Everybody knows...