Transcript: Alex Morris, “Buffett and Munger Unscripted
The transcript from this week’s, MiB: Alex Morris, “Buffett and Munger Unscripted,” is below. You can...
My back-to-work morning train WFH reads: • Broadening the Base: more than 60% of stocks beat the S&P 500 in June and July: A...
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Why does everything feel like a scam? Hanna...
The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads:...
There has been a lot of discussion about the impact of AI slop on writing and other creative works. I can’t speak to...
My end-of-week morning train WFH reads: • Why Does Everything Feel Like a Scam?: Hanna Horvath on the corrosive effect of price...
My morning reads: • What Are Bond Markets Telling Us? Interest rates are up — but don’t panic: I have a message for future...
Recent claims of the “Closing of the K” are wishful thinking. I have a longish piece on this that I plan to cut down to a...
My mid-week morning train WFH reads: • How Wall Street Sussed Out That Situational Awareness Was on the Ropes: From whispers of...