Succinct Summations for the week ending February 26th, 2021 Positives: 1. Covid infection rate plummets 72% as USA appears to be closer...
Read More
I’m super excited to be a part of the 16th Annual MIT Sloan Investment Conference, held virtually today (February...
Read More
My end of week morning train WFH reads: • Dot-Com Survivors Have Wisdom for the GameStop Crowd In October 1999, five months before the...
Read More
If I were building a Jay Leno like garage, I would include one of the rarest BMWs — the 507. The roadster was produced by BMW from...
Read More
My partner Josh is not only a first-rate CEO, he is a deeply insightful person whose judgment and insights I rely on...
Read More
My morning train WFH reads: • Texas Electric Bills Were $28 Billion Higher Under Deregulation Competition in the electricity-supply...
Read More
Barry Ritholtz, a Bloomberg Opinion columnist, sees a shift to ESG in corporate America. He speaks with Bloomberg’s Tom Keene and...
Read More
My mid-week morning train WFH reads: • How Jeffrey Gundlach Gets Ready for Higher Rates Check out the Bond King’s model portfolio...
Read More
Are We In A Stock Market Bubble? Source: LinkedIn I mentioned Ray Dalio’s Bubble post yesterday, and I thought it was...
Read More
My Two-for-Tuesday morning train WFH reads: • The 20th Annual Rich List, the Definitive Ranking of What Hedge Fund Managers Earned in...
Read More
