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:...
Read More
This week, I speak with Neil Dutta, head of economics at Renaissance Macro Research. Neil leads their...
Read More
My end-of-week morning train WFH reads: • The Boomer Home Dilemma: Millennials aren’t ready to inherit the homes they grew up...
Read More
I wanted to drop a quick note about recent CPI data and how tariffs are impacting inflation. There is a fundamental...
Read More
My morning train WFH reads: • Shake the Valuation Fixation: Whatever their level and whichever flavor you prefer, price-to-earnings...
Read More
At The Money: The Right Way to Spend Your Money in Retirement (July 16, 2025) One of the biggest challenges of...
Read More
The transcript from this week’s, MiB: Richard Bernstein, CEO / CIO of RBA, is below. You can stream and download our full...
Read More
Nick’s Tweet sent me hunting to track down what eventually became my favorite negative review of “Bailout...
Read More
My morning train WFH reads: • How to invest your enormous inheritance: What do you stand to inherit? It still feels like a question...
Read More
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • This Secretive Company Built An Empire By...
Read More
