It’s that time in the electoral calendar cycle where the media turns aggressively towards the economic and political news as...
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My mid-week morning train WFH reads: • As Trump warns of economic disaster, Wall Street grows giddy about Biden Traders in recent weeks...
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What happens when increasing debt, expanding wealth gaps, and the rise of a great power combine to challenge the existing hegemony? We...
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Home Price Changes, U.S. Cities, 2000-2020 click for interactive graphic Source: Visual Capitalist I am a sucker for any...
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My Two-for-Tuesday morning train WFH reads: • People Fear a Market Crash More Than They Have in Years Stocks could well rise despite...
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Mediocre SPAC Returns Shouldn’t Be a Surprise The latest Wall Street craze puts Sturgeon’s Law to the test. Bloomberg,...
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My back to work morning train WFH reads: • ‘Our Recent Performance Sucks.’ Here’s Your $10 Billion Back. A value investor who...
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Josh and I have a chat about our 2020 election bet – who will win, what will happen afterwards.
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The transcript from this week’s, MiB: Ray Dalio, Bridgewater Associates, is below. You can stream and download our full...
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Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • How Trump Sealed the GOP’s Suicide: It...
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