10 Weekend Reads

The weekend is here! Pour yourself a mug of French Press coffee, grab a seat on a swinging chair, and get ready for our longer form weekend reads:

• GMO’s Mean-Reversion Strategy Is Tested in Today’s Market (Institutional Investor)
• Silicon Is Just Sand: Money, murder, and sadomasochism.  A journey into the hidden world of the Los Angeles tech boom. (Epic)
• Elon Musk Says It’s ‘Pencils Down’ for Tesla’s Model 3 (Bloomberg) see also Why Do We Haggle For Cars? (Priceonomics)
• Confessor. Feminist. Adult. What the Hell Happened to Howard Stern? (NYT Mag)
• Michael Lewis on The King of Human Error (Vanity Fair)
• The Case Against the Media, by the Media (NY Mag)
• What Does the Average Cannabis Consumer Look Like? (Headset)
• A Grand and Disastrous Deceit: The Report of the Iraq Inquiry (London Review of Books)
• A Republican intellectual explains why the Republican Party is going to die (Vox) see also How Donald Trump Broke The Conservative Movement (And My Heart) (Buzzfeed)
• A Fish So Coveted People Have Smuggled, Kidnapped, and Killed For It (Longreads)

Be sure to check out our Masters in Business interview this weekend with Gianni Kovacevic, a venture capital investor and energy expert, who just drove a Tesla cross country  – from Toronto, to Boston on to Florida, then across country to the Tesla factory in California.

 

How long can the Fed ignore the uptrend in inflation?

For how long cn the Fed and US fixed income investors ignore the uptrend in inflation

Source: Deutsche Bank Securities

 

 

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