My morning train reads:
• Investing in Fine Art the Securitized Way (Wealth Management)
• Buffett’s Been Quiet, But His Philosophy Still Speaks Volumes (Bloomberg)
• Hulbert: What’s going on with interest rates? (Marketwatch)
• Can Steve Schwarzman Be Replicated? Private equity “beta” can be replicated by quants for a fraction of the costs. But will investors sign on? (Institutional Investor)
• Damodaran: From Shareholder wealth to Stakeholder interests: CEO Capitulation or Empty Doublespeak? (Musings on Markets)
• 2020 Porsche Taycan EV Review: We Drive the Tesla Fighter! (Automobile)
• Game Changer? Challenge to Pension Plan Could Bring More Lawsuits (Chief Investment Officer)
• Amazon Isn’t Looming as an Automatic World Conqueror (Bloomberg) see also The Missing Piece of Amazon’s New York Debacle: It Kept a Burn Book (Wall Street Journal)
• Andrew Luck retired young, and was hailed for his courage. Barry Sanders was called a quitter. (Washington Post)
• Listen: Julia Louis-Dreyfus on Playing ‘Lovable Assholes,’ and Tony Hale on That ‘Veep’ Finale Gut Punch (Variety)
What are you reading? Tell me here with #Reads.
U.S. Recession Signals Go Beyond Treasury-Yield Inversion
Source: Dave Wilson
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