The weekend is here! Pour yourself a mug of Rwanda Blue Bourbon coffee, grab a seat in bed, and get ready for our longer form weekend...
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Succinct Summations for the week ending November 22nd, 2019 Positives: 1. Q3 Earnings continue to come in stronger than expected; 2....
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Hedge Funds and Private Equity Need Full Disclosure Many function just like mutual funds or ETFs, yet operate behind a veil of secrecy....
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My end of week morning train reads: • How Alternative Data Is Giving Funds Greater Insight (CIO) • How our home delivery habit...
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OK, here’s an idea: Start with the current rear drive, 2-door, 6 or 8 cylinder internal combustion engine (ICE) Ford Mustang....
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This July MIB celebrated its 5-year anniversary; the 300th episode should role out sometimes next month. One of the questions I seem to...
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My morning train reads: • The Greatest Money-Making Machine of All Time (Of Dollars And Data) • What Powered Such a Great Decade For...
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Pete Dominick stopped by the office with recorders and mikes and cables and other paraphernalia. We chatted a bit about my process, how I...
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I’m fascinated by these sorts of allocation studies. They tend to be over broad and not necessarily reflective of all family...
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My mid-week morning train reads: • The collapse of the information ecosystem poses profound risks for humanity: The viral spread of...
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