MIB: Ash Carter, Secretary of Defense
This week, we speak with former Secretary of Defense Ash Carter, who is a five-time recipient of the DOD Distinguished Public Service...
10 Weekend Reads
The weekend is here! Pour yourself a mug of Philz coffee, grab a seat by the fire, and get ready for our longer form weekend reads: •...
Succinct Summation of Week’s Events 11.15.19
Succinct Summations for the week ending November 15th, 2019 Positives: 1. Markets make new all time highs — the most bullish thing...
Why Are Investors Embracing More Risk?
Low Returns Stoke Investor Appetite for Risk Yes, the returns can be big, but the odds of underperforming also go up. Bloomberg, November...
10 Friday AM Reads
My end of week morning train reads: • Five market axioms that can no longer be relied upon (Financial Times) • A Blunt Assessment:...
Yardeni: 67% of Buybacks Are Used to Offset Employee Stock...
I have been reading Dr. Ed Yardeni’s research for close to 2 decades – I have always appreciated his data driven approach to thinking...
Value Has Never Been This Cheap vs. Momentum
Source: Bank of America Merrill Lynch The chart above is quite amazing. It comes to use from Savita Subramanian, who runs the...
10 Thursday AM Reads
My morning train reads: • How the Dumb Design of a WWII Plane Led to the Apple Macintosh (Wired) • Why Value Investing Sucks...
Blackstone CEO Stephen Schwarzman Interview
Blackstone Group Inc. Chairman and Chief Executive Officer Stephen Schwarzman talks about his philanthropic efforts in the U.S. and in...