Trillions: Welcome to 2021
I have a lot of fun discussing markets, direct indexing and EVs with Joel Weber and Eric Balchunas on their podcast...
10 Thursday AM Reads
Today is the first full day of a new administration. Here’s hoping the news flow returns to normal. Kick it off with your morning...
BBRG: Five Drivers of Markets in a Biden Administration
Five Drivers of Markets in a Biden Administration The reasons to be bullish on stocks continue to mount. Bloomberg, January 20, 2021...
10 Inauguration Day AM Reads
Its finally here: Inauguration day! Kick off the new presidency with our morning reads: • Biden Should… What’s one surprising...
MiB: Only Charging a Fee When They Outperform
How would you like your active asset manager to only charge you for the alpha they generate? Even better, what if they...
10 Tuesday AM Reads
It is our 1,460th — and final — day of the Trump Administration. Finish strong with our morning reads: • The 15 most...
Tyranny & Terms of Service
Photo by Markus Winkler from Pexels I have long used the example of guests at a cocktail party in my (absurdly-long)...
10 MLK Day Reads
My 3 day weekend reads: • His bike was stolen in Virginia. His response was to collect bikes to fix and give away to people in need....
Transcript: Adam Karr
The transcript from this week’s, MiB: Adam Karr, Orbis Investments, is below. You can stream and download...
GOP’s Familiar, Troubling Plan to Torpedo Biden’s...
The Republicans’ Familiar, Troubling Plan to Torpedo Biden’s Presidency Fiscally reckless GOP leaders are already laying the...