The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for...
Read More
This week, I speak with Anthony Yoseloff, Managing Partner and CIO of Davidson Kempner. Tony joined the firm in 1999. He...
Read More
My end-of-week morning train WFH reads: • The Market Check: Congress Blinks; Law Firms Cower; The Market Speaks. (Intrinsic Value by...
Read More
Yeah, yeah, more of me, I know. But this is a fun conversation with Pete Dominick discussing the economy, the market and of...
Read More
Daniel Rasmussen (“The Humble Investor”) and I both receive some kind words from the Wall Street Journal yesterday....
Read More
The transcript from this week’s, MiB: Lisa Shalett, CIO Morgan Stanley, is below. You can stream and download our full...
Read More
This market has been trying to digest a series of unexpected policy disappointments. Most corporate executives thought we...
Read More
My back-to-work morning train WFH reads: • Where We Stand: The Fiscal, Economic, and Distributional Effects of All U.S. Tariffs Enacted...
Read More
Fun conversation with a few of the fun folk over at IEX. If you recognize that name, its because their founder, Brad...
Read More
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Traders Fear Global FX Market May Be Less...
Read More
