Succinct Summations for 1.17.20
Succinct Summations for the week ending January 17th, 2020 Positives: 1. New all time highs are always bullish! 2. Home mortgage apps...
Kawhi Leonard, Please Buy a New Car
No One Gets Rich by Shunning New Cars and Lattes The spending scolds always make the same errors about personal finance. Bloomberg,...
10 Friday AM Reads
My end of week morning train reads: • Nobody Makes Money Like Apollo’s Ruthless Founder Leon Black (Businessweek) • Perpetual...
2003 BMW Z8
I have previously made mention of the Z8 as “one that got away.” In the early 2000s, I missed the opportunity to pick up one...
Forget Happiness; Think Satisfaction
Source: Robert Wood Johnson Foundation via WaPo The past week, I have been writing about making smarter spending decisions,...
10 Thursday AM Reads
My morning train reads: • The Evil List: Which tech companies are really doing the most harm? Here are the 30 most dangerous, ranked by...
China’s Growing Influence Around the World
Chinese Financing is Fueling Megaprojects Around the World Source: Visual Capitalist Research lab AidData (part of W&M...
Advise accordingly . . .
SNL- Don’t Buy Stuff. Hat tip Rob L. Wow, that was surprising. Monday’s column on buying a new car (or...
10 Wednesday AM Reads
My mid-week morning train reads: • The Tokyo Job: Inside Carlos Ghosn’s Escape to Beirut (Businessweek) • The ROI of snacks: How...
MiB: How to Build “Concentrated, High Conviction” Portfolios
If you want better portfolios you must begin with companies that are “inherently better businesses.” So says Matthew Benkendorf, CIO...