MiB: Growth at an Unreasonable Price
How do you outperform the S&P500 by a 1000 basis points in a year? For Tom Slater, head of the U.S. equities...
10 Tuesday AM Reads
My Two-for-Tuesday morning train WFH reads: • Small Businesses, Hit Hard by Pandemic, Are Being Starved of Credit Banks lend less to...
BBRG: Year-End Portfolio Tweaks for an Unusual Year
Year-End Portfolio Tweaks for an Unusual Year What not to do with your investments and taxes is just as important as what to do....
10 Monday AM Reads
My Winter Solstice morning train WFH reads for the shortest day of the year: • 2020: The year bitcoin went institutional Bitcoin is on...
Transcript: Tom Slater
The transcript from this week’s, MiB: Tom Slater, Baillie Gifford, is below. You can stream and download our full...
10 Sunday Reads
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Lie of the Year: Coronavirus downplay and...
MiB: Tom Slater, Baillie Gifford
This week, we speak with Tom Slater, who is head of the U.S. equities team and a decision maker on long-term global growth...
10 Weekend Reads
The weekend is here! Pour yourself a mug of El Borbollón coffee, grab a seat by the fire and get ready for our longer form weekend...
Succinct Summation of Week’s Events for 12.18.20
Succinct Summations for the week ending December 18th, 2020 Positives: 1. US begins distribution of Pfizer Covid vaccine; we are closer...
Cost of Financing US Deficits
Source: Peterson Institute for International Economics, As the Congress continues to debate the details of a Covid...