Last week, I referenced the new BMW iX All Electric SUV. SUVs, Pickups and Crossovers are huge in America, even as more efficient...
Read More
Fun conversation with my pal Pete Dominick for his podcast “Stand Up with Pete Dominick.” Before we began we...
Read More
My morning train WFH reads: • Measurement Not Prediction I remain skeptical of thematic and fundamental approaches. The former because...
Read More
This is the time of year when firms trot out their annual Year in Preview outlooks. These are counter-productive exercises for...
Read More
My mid-week morning train WFH reads: • Deliver a safe, effective COVID-19 vaccine in less than a year? Impossible. Meet Moncef Slaoui....
Read More
I have been working on a post-2020 “Lessons for Investors” column, when I stumbled upon an interesting Nate...
Read More
Welcome to December! My Two-for-Tuesday morning train WFH reads: • ‘It’s Been Amazing’: November’s Record Moves in Charts...
Read More
Consider all of these deals: The spinout of Blackrock from Merrill Lynch; the purchase of Merrill Lynch by Bank of America; the sale of...
Read More
My back to work morning train WFH reads: • Goodbye, San Francisco. Hello, Austin. The question of who gets paid what, where, continues...
Read More
The transcript from this week’s, MiB: Greg Fleming, Rockefeller Capital Management, is below. You can stream and...
Read More