I discussed much of this in my Q2 2025 RWM client quarterly call on April 5. I am sharing this now because so many questions have...
Read More
The transcript from this week’s, MiB: Anthony Yoseloff, Davidson Kempner CIO, is below. You can stream and...
Read More
My back-to-work morning train WFH reads: • The 18 hours that changed Trump’s mind on trade: From Tuesday evening to Wednesday...
Read More
In the latest edition of more or me, I chat with my friend Eric Golden: I speak My guest today is Barry Ritholtz. As...
Read More
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Crashing the Car of Pax Americana: Pax...
Read More
Chuck Jaffe: “How NOT to Invest — which is about 375 pages of cautionary tales and 75 pages of the right...
Read More
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
