BBRG: The Bond Raters Still Need to Be Fixed
The Bond Raters Still Need to Be Fixed The reforms adopted after the financial crisis didn’t resolve the industry’s inherent...
10 Wednesday AM Reads
My mid-week morning train reads: • ~60% of S&P 500 stocks offer dividend yield of >1.7%, beating 10-year U.S. Treasurys (Wall...
Living Concrete
Concrete is vital for protecting our coastlines – but it comes at a huge environmental cost. An Israeli startup has found a way to...
Death of Equities 40th Anniversary
40 years ago today, the most infamous edition of BusinessWeek was published. “Death of Equities” it declared, with a subhead...
Blame the Credit Rating Agencies
I was away last week when this monster piece came out in the WSJ. This issue has intrigued me since 2007, but for those of you not up to...
10 Tuesday AM Reads
My Two-for-Tuesday morning train reads: • The Quote of the Decade (Irrelevant Investor) • Why Investors Should Play the Long Game...
An Expanding Ecosystem of Investments
“SoftBank Group owns a dizzying array of assets, from Japan’s reigning baseball champions to a $116 billion stake in Alibaba...
MIB: Are We Really At Full Employment ?
The 3.6% unemployment rate is sending a misleading signal. If the United States was actually at full employment, wage pressure should be...
10 Monday AM Reads
My back to work morning train reads: • IMO 2020 is the biggest macro event you have never heard of. (Eaton Vance) • How Zillow Makes...
