Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Three Miles and $400 Apart: Hospital Prices...
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This week, we speak with Michael Mauboussin, head of consilient research at Morgan Stanley Investment Management’s...
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The weekend is here! Pour yourself a mug of Danish coffee, grab a seat on the deck outside, and get ready for our longer-form weekend...
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Source: Visual Capitalist The United States has 65% of the top 100’s total market capitalization, 59 companies in...
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My end of week morning train WFH reads: • Tech Traders Unwind Hedges and Get Back to Pummeling Risky Names Nasdaq 100 tumbles 2.6% as...
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Earlier this year, I sold my wife’s M235i 6 speed convertible for a nice premium (she never took the top down) and replaced it with...
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You have no doubt seen variations of this chart floating around the internet. It shows the 5 (or 10) largest companies in...
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My morning train WFH reads: • Why Jerome Powell Pivoted on Inflation A surge in wages and benefits got his attention. Other data soon...
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I have been discussing why I prefer analysts who think in terms of probabilities rather than making bold forecasts; my view...
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My mid-week morning train WFH reads: • What Could Possibly Go Wrong? These Are the Biggest Economic Risks for 2022 Economists have...
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