My morning train WFH reads: • Fattest Profits Since 1950 Debunk Wage-Inflation Story of CEOs. In the second year of a pandemic that...
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“We have a problem understanding data over time.” Problem Understanding Data Over Time, Says Ritholtz Source: Bloomberg...
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Welcome to December (How did THAT happen?) Kick it off with our morning reads: • Move Over, GE. The Tech Conglomerates Are the New...
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I kinda buried the lede last week in my Structural or Transitory? post; we looked at a few inflation elements, including...
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My Two-for-Tuesday morning train (yes, Train!) reads: • Omicron Needs 3 Evolutionary Surprises to Wreak Havoc Basic principles of...
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To hear an audio spoken word version of this post, click here. If you were paying attention to the market Friday,...
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My back to work morning train WFH reads: • The Omicron situation It appears that the world is reacting to the new Omicron variant with...
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The transcript from this week’s, MiB: Steve Fradkin Northern Trust, is below. You can stream and download...
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Canada Emerges as Cornerstone of North American Battery Supply Chain Source: Bloomberg North America has all of the...
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Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Everything the press said about the...
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