My morning train WFH reads: • Most stock pickers underperformed in 2022’s ‘stock picker’s market’ In a report...
Read More
I love the idea of convergence — those rare times when multiple stories about very different issues seem to all land on the...
Read More
My mid-week morning train reads: • The Rich List: The 22nd Annual Ranking of the Highest-Earning Hedge Fund Managers. Although the...
Read More
The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management, is below. You can stream and...
Read More
My Two-for-Tuesday morning train reads: • A 120-Year-Old Company Is Leaving Tesla in the Dust: Tesla had me convinced, for a while,...
Read More
This week, we get to hear from Federal Reserve Chairman Jerome Powell twice – tomorrow in the Semiannual Monetary Policy...
Read More
My back-to-work morning train WFH reads: • Silicon Valley Confronts the End of Growth. It’s a New Era for Tech Stocks. Silicon Valley...
Read More
Whenever Henrik Fisker — the designer of the BMW Z8 roadster, and a big part of the Aston Martin V8 Vantage and DB9 — does...
Read More
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The age of the Silicon Valley...
Read More
This week, we speak with Dr. Maria Vassalou, co-chief investment officer of multi-asset solutions at Goldman Sachs Asset...
Read More