The weekend is here! Pour yourself a cup of Cappuccino coffee, grab a seat on the balcony, and get ready for our longer form weekend...
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Succinct Summations for the week ending December 20th, 2019 Positives: 1. As we learned in 1998, Markets don’t care about...
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Source: Economic Policy Institute There is this weird counter-narrative to the wealth and income inequality issue. The data...
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Happy (almost) Winter Solstice! Enjoy the 2nd shortest day of the year with our morning train hotel reads: • A Decade of ‘Unicorns’...
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These sorts of over the top, money is no object, supercars, are not usually my thing. Still, the technology eventually makes its way...
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The Bull Stock Market Needs to Give Credit to the Calendar Returns this year look stellar, but only because equities collapsed the last...
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My “I’m traveling, did I miss anything?” morning train reads: • Blair DuQuesnay: ‘The Future of Finance Should Be...
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Interesting discussion with Stanley Druckenmiller on the direction of monetary policy, and the upcoming U.S. election. Source:...
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Yesterday, I discussed why looking at returns on a calendar basis can be misleading: 2018’s Q4 sell off made 2019’s...
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