Succinct Summation of Week’s Events 11.8.19
Succinct Summations for the week ending November 8th, 2019 Positives: 1. Hope stays alive for a trade deal with China before the end of...
Astrology-based Stock Picking App
Source: The Verge We all know the odds are stacked against the stock pickers who try to outperform the broad indexes. The...
10 Friday AM Reads
My end of week, Michael Bloomberg-free, morning train reads: • How Google Edged Out Rivals and Built the World’s Dominant Ad Machine...
2020 McLaren GT
I am more of a classic car fan than I am interested in multi-six figure modern supercars. Most of the cars featured here are the things I...
MIB: Hunting the White Whale
How do you get the greatest hedge fund manager in recent history to talk to you? That was the challenge facing Wall Street...
Powerball Mentality
Gene Fama’s discussion earlier this week made me revisit some ideas on outperformance and the zero sum game. In particular, the...
10 Thursday AM reads
My morning train reads: • 14 things we learned from Gene Fama’s interview (Evidence-Based Investor) See also Eugene Fama...
The Weaponisation of Context
Information Disorder: Dis-, Mis- and Mal-information Source: First Draft Claire Wardle writes, “We live in an age of...
Total Return versus Price Only
Source: Wall Street Journal Occasionally, we need to stop and smell the roses. At dinner Monday night with some of my crew...
10 Wednesday AM Reads
My mid-week morning train reads: • Stocks Are Soaring Because Supplies Are Limited: The number of publicly traded companies has dropped...