Succinct Summation of Week’s Events 10.25.19
Succinct Summations for the week ending October 25th, 2019 Positives: 1. Markets within a % of all time highs. 2. New home sales came in...
What is an “Investable Asset Class”?
A short digression about an interesting topic: What is an investable asset class? This seems like an obvious question...
10 Friday AM Reads
My end of week morning train reads: • 50 Companies to Watch in 2020 (Businessweek) • 90 Years After ‘Black Thursday’ We...
2005 Ford GT
If I could pick any car, regardless of price for my Birthday, I think it might be the Ford GT. Clean lines, pure racer, and one of my...
BBRG: Rorschach-Test Economy Lets You See What You Want
Rorschach-Test Economy Lets You See What You Want The expansion and bull market are aging and the data no longer point in just one...
10 Thursday AM Reads
My morning train reads: • Adam Neumann created a company that destroyed value at a blistering pace and nonetheless extracted a billion...
U.S. Home Prices Up 25% in 5 years
In This Housing Boom, the Worry Is That Prices Are Too High Source: Bloomberg Businessweek The color code above shows the...
10 Wednesday AM Reads
My impeachment-free midweek morning train reads: • Why 2019 IPO Market ≠ 1999 IPO Market (Wealth of Common Sense) • The WeWork...
These Companies Want You To Live In Space
Over the past few decades, the International Space Station has allowed astronauts to live, work and conduct research in...
10 Tuesday AM Reads
My Two-for-Tuesday morning train reads: • China doubles value of infrastructure project approvals to stave off economic slowdown amid...