Succinct Summation of Week’s Events for 8.30.19
Succinct Summations for the week ending August 30th, 2019 Positives: 1. Markets rally on cooling trade war tweets, as hope springs...
BBRG: An Ultra-Long Fix for America’s Highways, Bridges and Grid
An Ultra-Long Fix for America’s Highways, Bridges and Grid Treasury bonds of 50 and 100 years can make U.S. infrastructure the envy of...
10 Friday AM Reads
My morning train reads: • Historic Asset Boom Passes by Half of Families (Wall Street Journal) see also Wealth Distribution Analysis...
Bugatti Centodieci
The Bugatti Centodieci is a limited production supercar, a variant of the Bugatti Chiron. Centodieci means “110” in Italian...
Interpreting the Yield Curve Inversion
Source: Torsten Sløk, Deutsche Bank Securities What does the 2 – 10 yield curve inversion actually mean? There are 3...
10 Thursday Reads
My morning train reads: • Investing in Fine Art the Securitized Way (Wealth Management) • Buffett’s Been Quiet, But His Philosophy...
WeWorks IPO By the Numbers
Here are the key numbers: $47 billion in lease obligation, $3.4 billion in committed revenues, 35 Million Square Feet, 29 Countries, 80%...
Uber & Lyft’s Broken Business Model
Source: Jalopnik From this morning’s reads, comes this astonishing Jalopnik investigation into how the fares are split...
10 Wednesday AM Reads
My midweek morning train reads: • Pension World Reels From ‘Financial Vandalism’ of Falling Yields (Bloomberg) see also The...
Fannie and Freddie?
WSJ: The two companies, based in Washington, D.C., and McLean, Va., are government-sponsored enterprises, or GSEs, in government lingo....