Succinct Summation of Week’s Events for 1.4.19
Succinct Summations for the week ending January 4th, 2018 Positives: 1. Total non-farm payrolls increased by 312k m/o/m, much greater...
BBRG: Trump, Markets, Infrastructure and Other 2018 Mistakes
Trump, Markets, Infrastructure and Other 2018 Mistakes There’s merit in going back and seeing what we got wrong. Bloomberg, January 4,...
10 Friday AM Reads
My Perihelion day morning train reads: • If the Stock Market Has a Problem, His Job Is to Fix It (Bloomberg) • 2017 vs. 2018 in the...
1967 Ferrari 330 GTC
The 330 GTC has been described as one of the greatest GT cars ever produced. The elegant Pininfarina-design was paired a slightly...
Activist Investor Paul Singer
Aggressive, tenacious and litigious Paul Singer may be the most feared investor in the world — by hedge fund rivals, companies and even...
Masters in Business Live with Howard Marks, Oaktree Capital
Our next MIB Live is scheduled for Monday, February 25, 2019 at 5pm! It features Howard Marks, Co-chairman of Oaktree Capital Management,...
10 Thursday AM Reads
My morning train reads: • What Billy Beane and Jim Simons Have in Common (Institutional Investor) • How Not To Be Stupid (Farnam...
S&P 500 Index: Forward P/E Ratio
One good thing we can say about market volatility is that the 20 percent sell off in stock prices since Q4 began have returned valuations...
MIB: How the Co-op King of New York Earned His Crown
How do you go from being a literary agent into becoming a professional real estate investor? That was the challenge confronting...
Anti-Resolutions: Guaranteed Not to Work
Why Your New Year’s Resolutions Won’t Work Out Making a huge change in your life is hard. So go small in 2019. Bloomberg, December...