Debating Monthly (or Daily) Earnings
Josh and I discuss a recent Bloomberg column of mine — Report Earnings Daily — debating what quarterly earnings report does...
What Does the Longest Bull Market Mean? A Debate
What Does the Longest Bull Market Mean?: Kaissar vs. Ritholtz The run for stocks is now in the record books. So what? Bloomberg, August...
10 Wednesday AM Reads
My midweek morning train reads: • Bed Addiction: How the Mattress Store Conquered America (City Lab) • Waymo’s Big Ambitions...
Markets Don’t Care About News
Ben Carlson, Director of Institutional Asset Management at RWM, wrote a wonderfully thoughtful analysis about one of our favorite...
Information in the Yield Curve about Future Recessions
Information in the Yield Curve about Future Recessions Michael D. Bauer and Thomas M. Mertens FRBSF Economic Letter, August 27, 2018...
MIB: Missing from Venture Capital: Uncle Sam
Bill Janeway is known as a “key creator of modern venture capital.” helped to created BEA Systems, which connected software...
10 Tuesday AM Reads
My Two-for-Tuesday morning train reads: • Vanguard nips at BlackRock’s heels for fund crown (Financial Times) see also 5 Traits Of...
Jobs, Jobs, Jobs. Or Not So Much.
@TBPInvictus here: Trump’s fond of talking about jobs, jobs, jobs, and how they’re “pouring” back into the...
Bloomberg: One Big Reason to Doubt Tech Has a Liberal Bias
One Big Reason to Doubt Tech Has a Liberal Bias Above all, Silicon Valley’s denizens are capitalists and don’t want to alienate...
Report Earnings Daily
Reporting Profits Daily Would End Corporate Short-Termism Think there’s too much hoopla about quarterly earnings? Imagine if the circus...