Evolution of a Short Seller
Frederick “Shad” Rowe is a long-only consumer focused investor with a stellar track record over 3 decades. In this talk, Shad...
Transcript: PIMCO’s Libby Cantrill
The transcript from this week’s MIB: Libby Cantrill of PIMCO is below. You can stream/download the full...
10 Sunday Reads
My easy like Sunday morning reads: • A New Genetic Clue to How Humans Got Such Big Brains (The Atlantic) • Why Your Health Insurer...
The Happytime Murders
Crude & hilarious: THE HAPPYTIME MURDERS is a filthy comedy set in the seedy underbelly of Los Angeles where puppets and humans...
MIB: Libby Cantrill of PIMCO
Libby Cantrill is the head of Public Policy at PIMCO. In addition to coordinating the firm’s response to policy issues...
10 Weekend Reads
The weekend is here! Pour yourself a mug of Seattle’s Best Coffee coffee, grab a seat by the pool, and get ready for our longer...
Succinct Summation of Week’s Events 6.1.18
Succinct Summations for the week ending June 1st, 2018 Positives: 1. Average weekly earnings rose 3% y/o/y (the best in 7 years); weekly...
Love the Player, Hate the Game
Hedge Funds Bear the Blame for Looking Bad They compared themselves to the S&P 500, then complained when they underperformed....
Unemployment U3, U6 (2008-2018)
Just a quick note about today’s NFP data. (I will leave any discussion about the inappropriate telegraph by the low...