Succinct Summations of Week’s Events 5.18.18
Succinct Summations for the week ending May 18th, 2018 Positives: 1. Same store sales growth rose 4.9% y/o/y, up 0.7% from previous 4.2%...
Mr. Market is “Your Needs” Agnostic
The Markets Don’t Care About Your Wants or Needs Thinking outside the box probably is a mistake. Bloomberg, May 18, 2018 ...
10 Friday AM Reads
My end of week morning train reads: • The Store Is Not Dead (at Least for Now): Shops that would rather not shut down are adapting,...
1956 Porsche 356
As part of my “Spring has finally arrived, time for open air driving” series, allow me to present another lovely Speedster:...
Adventures in Behavioral Finance, Points Edition
I had an interesting discussion yesterday with Bill Sweet, our CFO. Given my interest in all things behavioral economics, it is worth...
10 Thursday AM Reads
My morning train reads: • Deconstructing The U.S. Jobs Market (Global Macro Monitor) • Stanley Druckenmiller’s Big Mistake...
Jim Simons: The mathematician who cracked Wall Street
Jim Simons was a mathematician and cryptographer who realized: the complex math he used to break codes could help explain patterns in the...