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Friday, November 6, 2020

Friday links: a need for certainty
MarketsWhy your baseline for forward equity returns needs to come down. (morningstar.com)Beneath the surface, the global capital markets have been making some big adjustments in the face of Covid. (as...
Podcast links: trading cards and sneakers
AlternativesPatrick O'Shaughnessy talks growth stage venture capital due diligence with Anu Hariharan a partner at Y-Combinator’s Continuity Fund. (investorfieldguide.com)Barry Ritholtz talks with M...
About that fiscal cliff
Facebook Twitter LinkedIn The unemployment rate in July was 10.2%. At the end of July, the fiscal stimulus ran out and Keynesians predicted a disaster if it were not renewed. Three months later...
The Electoral College is growing larger
Facebook Twitter LinkedIn In 2016, the Electoral College favored the GOP by about 2.9%, the difference between Hillary’s popular vote margin and Trump’s margin in the tipping point state (Wis...
Choosing To Do Nothing Now Has Large Consequences
Imagine for a moment that you’re the captain of a jetliner. You have 155 people on board, you’ve just lifted off, and suddenly a flock of geese appears.  The plane’s engines ingest too many bir...
The Bull Case For Stocks
In the wake of our recent amazing interviews with greats like Jim Rogers, James Grant, Ben Hunt and David Stockman — all of whom express great concern that today’s elevated market prices may under...
Podcast 272: Jo Ann Barefoot and David Ehrich of AIR
The regulatory system under which the financial system operates is exceedingly complex. This is understandable given mow important finance is to people’s lives. But the way we have implemented regu...
Energy Transfer: Handling The Truth About Sustainable Returns
Fastly's Share Price Implosion - A Significant Opportunity...
The 'Fall' Is Not Over Yet
Fastly's Share Price Implosion - A Significant Opportunity...
Energy Transfer: Roosting Chickens
Fastly's Share Price Implosion - A Significant Opportunity...
Newswire > Friday, November 6, 2020

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