In what was already a record year for special purpose acquisition companies (SPACs), Jeffrey Smith’s Starboard Value is the latest…
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Internship Impacts – Was It Worth It?
The debate as to whether internships are valuable has been a long-evaluated discussion. Some people who earn internships land jobs…
Continue ReadingAnimal Spirits: Trickle Up Economics
Today’s Animal Spirits is brought to you by Masterworks, sign up here.See important Disclaimer here On today’s show we discuss: The $1…
Continue ReadingHSBC & Pollination To Create $6 Billion And World’s Largest Natural Capital Manager Fund
HSBC Global Asset Management & Pollination Announcement Wed for $6 Billion fund for global natural capital projects Get Our Activist…
Continue ReadingSector Spotlight: Putting Industries Inside Technology
In this edition of Sector Spotlight, I work my way through the investment pyramid in a top-down fashion using RRGs. After the…
Continue ReadingNo Recovery Happening Here
Today’s chart (below) is the consumer confidence survey data, which today hit its lowest level since 2014. At the same…
Continue ReadingGenerational Buying Opportunity
Stocks have gained 55% since the March lows, meaning it would take a 35% decline from here to revisit those…
Continue ReadingAugust 25 COVID-19 Test Results
The US is now mostly reporting over 700,000 tests per day (fewer recently). Based on the experience of other countries,…
Continue ReadingThe rise of decentralized finance: The new frontier of banking
Imagine a world with a system of open finance, where each one of us can access credit or invest our…
Continue ReadingPanel of IG’s Calls for PPP Loan Transparency
Panel of Inspectors Generals Calls for PPP Loan Transparency Know more about Russia than your friends: Get our free ebook…
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