Browsing: Picture

    The world of investing has changed over the first 30 years of my career. Perhaps the biggest surprise has been the gradual shift from…

My end-of-week morning reads: • Public Anger Is Rising: Congress briefly showed signs of productivity before reverting to form. The public’s frustration with dysfunction is reaching a boiling…

Source: Cambridge Associates/JPM assisted by Claude     There’s an excess of news flow from the SCOTUS rejection of IEEPA tariffs to the current Middle East/Iran…

    In a special bonus episode, I speak with Bill Gurley of Benchmark about his big bets investing early in now-common names like Uber, Zillow,…

Avert your eyes! My Sunday morning look at incompetence, corruption and policy failures: • Cabinet Apocalypse: A News Review in an Imagined Conversation: “Calling this meeting…

My three-day weekend reads: • Why a ‘K-Shaped’ Economy Means More Risk for Stock Investors: The wealthy are propping up consumer spending thanks to a multi-year bull…

If Palmer can now build momentum, he will be hitting form at just the right time.He was a key player for England at Euro 2024 but…

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Trump’s Year of Anarchy: The Unconstrained Presidency and the End of American Primacy.…

    So, we announced our succession plan this morning. My emails and DMs lit up immediately, with all sorts of questions, but mostly asking, “Are…

    Two weeks ago, I wrote “It’s Tariff Week! *.” The asterisk added the word “Hopefully…” “This is likely the week the Supreme Court issues…