Influential Reads – September 2022
Reading Time: 3 minutes “When you are a Bear of Very Little Brain, and you Think of Things, you find sometimes that a Thing which seemed very Thingish inside […]
Bear Market Rally?
Reading Time: < 1 minute Yes, that was a bear market rally. Next question.
Bears Watching: That Sound
Reading Time: < 1 minute Multiple choice question. That giant sucking sound you hear is: The Fed reducing its balance sheet (i.e., quantitative tightening). Enormous amounts of paper gains in […]
Influential Reads – August 2022
Reading Time: 4 minutes “So much advantage in life comes from being willing to look foolish in the short term. ” – Farnam Street Happy Labor Day. After you […]
Bears Watching: Climbing Yields
Reading Time: < 1 minute The [relatively] incredible rise in yields continues, and appears to be moving out the yield curve. Still inverted, of course. But getting less so. And, […]
Three Take-Aways: Titan: The Life of John D. Rockefeller, Sr.
Reading Time: 2 minutes “Rockefeller equated silence with strength: …’success comes from keeping the ears open and the mouth closed.” (pp. 174) This was a beast of a book: […]
Excel Templates & Other Free Stuff
Reading Time: < 1 minute Readers, Financial modeling and excel are skills that I am good at. I am not sure if that is a good or bad thing. And […]
Grand Teton N.P. Map
Reading Time: < 1 minute We love Grand Teton Natoinal Park. We’ve had many adventures there. See some highlights: Camping In Grand Teton N.P. Teton Canyon Camping In Grand Teton […]
Influential Reads – July 2022
Reading Time: 2 minutes “Predicting the future is harder than misremembering the past.” – Cliff Asness I have been pretty quiet this summer, since I have no special insights […]
That’s a Bunch of…: Verizon Chat
Reading Time: < 1 minute A playbook for making a customer angry.