Monthly Archives: January 2020

Global Auto Sector Hit Hard By Coronavirus

By Taleb’s pure definition, the Coronavirus is a true “Black Swan.” The first cases of the pneumonia-like coronavirus were reported in Wuhan, China on Dec. 31, 2019. Since then, the virus has spread to various other countries, including Thailand, Japan, … Continue reading

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Very Informative Update On Coronavirus

 

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What Is Coronavirus?

What exactly is coronavirus? Here's what you need to know about the China-linked mystery illness now confirmed in the U.S. pic.twitter.com/caaUP764uu — QuickTake by Bloomberg (@QuickTake) January 22, 2020

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Paul Tudor Jones Interview

I worked for one of the greatest global macro traders of all-time and almost went to work for this one.  PTJ is the best.  

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QOTD: Did Boomers Burn Down The House?

QOTD = Quote of the Day It’s kind of stunning how Time Magazine’s Person of the Year, a “very angry” 17-year old Swedish teenage girl diagnosed with Asperger syndrome, obsessive-compulsive disorder (OCD), and selective mutism, can trigger the President of the United States,  many … Continue reading

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The Happiest Places On Earth

Happiest countries in the world: 1. Finland 🇫🇮2. Denmark 🇩🇰3. Norway 🇳🇴4. Iceland 🇮🇸5. Netherlands 🇳🇱6. Switzerland 🇨🇭7. Sweden🇸🇪8. New Zealand🇳🇿9. Canada🇨🇦10. Austria🇦🇹11. Australia🇦🇺12. Costa Rica🇨🇷13. Israel🇮🇱 #WEF20 https://t.co/bxuiBzixXo pic.twitter.com/JTCAK69tRM — Vala Afshar (@ValaAfshar) January 21, 2020

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The Black Swan Chart Of 2020

  The surprising outcome of the 2020 presidential election may be, OK, Boomer.  It’s time to pass the torch of leadership to a new generation.    The younger generations dwarf the boomers in terms of sheer numbers but they have … Continue reading

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Howard Marks, Oaktree Capital

Howard is always worth a listen.  Note the interview took place in October, so a bit dated. We found a true gem from his latest memo, however. This experience produced two of my most important observations: Success in investing doesn’t … Continue reading

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The Best MLK Weekend Of All-Time

We are reposting this in honor of Dr. King, a truly great American. Originally Posted on January 21, 2019 During my Lehman days as a bond strategist, the firm’s research group would do a January roadshow in many of America’s major … Continue reading

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The Secular Decline in U.S. Manufacturing Employment

The title of the post is a bit of a misnomer. Though the number of manufacturing jobs in the United States is 40 plus percent higher than in 1939, the proportion of total private payrolls hit its lowest level in … Continue reading

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