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50% Risk-free Annual Returns

    There is a fascinating long-form article in the Washington Post about the murder of an investigative reporter who was looking into a Ponzi scheme in Las Vegas last year.1 It’s a riveting and terrible story, and the Post focused on the highlights: Lost monies, Mormons, FBI investigations, guns, and murder. I read this as I was putting together...

10 Thursday AM Reads

My morning train WFH reads: • How Extreme Bets Fueled an $11.4 Billion Fortune: A look inside BlueCrest reveals Michael Platt’s many acts — including outsize returns and some harrowing losses. (Bloomberg) • Stock, Bond and Crypto Investors Call Fed’s Bluff on Interest Rates: Many are skeptical as central bank says battle against inflation isn’t over....

We’re Hiring!

    We are hiring! We are looking for client service associates who can help us continue to grow. We offer fantastic perks and benefits such as: Great company culture We embrace diversity and inclusion Remote/Work from home Comprehensive Benefits package 401k with match Generous time off Paid Parental Leave Support for Community Volunteering...

10 Wednesday AM Reads

Welcome to February! Kick off the new month with our mid-week train WFH reads: • The Shipping Industry Is Getting a Slew of New Vessels—Right as Demand Cools: Carriers plowed pandemic profits into a fleet of bigger cargo vessels. They’re arriving just as trade growth is softening. (Businessweek) • The Junkification of Amazon: Why does it feel like...

Transcript: Neil Dutta

   The transcript from this week’s, MiB: Neil Dutta, Renaissance Macro Research, is below. You can stream and download our full conversation, including any podcast extras, on iTunes, Spotify, Stitcher, Google, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in...

10 Tuesday AM Reads

My Two-for-Tuesday morning train WFH reads: • The U.S. Consumer Is Starting to Freak Out: The flush savings accounts and cheap credit that helped keep Americans spending at high rates since 2020 are disappearing. (Wall Street Journal) see also The Decline of the Nice-to-Have Economy: Consumers are reining in their spending on pandemic-era luxuries...

Simple, But Hard

  We live in an age of contextless slogans. It is the stock in trade of Instagram Influencers, TikTok Investors, and grinding side hustles. It’s a new flavor of bullshit designed to sell unwitting dupes some garbage product or worse, a destructive half-assed philosophy. In 2020, all you had to do was Hodl Meme stocks; In 2021, it was day trade your...

10 Monday AM Reads

My back-to-work morning train WFH reads: • Breakup of Google’s Ad Business Would Reshape $500 Billion Sector: If government prevails, an asset spinoff is thought to be more likely than a sale. (Wall Street Journal) • China’s Big Comeback Is Just Getting Started: The country’s stocks are up 50% since officials rolled back Covid-19 restrictions. Alibaba,...

Fixing Ticketing?

  Let’s start with the fees. Everybody wants them baked in, except for the acts. Ironically, even those acts complaining about the fees! Everybody on the inside knows the real price of the ticket is the face price plus the fees, otherwise, the whole concert promotion paradigm doesn’t work. The promoter needs those fees to make a profit. But here’s...

1935 Bugatti Type 57 Atalante

The Bugatti Type 57 is not only exceedingly rare, but is also widely regarded by collectors as one of the most beautiful cars in the world. HJow rare? There are just 17, to be exact. It was believed there were only 16 surviving examples left before this 1937 version was found in a garage. Hence, they have a value of $2-3 million dollars. All of the...

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