It’s hard to believe but Election Day is less than eleven weeks away. I recently sent an email to our firm’s clients regarding the upcoming election and possible impacts on their investment portfolio. The goal was to provide some educational information and historical context regarding investing around elections. The information was candidate-neutral and designed to merely provide information on […]
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Weekend Reads 8/21/20
Hi Everyone: Weekend Reads is back after a two-week hiatus. I’ve included several articles that I’ve read over the past few weeks. I’ll also be publishing a new blog post next week regarding investment questions related to the election. In the meantime, Inside the NBA bubble’s unofficial wine club (ESPN) Henry Blodget Was Banned From […]
Weekend Reads 7/31/20
Hi Everyone: This week’s articles focus on several companies and how they do or conduct business. How Costco Convinces Brands to Cannibalize Themselves (Napkin Math) Shopify Saved Mainstreet. Next Stop: Taking on Amazon (Marker) Yoga, Soulcycle, and Peloton Face Truths About How Black Lives Matter (New York Times) As a peloton owner and occasional rider, […]
Weekend Reads 7/24/20
Hi Everyone: I hope to put out a few new posts on the blog over the next several weeks. I’ve put together some ideas on topics but need to work a bit more on the content. In the interim, here are 3 articles that I enjoyed reading this week: Diageo to launch Jonnie Walker whisky […]
Weekend Reads 7/17/20
Hi Everyone: Here are 3 articles that I enjoyed reading this week. The Coming Child Care Crisis (Axios) How Nespresso’s coffee revolution got ground down (The Guardian) Let’s Get Ready to Rundle (Prof Galloway) This weekend, I’ll be back in the mountains trying to escape the heat. Enjoy your Friday weekend,Tom If you like this […]
Weekend Reads 7/10/20
Hi Everyone: I apologize for the back-to-back posts/emails as I intended to get yesterday’s post out earlier in the week. Regardless, I wanted to continue sending the weekly Weekend Reads post each Friday morning. So, here are 3 articles that I enjoyed reading this week. Jim Simons on Mathematics, Investing & Philanthropy (via Ritholtz)(Video) James […]