I had fun talking with Scott and Ed about the market’s reaction to the SpaceX IPO, including whether the valuation is justified, and why I pay attention to
2026/06/22
My back-to-work morning train WFH reads: • The impact of the AI capex boom on S&P 500 return on equity: Record profitability has been one of the factors supporting
This past Spring, I had about 6 weeks of mad travel. Especially so, for someone who isn’t much of a road warrior. But my travels were nothing compared to my
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The World’s Leading Deepfake Expert No Longer Trusts His Own Eyes: NYT
2026/06/21
The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Calvin and Hobbes and the
2026/06/20
This week, I speak with Seth Klarman, CEO and portfolio manager of The Baupost Group, a Boston-based investment manager with a multi-strategy approach. Founded
2026/06/19
3-Day weekend! Kick it off with our morning reads: • Prediction Markets Let You Bet on Anything. I Bet Against My Own Husband: GQ on a woman who hedged her own
At The Money: Deregulation Will Free Your Portfolio (June 18, 2026) The new administration promised deregulation and ending red tape to unleash business and
My morning train WFH reads: • Iran Is a Bigger Defeat Than Vietnam: FP makes the strategic case that Iran is a worse strategic loss than Vietnam. The comparison
2026/06/18
My mid-week morning train WFH reads: • A Good Family: Fight Warsh says he wants one, inflation demands it, and the dot plot is how we’d see it. All eyes will be
2026/06/17
Bitcoin
BTC
+2.00%
Ethereum
ETH
+2.58%
Solana
SOL
+1.02%
USDCoin
USDC
0.00%
XRP
+1.00%
