10 Weekend Reads

The weekend is here! Pour yourself a mug of Southdown coffee, grab a seat in the sun, and get ready for our longer-form weekend reads: • Five Traders Tell Us How to Survive a World of Disrupted Markets Trading requires constant vigilance and the ability to adapt and profit from disruptions. But what happens when the act of trading itself is disrupted?...

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Advantages Fade

New Platforms Gaining Demand Share at Expense of Netflix Source: Media Play News     Earlier this month, I discussed how money compounds slowly, how the world often changes at a geologic pace. This is not always the case: Sometimes, the world can be upended relatively quickly. Case in point: Netflix. They began life doing DVD rentals through...

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10 Friday AM Reads

My end of week morning train WFH reads: • The problem with America’s semi-rich America’s upper-middle class works more, optimizes their kids, and is miserable  (Vox) • Why so many people undercharge for their work Setting a rate can be a minefield for folks navigating an industry alone. (Vox) • Many House Hunters Are Choosing Diverse Neighborhoods...

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1954 Mercedes-Benz 300 SL Gullwing

The first time I saw a Mercedes-Benz 300 SL Gullwing in person was in the late 1990s at a winery on the North Fork of Long Island. It was parked among a long run of classic cars, next to a 70s-era Porsche 911. The SL was striking — a gorgeous, innovative design that remains compelling a half-century later; the Porsche, none of the above. Ever since...

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Think of Bitcoin Like a Company

Barry Ritholtz, a Bloomberg Opinion columnist, talks Bitcoin and Banks with Bloomberg’s Tom Keene and Lisa Abramowicz on “Bloomberg Surveillance.” Ritholtz’s opinions are his own.   Ritholtz Says to Think of Bitcoin as a Specific Company Source: Bloomberg   The post Think of Bitcoin Like a Company appeared first on The Big Picture.

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10 Thursday AM Reads

My morning train WFH reads: • The thorny truth about socially responsible investing Think you’re investing ethically? You might be surprised. It’s good that  investors are trying to pay attention to where money flows. What isn’t so good: Plenty of people think they’re investing in ways that match their values when in reality, they aren’t. It’s really...

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Finding Value via Writing

    Over the years, I have discussed why I publish about investing and related topics (See this, this, this, or this). Quite a few of us have been doing this before “monetizing content” was a thing. Spend time reading any of the RWM Mafia and a pattern as to why we put words to page begins to emerge. We write to: Figure out what we think Explore...

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10 Wednesday AM Reads

My mid-week morning train WFH reads: • The best- and worst-case scenarios for Covid-19 this winter Last year, almost nobody was vaccinated against Covid-19. 56% of the US population is fully vaccinated as of October 7. That includes 84% of people over 65, who are generally the most vulnerable to dying from the virus. FDA will soon consider whether...

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10 Tuesday AM Reads

My Two-for-Tuesday morning train WFH reads: • America’s unemployed are sending a message: They’ll go back to work when they feel safe – and well-compensated September marked the weakest hiring this year, and an alarming number of women had to stop working again to deal with unstable school and child-care situations (Washington Post) see also The Delta...

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Chamath is “Massively Risk On”

Chamath is Massively Risk On The engineer turned VC wants more than IRR, he wants to dent the universe, and explain why life is like poke. TBP, October 14, 2021       There are lots of reasons why some investors become venture capitalists: Money, fame, the lure of technology’s magic. But very few are unabashedly utopian about what venture investing...

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