Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media
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At the Money: Woke Investing vs. Values-Based Investing

     At the Money: Woke Investing vs. Values-Based Investing Meir Statman, February 28, 2024  There’s been criticism of what some call “Woke Investing.” But “Value-based investing” is more politically agnostic than its critics realize. Used by Pro-life investors like the Catholic Church, it aligns capital with deeply held beliefs – be they...

Wed Feb 28, 2024 17:04
Transcript: Andrew Slimmon, Morgan Stanley Investment Management

     Transcript: The transcript from this week’s MiB: Andrew Slimmon, Morgan Stanley Investment Management, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.     ~~~ ...

Tue Feb 27, 2024 15:55
10 Sunday Reads

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Google reneged on the monopolistic bargain: A funny thing happened on the way to the enshittocene: Google – which astonished the world when it reinvented search, blowing Altavista and Yahoo out of the water with a search tool that seemed magic – suddenly turned...

Sun Feb 25, 2024 14:20
10 Weekend Reads

The weekend is here! Pour yourself a mug of  coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • How Russian Spies Get Flipped or Expelled, As Told by a Spycatcher: Caught a Russian spy? You may try to flip them first, perhaps offering work as a double agent—all with the help of the British, the French, or the Americans....

Sat Feb 24, 2024 15:08
MiB: Andrew Slimmon, Morgan Stanley Investment Management

     This week, we speak with Andrew Slimmon, managing director at Morgan Stanley Investment Management, where he leads the Applied Equity Advisors team. He is also the lead senior portfolio manager on all long equity strategies for the applied equity advisors team, as well as a member of the Morgan Stanley Wealth Management Global Investment Committee....

Fri Feb 23, 2024 17:32
All-Time Highs Are Historically Bullish

  A quick note to answer this question: What happens after markets make a new all-time high (after a year w/o one)? Check out the table above, via Warren Pies. He spoke with Batnick and Josh earlier this month. Going back to 1954, markets are always higher one year later – the only exception was 2007. That was after housing had peaked, subprime...

Thu Feb 22, 2024 16:11

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