Category: Real Estate, Think Tank

Every Tom Hanks Film: 30 Movies in 6 Minutes

James Corden, new host of The Late Late Show, has Tom Hanks as his “perfect” first guest:   James Corden and Tom Hanks Act Out Tom’s Filmography   James Corden and Tom Hanks Act Out Tom’s Filmography Air Date: 03/23/15 James Corden and Tom Hanks act out snippets from Tom’s illustrious film career, from Big…Read More

Category: Film, Weekend

Mesa Culpa: My 2014 Mistakes

Ritholtz: Admitting my 2014 mistakes Barry Ritholtz Washington Post, March 22, 2015   .   “Pain + Reflection  = Progress.” — Ray Dalio, founder of Bridgewater Associates 2014 is behind us, and before the first quarter sneaks by, I am obligated to offer my annual admissions of error. One of my biggest peeves about finance is…Read More

Category: Apprenticed Investor, Investing

MiB: Charley Ellis of Yale

This week, our Masters in Business radio podcast features Charley Ellis, Chair of the Yale Endowment, and author of Winning the Loser’s Game: Timeless Strategies for Successful Investing. Ellis explains how he began his career in the Rockefeller family office; from there, he ended up at Donaldson Lufkin Jenrette (DLJ), then went on to launch his own firm Greenwich Associates….Read More

Category: Podcast

10 Weekend Reads

Welcome to the weekend. Pour yourself a mug of Guatemalan Antigua Valley coffee, settle in for our long form Saturday morning reads: • At Kodak, Clinging to a Future Beyond Film (NYT) • Stanford’s Most Popular Class Isn’t Computer Science—It’s Something Much More Important It’s Called “Designing Your Life,” A Course That’s Part Throwback, Part Foreshadowing Of Higher Education’s Future. (Fast…Read More

Category: Financial Press

Schools and Stimulus

Category: Think Tank

Blurred Lines vs. Got to Give it Up

Check out the two songs side by side: Their are some sonic, but not melodic, similarities: Its a bum jury decision . . .

Category: Friday Night Jazz, Legal, Music

Succinct Summation for Week’s Events 3.27.15

Succinct Summations of week ending March 27th Positives: 1. Markit’s Eurozone PMI rose to 54.1, the highest levels since May 2011. 2. Consumer prices rose 0.2% in February, in line with expectations. 3. Initial jobless claims fell to 282k, 8k less than expected. 4. New home sales came in at an annualized rate of 539k…Read More

Category: Markets

Shifting Sands in Middle East

Interesting collection of shifting alliances in the Middle East:   Source: WSJ

Category: Digital Media, Politics, War/Defense

Interest Rates Aren’t Going Anywhere . . .

Source: BAML, Fiscal Times     I have been fairly agnostic on several issues related to where interest rates are heading. It has never been my job to forecast where the 10-year yield will be in six months. Not predicting and not caring are two very different things, however. Rates matter a great deal — to investors, to the economy…Read More

Category: Credit, Federal Reserve, Fixed Income/Interest Rates, Psychology, Really, really bad calls, Taxes and Policy