Compounded Annual Returns for Individual Stocks

I find this graph astonishing:


Source: ValueWalk

Category: Investing

10 Thursday AM Reads

Our all natural, gluten-free, morning train reads: • How Amazon’s Long Game Yielded a Retail Juggernaut (NYT) • Five Things Smart Beta Can’t Do For You (Reformed Broker) • The U.S. May Be the World’s Richest Country, But It Ranks 14th in Financial Literacy (Real Time Economics) • Banks and Fintech Firms’ Relationship Status: It’s Complicated (WSJ) • Clay Christensen…Read More

Category: Financial Press


You’re just a pawn in their game. You think by protesting freemium you’re saving the world from broke musicians. But Wall Street talks and you walk, and it all comes down to money. And those with the deep pockets are playing for high stakes and they don’t care about what’s happening in your bedroom, the…Read More

Category: M&A, Music, Think Tank, Venture Capital

Global Shadow Banking Monitoring Report 2015

Category: Think Tank

A Spike in Corporate Inversions

Source: Ways and Means Committee Democrats

Category: Corporate Management, Taxes and Policy

Media Appearance: Bloomberg Go 11/18/15

Why Are So Many Not Feeling the U.S. Economic Recovery?

Source: Bloomberg, 8:00 AM EST November 18, 2015

Retail Has Become Social Event, Experience: Gould
Michael Gould, former chairman and chief executive officer at Bloomingdale’s joins Bloomberg View columnist Barry Ritholtz, Bloomberg’s Shannon Pettypiece and Editor-In-Chief Emeritus Matt Winkler to examine the state of retail and the American consumer and economy. They speak on “Bloomberg ‹GO›.”

Source: Bloomberg, 8:15 AM EST November 18, 2015

Read More

Category: Video

The Grinch Will Set you Straight About Holiday Retail Sales

Thanksgiving is next week. Along with the family and turkey and fixin’s comes the annual — and historically terrible — holiday shopping forecasts. One of my favorite traditions is to wait until the National Retail Federation posts its annual holiday spending forecast, and then write a few columns dissecting both the methodology (it’s pretty awful) and…Read More

Category: Consumer Spending, Data Analysis, Really, really bad calls, Retail

Guest Hosting: Bloomberg Go

    I am co-hosting Bloomberg Go on television this morning with Stephanie Ruhle and David Westin. You can see it here or stream it live. Will post videos later  

Category: Media

10 Wednesday Reads

My morning train reads: • To be great, you must first learn to be good (Reformed Broker) • Buy Side vs. Sell Side (A Wealth of Common Sense) • Foreclosure Starts Hit Lowest Level Since 2005 (Real Time Economics) see also Mortgage Foreclosures and Delinquencies Continue to Drop (Mortgage Bankers Association) • Uber Is Not the Future of Work: Gig-enabling apps…Read More

Category: Financial Press

Where Does Global Growth Come From?

Source: Visual Capitalist

Category: Economy