GDPNow Forecast

Here is what the Atlanta Fed’s GDP model looks like:


Source: Federal Reserve Bank of Atlanta

Category: Data Analysis, Economy, Federal Reserve

Buy a Boat If You Like, But Only If . . .

    My Sunday Washington Post Business Section column is out. This morning, we look at why buying a boat may — or may not — be a good or bad financial decision. Its really an excuse to look at the Department of No — the advice which says “Never Do XXXX” is often just…Read More

Category: Consumer Spending, Finance, Investing, Really, really bad calls

10 Sunday Reads

My early Sunday morning, pre-bagel reads: • Why this is not the start of a bear market (Humble Student of the Markets) • Rattner: Carly Fiorina Really Was That Bad (NYT) • I.R.S. Ruling Makes After-Tax Contributions More Attractive (NYT) see also Tips for deducting more at tax time (Fidelity) • Go Midwest, Young Techie: Silicon Valley Too Pricey…Read More

Category: Financial Press

The Big Short (2015)

  From the outrageous mind of director Adam Mckay comes THE BIG SHORT. Starring Christian Bale, Steve Carrell, Ryan Gosling and Brad Pitt, in theaters Christmas. When four outsiders saw what the big banks, media and government refused to, the global collapse of the economy, they had an idea: The Big Short. Their bold investment…Read More

Category: Film, Weekend

Yogi Berra

He was a team player in a world where stars dominated. The press was all about Mickey, but it was Yogi who we loved. And kept on loving long after his playing days were through, because although he was a member of the jockocracy, Yogi danced to the beat of his own drummer, he was…Read More

Category: Sports, Think Tank

MiB: Art Samberg of Pequot Partners

This week in our Masters in Business interview, we speak with with Art Samberg of Pequot Capital. When Art Samberg began his hedge fund in 1986, there were less than 100 hedge funds. By 2000, as George Soros and Julian Robertson retired, Pequot Capital Management at over $15 billion, became the largest hedge fund in the world. He returned 17.8% net of fees…Read More

Category: Hedge Funds, Podcast, Venture Capital

10 Weekend Reads

Ahh, Fall, when the air is crisp and the reads begin to change colors. Pour yourself a tall mug of Joe, and settle in for our longer form weekend reads: • J&J: The Credo Company (Highline) • Workers in a World of Continuous Partial Employment — What’s The Future of Work? (Medium) • A New Front: Can the Pentagon do…Read More

Category: Financial Press

The World’s Smartest, Greenest, Most Connected Office Building

The Edge, in Amsterdam, is officially the greenest office building in the world. It’s also the testing ground for a radical, highly connected new way of working, where employees have no set workspaces and can dial in their individual climate and lighting preferences via an app. Businessweek’s Tom Randall got a first-hand look at the inner workings of this office of the future.

See the World’s Greenest Office Building: The Edge

Source: Bloomberg, September 23, 2015

Category: Real Estate, Video

Don Henley’s ‘Cass County’

Click for full Spotify stream via NPR

Category: Friday Night Jazz, Music, Weekend

Succinct Summation of Week’s Events 9.25.15

Succinct Summations for the week ending September 25th 1) Janet Yellen (I hope she is feeling better) and other Fed members speak post FOMC meeting. Lucy is putting the football down again and by week’s end Charlie Brown is stretching out ready to kick. 2) Initial jobless claims totaled 267k, 5k less than expected and…Read More

Category: Markets