January 26, 2020
Ridicule before Reverence, CEO's speak at Davos, KKR's Henry McVey on 2020, Jeff Gundlach on macro and the markets, Sundar Pichai interview.
January 19, 2020
Life's critical path, Y Combinator on startup investing, Howard Marks' latest memo, Mike Marcus on speculation, Monopolies, and more.
January 12, 2020
Real estate in the Raleigh-Durham area, SoftBank is imploding, 40% of public companies lose money, US shale production, geopolitical articles, and flying cars.
January 5, 2020
The 'Big Market' delusion, private equity has $1.5T in dry powder, China's debt defaults pick up, Ulta's stock surge, David Rubenstein on private equity.
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