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Modern Monetary Theory
The Participant Ponzi
Insane Central Bank Posse
Qualified Opportunity Zones
Company Town Risk
Cryptocurrencies and Asset Class Destruction
July 16, 2020
The death of the 60/40 allocation has lead many investors to have an effectively equity-only portfolio.
Rethinking the Debt, and the Fed
June 16, 2020
Debt used to serve the economy, now the economy services the debt.
June 1, 2020
The rally in risk assets remains a rental.
May 19, 2020
Any loss of conviviality is a loss to the unwritten laws that allow humans to live and flourish together.
Coronavirus: By the Old Gods and the New
May 5, 2020
The new gods are jealous gods and they were not pleased with the graven image of Trump’s name on stimulus checks. All glory must be to them.
Coronavirus: A Hollywood Ending?
April 16, 2020
The Fed can buy all the assets they want, but it won't make any company or individual consume goods or services.
The Coronavirus Rally? It's a Fugazi.
March 31, 2020
The world has to go through a deleveraging process where assets are sold to pay down debts. It has only begun.
Notable Covid-19 Deaths
March 13, 2020
Many common ideas, once held sacrosanct, are headed for the long home.
Species Jump - Investing in the Time of Coronavirus
March 9, 2020
In 1918 much of the world was as rural as it was during the Renaissance. Today, roughly 54 percent of global population lives in an urban area.
$30 Trillion in ESGing and They Put You in the Index
February 28, 2020
Many ESG funds and ETFs are merely closet index funds, gussied up in ESG raiment.
Bantam Earns B Corporation Certification
February 21, 2020
Ask any millennial how they think about food, energy, transportation, and climate change, and you'll get a sense of the change that's coming.
Early Casualties in the Climate War
February 14, 2020
The energy sector, as currently composed, is heading for collapse within a decade.
The Coming Climate War
February 6, 2020
The “reallocation of capital” that Fink writes about will not be smooth or pleasant. It will amount to a phase shift and many firms will not be able to make the leap.
Infrastructure M&A and Private Equity
January 20, 2020
The real play is in companies that are leveraged to the creation of infrastructure assets.
More than Money: The intangibles of a private equity partner - Interview with Bob Horne
January 7, 2020
"The private equity business is more competitive because there is more money that has flowed into it."
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