Missing: Corporate Leadership on Vaccines
"If for no other reason than self-interest, it’s time for Corporate America to step up its Vax game – and fast. More than their new hires, companies need to get their customers, aka the public, vaccin...
23 Aug 202110min
How Much Have Americans Increased their Homes’ Values?
"Not counting supply-constrained price increases or ordinary inflation, how much has the value of the real estate in the U.S. been increased due to our massive, nationwide renovation/addition/expansio...
20 Aug 20217min
Context Matters: Time Frames
"As of this week, the returns on the broad SPX index are up about 100% off of those same lows. This doubling is catnip to many, the kind of clickbait that cannot be ignored." - Barry Ritholtz For more...
18 Aug 20214min
How Much is the Rule of Law Worth to Markets?
"There is a real possibility that China will soon be uninvestable to outsiders." - Barry Ritholtz For more visit: The Big Picture For disclosure information please visit: https://ritholtzwealth.com/bl...
12 Aug 20215min
How Everybody Miscalculated Housing Demand
"Sure, the pandemic sent lots of urbanites out looking for a place in the ‘burbs or a vacation property where they could WFH. But the underlying structural conditions for a massive supply shock were d...
11 Aug 20217min
Magic Beans
"Imagine the chutzpah it takes to say to yourself that you know definitively what the global economy is going to look like in six months." - Josh Brown For more visit: The Reformed Broker For disclosu...
9 Aug 20216min
Reduced Competition Costs American Families $5,000/year
"Industry consolidation and market concentration costs the average U.S. family about $5,000 per year, according to Brian Deese, the Director of the White House National Economic Council under Presiden...
21 Jul 20216min
Why Do We Always Focus on the Bad Stuff?
"Individual investors as a group are now better behaved than they have ever been at any time in history. They pay less in fees, they have more money in index funds and they take advantage of tax-defer...
17 Jul 20214min
